Origin

What is Origin?

Origin is a comprehensive financial management platform designed to help users effectively track, manage, and grow their finances. With features that focus on holistic net worth tracking, budgeting, investing, and personalized financial guidance, Origin simplifies the complex world of money.

What are the main features of Origin?

1. Holistic Net Worth Tracking: Gain a complete view of your financial situation, including income sources and expenses.

2. Smart Recommendations: Automated evaluations of transactions provide actionable insights for budgeting and saving.

3. AI-Powered Financial Guidance: Utilize Sidekick, your AI planner, for real-time answers to money questions or opt for personalized help from CERTIFIED FINANCIAL PLANNERS™.

4. Automated Investing: With Origin Invest, enjoy automated investing services without any advisory fees.

5. All-In-One Financial Management: Access tools for budgeting, tax assistance, estate planning, and more, all under one platform.

How to use Origin?

To start managing your finances with Origin, sign up for a free trial that lasts for one month. Once you enjoy the service, you can continue with a subscription for just $12.99 per month. The platform is user-friendly and allows you to track your finances conveniently through the web or mobile app.

What are the pricing options for Origin?

Origin offers a straightforward pricing model at $12.99 per month after a free month trial. This includes access to all financial tools and resources, providing tremendous value for those looking to simplify their financial lives.

Helpful Tips for Using Origin

• Take Advantage of All Features: Make sure to explore every aspect of the platform, such as budgeting tools and tax assistance.

• Set Clear Financial Goals: Use Origin’s recommendations to identify and pursue your financial objectives.

• Engage with Certified Financial Planners: Don’t hesitate to connect for in-depth advice and tailored planning sessions.

• Track Your Progress: Regularly review your net worth and adjust your financial strategies as needed.

Frequently Asked Questions

Can I manage my student debt with Origin?

Yes, Origin provides tools and guidance specifically designed to help you plan for and pay off student debt effectively.

Is there a mobile app for Origin?

Yes, you can download the Origin app from both the App Store and Google Play for convenient access to your financial management tools.

What happens after my free trial period?

You will automatically be enrolled in the subscription plan at $12.99 per month unless you decide to cancel before the trial ends.

Does Origin provide estate planning services?

Absolutely! Origin has recently introduced estate planning features to help you manage and prepare your financial legacy.

Are there any hidden fees when using Origin?

Origin investment accounts come with 0.00% expense ratios, and any potential fees charged are communicated during the account setup process.

By utilizing Origin's comprehensive set of financial tools and personalized support, you can take control of your financial journey and move towards a more secure financial future.