• ★ Origin - Financial Planning
• ★ 2024-03-25
• ★ Questions & Answers

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About Origin - Financial Planning

Obtain 1:1 expert financial guidance, track your spending and investments, and file your taxes right in Origin. Origin is the all-in-one cash management platform that supports you, so you don’t have to solve cash questions solo.

1:1 Financial Planning:
- Match with a CERTIFIED FINANCIAL PLANNER™ professional based on your personal goals and priorities.
- Book a live session with your dedicated financial planner to ask any cash questions and obtain expert guidance.
- Get a step-by-step plan and track your progress in Origin.

Holistic Net Worth:
- Connect your bank accounts, credit cards, investments, loans, and retirement plans in 1 put to see your full financial image in Origin.
- Track your holistic Net Worth and see how your assets and liabilities factor into it.
- Obtain powerful, personalized cash recommendations, so you don’t leave cash on the table.

Spending & Budgeting:
- Seamlessly track your spending, subscriptions, and bills with real-time expense tracking.
- Make a personalized budget that works for you.
- Effortlessly manage your money flow and see cash coming in and out.

Investing:
- Track individual stock and portfolio performance and optimize your strategy.
- Invest directly in Origin with no advisory fees eating into your returns.
- Respond a few questions and Origin will make a customized investment portfolio tailored to your risk tolerance and time horizon.

Sidekick:
- Obtain personalized financial guidance from Sidekick, your own 24/7 AI-powered planner.
- Ask any cash question—from “How can I make a balanced investment portfolio?” to “How has my money flow been trending?”— and gain clarity on your financial situation with expert-vetted answers.

Tax Filing:
- File your taxes right in Origin and navigate complex tax scenarios at no additional cost
- Take the dread out of tax season with simple, stress-free returns and expert tax specialists ready to help.

Equity:
- Track private or public equity compensation.
- See an overview of your estimated net value, your vested and unvested shares, and your projected value over time.

Safe, strong, and secure:

At Origin, securing your data is our number 1 priority. Origin has implemented best-in-class encryption, data protection, and operational protocols to ensure our members’ info is safeguarded.

- All acc data is anonymized immediately so it’s not personally identifiable.
- All financial accounts connected to the platform are protected with bank-level security.
- SOC2 Type Two certified
- GDPR compliant
- Tax product is IRS compliant

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Origin - Financial Planning Cheats, Hints, Way to Modify, How to Use & How to Win.