How do I schedule a live meeting with my Origin Financial Professional?

If your employer offers planner meetings: Meetings are included at no extra cost. Easily schedule through your Origin profile by choosing a planner matched to your needs and selecting a time.

If planner meetings are not included in your employer plan: No problem! You can purchase a 45-minute session for $119.

If you subscribe to Origin directly: You can purchase a 30-minute ($99) or a 60-minute ($149) planner session through your Origin profile.

To schedule a meeting:

1. Go to your Origin profile and select "Advice"
2. Scroll down and follow the prompts under "My Planner"
3. Choose your preferred planner from the list of best matches for you
4. Once you’ve confirmed your planner, select a time to schedule your first meeting

When scheduling your first meeting, remember:

• Your 1-on-1 planner meeting is for the duration detailed above
• You can reschedule or cancel your meeting up to 24 hrs before it occurs. If you have purchased a session and cancel within 24 hours, you will not receive a credit.

Was this article helpful? Let us know below!