How frequently should I interact with my Origin Planner?

This is up to you! The frequency of your interactions with your Origin Planner depends on your individual financial needs, goals, and preferences.

In general, it's a good idea to have at least an annual review with your Origin Planner to assess your progress, make any necessary adjustments, and ensure your financial plan is still aligned with your goals. However, if your circumstances change significantly or you have pressing financial questions, don't hesitate to reach out to your planner for guidance.

Open communication is key to a successful partnership with your Origin Planner!