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 "Find your planner" in your left navigation menu:
If planning sessions are included in your employer plan, you can schedule a meeting after selecting your planner.
If you'd like to purchase a meeting with an planner, you will be prompted to enter your payment information after pairing with a planner.
Once you've selected a planner, you can also message them through your profile.
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