How does Origin's Financial Planning feature work?

Origin offers direct access to our network of Origin Financial Professionals who would be best suited to assist you with any finance questions you may have! Scheduling with an Origin planner is easy and takes just a couple minutes.

• Head to "Advice" in your left navigation menu and select "Financial Planning" at the top of the screen
  • If planning sessions are included in your employer plan, you can schedule a meeting after selecting your planner.
  • If you're a direct subscribe and would like to purchase a meeting with an planner, you will be prompted to enter your payment information after pairing with a planner.