Can I choose my financial planner?

Yes, at Origin you have the ability to select a financial planner that best fits your needs through our planner matching. We know that every client's financial situation and goals are unique, so we provide you with options to find the right planner for you.

When scheduling your meeting, we will ask you about your financial priorities and circumstances. Based on your responses, we will match you with a few potential planners that have expertise relevant to your goals. For example, if you indicate paying down student loan debt is a top priority, we will match you with planners who specialize in debt management.

Some of the areas our financial planners have extensive experience in include:

• Equity compensation - If you have stock options, RSUs, or participate in an ESPP through your employer, we have planners who can help you maximize these benefits through strategic planning.
• Tax efficiencies - Our planners can assist with tax-advantaged accounts like IRAs and 401ks, as well as more complex topics like Roth conversions, optimizing deductions, and managing capital gains.
• Debt payoff - We have planners who specialize in creating customized debt payoff plans, including for student loans, credit cards, and personal loans. They can help negotiate lower interest rates and payments.
• Budget creation - If you need help managing your spending and creating a realistic budget that works for you, our planners can collaborate with you to develop a customized budget.
• Retirement planning - Our planners can help you project your retirement needs, maximize retirement accounts, and develop an income strategy for retirement.
• Estate planning - From wills to trusts and beneficiary designations, our planners can review your estate plan and answer your general questions.

You can browse planner profiles, which outline their experience, specialties and credentials. We want to provide the flexibility to choose the ideal planner for your financial situation.

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