Forecasting

Managing and Customizing Your Forecast

• I want to add an event to my forecast that I don’t see on the list. What do I do?
• What does my “legacy” represent and how does that affect my forecast?
• Is there a limit to how many scenarios someone can build?
• What happens to my forecast if I stop using Origin?
• Is my forecast private and secure?
• Can I share this with my partner or a financial planner?

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Interpreting the Graphs

• What does the “success rate” mean?
• What’s the Chance of Success graph?
• Can I see where my money is going in the forecast?
• What does the cash flow graph show?
• Why does my net worth drop at certain points?
• What’s included in my net worth projection?

How the Forecasting Tool Was Built and Designed

• How often should I update my forecast?
• Is the forecast AI-generated?
• Are financial planners involved in building this?
• What powers the forecast?

Understanding the Forecasting Tool

• Can I add my partner to my forecast?
• Can I model debt pay down strategies in forecasting?
• Do I need to be a financial expert to use this?
• Getting started with forecasting
• How accurate are Origin’s projections?
• How do I create another scenario to compare options?

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