Financial Planning Guidance and Advice

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

Our planners come from leading firms like Morgan Stanley, Charles Schwab, Merrill Lynch, and Fidelity. They have an average of 8 years' experience, with the most seasoned boasting up to 20 years.

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. Some of our CERTIFIED FINANCIAL PLANNER™ professionals hold additional credentials such as Enrolled Agents or Chartered Financial Analysts.

Origin planners come from leading firms like Morgan Stanley, Charles Schwab, Merrill Lynch, and Fidelity. They have an average of 8 years of experience, with the most seasoned boasting up to 20 years. Our planning network includes 33% women, exceeding the Certified Financial Planner™ standard of 23%.

CFP® professionals also act as fiduciaries when providing financial advice to a client, which means they are legally and ethically bound to act in the best interest of their clients, putting client interests ahead of their own.

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.