Your Financial Health Score gives you a simple way to understand your overall financial health—and where you may want to focus next.
Instead of requiring you to review every account, metric, and area of your finances individually, Origin analyzes your financial picture and brings those insights together into one score.
How does my Financial Health Score work?
Origin performs dozens of expert-built checks across your financial life.
These checks can span areas including:
- Spending and cash flow
- Savings
- Credit
- Investments
- Retirement
- Housing
- Protection
- Education
- Estate planning
- And more
The results of these checks roll up into your Financial Health Score, giving you a high-level view of how you're doing.
What does my score tell me?
Your score is designed to help you quickly understand what's working and where there may be opportunities to improve.
But the number isn't the whole story. AI Advisor also surfaces personalized Actions based on your financial picture. These help you understand what you may want to focus on next and why it matters.
How can I improve my Financial Health Score?
Start with your Actions.
Origin prioritizes Actions based on your financial picture so you can focus on the areas that may have the biggest impact. You can open an Action to learn more about what Origin found, why it matters, and what you may want to do next.
Why might my score change?
Your financial life isn't static. Your accounts, spending, saving, goals, and other financial information can change over time. As Origin analyzes your financial picture, your Financial Health Score can evolve along with it.
Comments
0 comments
Please sign in to leave a comment.