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Advice

Partner with a financial planner or harness AI for tailored insights to drive your financial goals.

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AI-Powered Guidance

Create personalized financial strategies with the help of Sidekick, your AI-powered assistant.

Portfolio Optimization

Understand your position across accounts, uncover hidden fees, and find ways to optimize your portfolio and boost your investments.

Cash Flow Analysis

Gain deep insights into your spending habits, optimize your cash flow, and create a plan to effectively manage your debt.

Long Term Planning

Craft a personalized strategy to secure your financial future, from savings protection to retirement success.

Being informed can help you make smarter decisions when it comes to managing your money. Leverage AI insights to confidently steer your financial journey, from budgeting to retirement.

What expenses can I cut to make room in my budget?

How much can I contribute to a Roth IRA?

When can I afford to buy a car?

Which of my stocks are performing best?

Do I need an estate plan?

What expenses can I cut to make room in my budget?

How much can I contribute to a Roth IRA?

When can I afford to buy a car?

Which of my stocks are performing best?

Do I need an estate plan?

What is my exposure to tech stocks?

How can I reduce my spending?

What are my top 5 spending categories?

Am I on track with my budget for the month?

How does equity compensation work?

What is my exposure to tech stocks?

How can I reduce my spending?

What are my top 5 spending categories?

Am I on track with my budget for the month?

How does equity compensation work?

Proactive Notifications

Real-time notifications so you never miss a beat when it comes to your money.

Spending Changes

Get instant alerts on key changes to your spending, investments, credit score, and more.

Weekly Market Recaps

Access the latest market insights and track the top movers in your portfolio.

Credit Score Alerts

Get notified if your credit score changes, so you can respond quickly.

Certified Financial Planners®

Book a one-on-one session with one of Origin's Certified Financial Professionals® for tailored guidance and actionable steps.

Buy a home

Build an emergency fund

Invest for retirement

Pay down debt

Save for a vacation

Certified & Professional

Leverage the expertise of planners from top firms with decades of combined experience.

Affordable Expertise

Access CFP® professionals for just $119/session—a smart investment in your financial future.

Results Driven

Get targeted advice for whatever you and your family's goals may be.

FAQs

Got questions? Find answers.