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! Purchase a 45-minute planner session for just $99 through your Origin profile

If you subscribe to Origin directly: You can purchase a 45-minute planner session for just $119 through your Origin profile 

To schedule a meeting:

1. Go to your Origin profile and select "Find Your Planner"
2. Select any topics you want to cover
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 45 minutes long
• 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!