FAQ's
- 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 frequently should I interact with my Origin Planner?
- What are the US hours of availability for scheduling a meeting with an Origin Planner?
How to's
- How to cancel your planning session and receive a credit or refund
- I have a finance question, how do I get help?
- 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?