How does Origin's Financial Planning feature work?

TL;DR: Origin gives you direct access to certified financial planners — you can schedule live sessions through the app, pair with a planner, and get personalized advice on goals like saving, investing, or retirement.

Q: What is the Financial Planning feature in Origin?

A: It’s a service that connects you with a network of Origin Financial Professionals (CFP®-level advisors) who can help you with broad financial questions — from building a plan to reviewing progress. 

Q: How do I start using it?

A:

• Go to the Financial Planner tab in the left menu. 

• If your employer plan includes planning sessions, select a planner and schedule a meeting.

• If you are a direct subscriber, you’ll be prompted to purchase a session after choosing your planner. 

Q: What kind of topics can the planner help me with?

A: They can assist with goal-setting (saving, investing, retirement), portfolio reviews, major life moves (buying a home, changing careers), and personalized strategies that tie into your linked accounts and financial snapshot.

Q: Is this included in every Origin subscription?

A: It depends. If your employer’s benefits package includes planning sessions, yes. If not, individuals can purchase sessions directly. 

Q: What’s required before meeting a planner?

A: Ideally you’ve connected your financial accounts, clarified your goals, and reviewed recent spending/investing data so the session can be as productive and personalized as possible.

Q: How do I message or follow-up with my planner?

A: Once paired, you can message your planner, share documents, and schedule follow-up sessions through the same tab in the app.

Last updated: September 2025