We support customers in advancing their goals around DE&I in the workplace, while building an inclusive culture at Origin.
To best serve a diverse range of employees, Origin proactively recruits a network of Certified Financial Planners™ more diverse than the general CFP® population—across race, gender, language, career background, and more. By having planners who represent a diverse range of backgrounds, customers can work with someone they can relate to personally and professionally.
Members can request a planner who reflects their life experience and financial goals, including LGBTQ estate planning, caregiver support, divorce planning, Gen Z and Millennial finances, and more.
We partner with People teams and Employee Resource Groups to promote Origin among employees who may historically have had less access to financial guidance and wealth creation.
Origin is the only financial wellness benefit with a global network of financial professionals in 40+ countries, enabling customers to offer Origin as an equitable benefit for international employees.
Discussions about finances can be vulnerable and personal. Origin planners create safe, supportive spaces where members feel comfortable sharing their financial history and taking active steps toward financial well-being.
Origin’s mission is to make money simple. It starts with closing the financial literacy gap and having financial planners as diverse as the members we serve. The Origin Diversity Program works to break down these barriers to make financial education accessible to underserved and underrepresented communities, and award scholarships to aspiring CFPs from diverse backgrounds.
In 2021, the Origin Diversity Program awarded 10 scholarships worth $5,000 each to qualified individuals pursuing their Certified Financial Planner™ professional certification who are from an underrepresented population. In addition, each recipient received 1:1 mentorship from an Origin financial planner.
We work with college-aged students to deliver financial education in a group and 1-on-1 setting so they can prepare themselves for life after school. Our series includes information about matering money habits, maximizing compensation and benefits, navigating debt, planning for a large purcahse, and investing and retiement planning.