Financial Wellness

Origin

Origin is our financial wellness partner, providing services designed to assist with your financial wellness journey. 

 Origin provides comprehensive financial support by pairing you with your own Certified Financial Planner. Advisors can help you develop a customized financial plan, get answers to complex financial questions, and take action with the support of a financial expert.

Employees and their partners have access to Origin’s services which include:

  • Scheduling meetings and messaging your advisor at any time.
  • Speaking with advisers who are knowledgeable about Affirm’s benefits.
  • Getting answers from designated fiduciaries, who are required to give you advice in your best interest.

 

All-in-One Platform

Through Origin’s all-in-one platform, Affirmers have access to Origin’s money management tools including a net worth calculator, an investment account, and a convenient way to manage all of your equity in one place.

 

Assistance with Equity

Origin is able to review and understand your rewards to develop a strategy that fits your personal financial plan, including:

  • Assistance with complete financial plan
  • Cash flow & budgeting
  • Retirement planning
  • Real estate planning
  • Tax planning*
  • Insurance planning

*Please note: Employees will not be charged a fee for tax planning, including one state and one federal tax filing. Employees may incur a fee if they have a complex tax circumstance (filing in multiple states, owning an LLC, etc).

Get Started

To get started, visit https://app.useorigin.com and sign up.

Have questions? Reach out to hereforyou@useorigin.com. 

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Financial Wellness – Affirm