Origin is here for you. At every stage of life.

Origin combines real financial planning pros with cutting-edge technology to help you gain control of your finances and plan for your future.
Already a member?
Sign In

A plan so good, you’ll brag to your friends and family.

No more seminars or long docs that put you to sleep. Our real financial planners help you figure out where you want to go and give you the tools to get there.
A real financial planner that works with you 1:1 to define your financial strategy
A visual roadmap with your lifestyle goals and wishes
One place with the tools you need to reach your goals
One place to connect and see everything in your life that has to do with money

Origin answers your questions and helps you take action to reach your goals.

You have questions. Our financial planners can help you with the answers. Armed with the knowledge you need, you can conquer your financial future with confidence.
How much can I afford to spend on a car while paying down my student loans?
We know how paralyzing student loans can feel. Unlike a home loan, student loans can also feel more pesky because you don't have a visible asset like a home to support the payments. We are here to tell you that you can take on additional debt if you need to purchase something like a car. However, understanding how much debt is critical to ensuring you live within your means and are still able to save for your future.

Your future isn't just about other goals like buying a home and traveling, it's also about your retirement. In order to understand how much car you can afford, we would consider your debt relative to your income. We can help you consider financing a car purchase vs. paying cash, and make sure you get a competitive auto loan rate. An Origin planner is here to make sure you get the right information and guidance to make the right decision for you and your future.
How much can I spend on a house if I also want to have kids?
With so many moving pieces to your financial picture, a decision like this can be overwhelming. There’s no one way to answer this question because this decision cannot be made in a vacuum.

As financial planners we consider your income, spending, and saving. We look at the time horizon for buying a house and having children. We’ll need to consider future goals such as retirement and college funding as well. Once we have an idea of the overall picture, then we can adequately recommend a purchase price for your home that will not put your other goals (both short term and long term) at risk. You’re asking the right question- with a little digging, we can get you to the right answer.
I’m 30 and I’m just starting to save $15,000 per year. When can I comfortably retire?
This is a great start to saving! To answer this question, we would want to consider your spending patterns and current account balances (by tax-status).

We would also want to understand future goals that you might be saving for (a home, new car, kids, etc.) as money spent on these goals will not be available to save for retirement. Healthcare also becomes an important consideration when people want to retire early, as purchasing private insurance (after quitting your job but before you are eligible for Medicare) can be expensive. By taking a holistic view of your current financial situation and future financial goals we can provide a more precise answer to how early you could retire.

A plan that goes wherever you do. 
A toolbox for whatever life throws at you.

How it works

Meet your planner.
Origin is here to discuss any questions you might have about your finances. From paying off loans or saving for a home, to planning for retirement, we’ve got you covered.
Receive your roadmap.
We combine cutting edge financial technology with certified financial planners to help you build a custom financial strategy that meets your needs.
Take action.
Advice is great. Action is better. Our recommendations are actionable directly through our app.
We're always here.
Life happens. Families grow. Things change. We make planning for and navigating your unique journey a whole lot easier.

First time creating a financial plan?

What does Origin do?
Origin will help you build and implement a holistic financial plan. We combine cutting edge technology with certified planners to give you personalized recommendations that help you reach your goals and manage your financial life.
Are we on the same side?
Yes! Every financial planner at Origin is a fiduciary. That means we are required by law only to recommend financial plans and products that are in your best interest.
What can you help me with?
Got student loans? A baby on the way? Planning to buy a home? Worried whether you’re saving enough?  We give you unlimited access to our financial planners to help answer any question you might have. We can help you plan your savings, student loans and other debt payoff, estate, insurance, retirement and more.
How does it work?
Think of us like primary care for your financial life. You’ll start with a 1:1 video meeting with one of our (amazing) financial planners. They’ll work hand-in-hand with you to collect some basic information about your life goals and wishes. From there, we use a combination of expert insight and financial technology to develop and implement a financial plan that's tailor-made for you and your family.
Who pays for Origin?
Say thanks to your HR Team! They are covering our fees so that Origin financial planning is offered to you at no cost. Origin charges your employer a flat subscription fee for access to the service.
Is my information safe?
We use best-in-class, bank-level 256-bit AES data encryption and other security protocols to protect your information. We never share your information with your employer.
Still have questions? Contact us here: