Origin – Financial Planning

Origin – Financial Planning

Get 1:1 expert financial guidance, track your spending and investments, and file your taxes right in Origin. Origin is the all-in-one money management platform that supports you, so you don’t have to solve money questions solo.

1:1 Financial Planning:
– Match with a CERTIFIED FINANCIAL PLANNER™ professional based on your personal goals and priorities.
– Book a live session with your dedicated financial planner to ask any money questions and get expert guidance.
– Receive a step-by-step plan and track your progress in Origin.

Holistic Net Worth:
– Connect your bank accounts, credit cards, investments, loans, and retirement plans in one place to see your full financial picture in Origin.
– Track your holistic Net Worth and see how your assets and liabilities factor into it.
– Get powerful, personalized money recommendations, so you don’t leave money on the table.

Spending & Budgeting:
– Seamlessly track your spending, subscriptions, and bills with real-time expense tracking.
– Create a personalized budget that works for you.
– Effortlessly manage your cash flow and see money coming in and out.

Investing:
– Track individual stock and portfolio performance and optimize your strategy.
– Invest directly in Origin with no advisory fees eating into your returns.
– Answer a few questions and Origin will create a customized investment portfolio tailored to your risk tolerance and time horizon.

Sidekick:
– Get personalized financial guidance from Sidekick, your own 24/7 AI-powered planner.
– Ask any money question—from “How can I create a balanced investment portfolio?” to “How has my cash flow been trending?”— and gain clarity on your financial situation with expert-vetted answers.

Tax Filing:
– File your taxes right in Origin and navigate complex tax scenarios at no extra cost
– Take the dread out of tax season with simple, stress-free returns and expert tax specialists ready to help.

Equity:
– Track private or public equity compensation.
– See an overview of your estimated net value, your vested and unvested shares, and your projected value over time.

Safe, strong, and secure:

At Origin, securing your data is our number one priority. Origin has implemented best-in-class encryption, data protection, and operational protocols to ensure our members’ information is safeguarded.

– All account data is anonymized immediately so it’s not personally identifiable.
– All financial accounts connected to the platform are protected with bank-level security.
– SOC2 Type 2 certified
– GDPR compliant
– Tax product is IRS compliant