Why did my planner change?

Sometimes your Origin Planner may change if your previous planner is no longer part of our network. When that happens, we’ll do our best to reassign you to a new (equally qualified and awesome!) planner with a similar profile and expertise.

Your new planner will have access to your previous Financial Plan and information, so the transition should feel smooth and familiar.

Prefer to choose your own planner? You can always select a new one directly from your dashboard.

How do I change my planner?