Planner Focus Sessions
- Budgeting/Debt Focus Planning Session
- General Planning Sessions- 30 min & 60 min
- Investment Portfolio Review Session
- How do I choose between the planning session types?
- Can I book follow-up sessions?
- Do I need to prepare anything before the session?
FAQ's
- How can the Advice or Planning feature help determine mortgage affordability?
- Will I connect with the same financial planner each time?
- How much does it cost to meet with an Origin Financial Professional?
- What type of topics can my Origin Planner help me with?
- What qualifications or experience do Origin Planners have?
- Can I choose my financial planner?
How to's
- How to cancel your planning session and receive a credit or refund
- How does Origin's Financial Planning feature work?
- How do I schedule a live meeting with my Origin Financial Professional?
- How do I find the link to join my meeting with my planner?
- How do I message my planner?
- How can I share documents with my Origin Planner?