Discover how easy managing your finances can be with Origin’s suite of tools and resources through our free 7-day trial. Whether you're budgeting, investing, or planning for the future, Origin is here to support your financial journey.
Subscription Options:
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Monthly Plan: Enjoy full access to all Origin tools for just $12.99 per month with the ability to cancel anytime.
- Annual Plan: Opt for an annual subscription at $99 per year to enjoy significant savings. This plan includes the same comprehensive access as the monthly plan, plus an exclusive 30% discount on premium services like personalized Financial Planning and our full Estate Plans.
Exclusive Planner Pricing:
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Employer Plans: If you access Origin through an employer plan that doesn't include planning, you can take advantage of personalized 45-minute financial planning sessions at a special rate of $119.
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Direct Purchase: For direct subscribers not accessing through an employer, 30-minute financial planning sessions are available for $99. For more complex questions, you can choose our 60 -minute meeting for $149.
Both options ensure you have comprehensive access to our platform, allowing you to manage and optimize your finances effectively.
- Investing through Origin Invest
- Sidekick AI assistant
- Spending insights and budgeting
- Simplified tax filing
- Basic Will through our Estate Planning
In some cases, the pricing model differs for Origin members who get access through an employer plan or partner program. Check with your benefits administrator for details.
No matter how you access Origin, there is flexibility to try it out and cancel your paid subscription anytime.
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