Will I connect with the same financial planner each time?

Yes — you’ll typically work with the same financial planner each time you use Origin.

When you first schedule a meeting, we match you with a planner based on your financial goals and priorities. You’ll be able to select your preferred planner from the matched options, allowing you to build an ongoing relationship with someone who understands your financial situation.

If your assigned planner becomes unavailable, or you prefer to change it up, you'll be able to connect with another equally qualified professional, and they’ll have access to your existing financial plan to ensure a smooth transition.

This setup is designed to give you consistency and support from a planner who gets to know your financial journey over time.