Financial Planning
Get personalized guidance for decisions both big and small—from buying a home to saving for a vacation.
Sidekick
Trained by Origin's expert Certified Financial Planners™, Sidekick is AI-powered guidance built into Origin. Ask all your money questions and get real-time answers, tailored to you. Included in your Origin membership for $12.99/month.
Ask Sidekick
Sidekick effortlessly gives you real-time guidance. Start a conversation with Sidekick about any of the following topics.
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?
Human Guidance
Financial planning led by experts
Book a session with Origin's best-in-class Certified Financial Planners™ to get the expertise and support you need to reach your goals, for only $119/session.
Match with a dedicated financial planner
This isn't just about advice; it's about forming a partnership to navigate your financial future. Pair up with a CFP™ based on your goals and priorities.
Get financial advice that puts you first
Schedule a one-on-one session when you need it. Team up with your dedicated planner to understand and address your financial needs and goals.
Make money moves
Receive actionable recommendations to help you achieve your financial goals. View and track your progress right in the Origin app.
Guidance for Every Moment
Whether you want to build an emergency fund or buy a home, Origin planners help you turn those goals into reality with personalized guidance.
Build an emergency fund
Buy a home
Invest for retirement
Pay down debt
Save for a vacation
Build an emergency fund
Buy a home
Invest for retirement
Pay down debt
Save for a vacation
FAQs
Got questions? Find answers.
What qualifications do Origin planners have?
Our financial planners are all CERTIFIED FINANCIAL PLANNER™ professionals (CFP®). This certification is one of the highest standards of competency, ethics, and professionalism in the finance industry. To achieve this certification, planners must meet extensive requirements for education, exam, and professional experience and adhere to strict ethical standards.
How does Sidekick work?
Sidekick is AI-powered financial guidance. Sidekick leverages generative AI models along with Origin's financial expertise to deliver personalized financial guidance.
After connecting your financial accounts, Sidekick reviews your spending patterns, investments, and full financial profile to gain an understanding of your unique situation. It then provides insightful recommendations and answers tailored to you.
Is my financial data secure with Sidekick?
At Origin, we take data security seriously and make it our top priority to keep your personal financial information safe, private, and used only to benefit you.
We utilize bank-level 256-bit AES encryption and data is transmitted securely via HTTPS protocols. Our systems are monitored 24/7 and we partner only with industry-leading data hosting and security providers.
Sidekick uses your data solely to analyze your financial situation and provide personalized recommendations. It does not share or save your data. To learn more about how Origin uses your data, see our privacy policy.
We will never sell, share, or use your data for any purpose beyond serving you. You can connect/disconnect account access at any time.