Origin Financial
Sana is pleased to offer the Origin Financial Wellness benefit to all employees as a part of our ongoing commitment to supporting our employee's overall health and wellness. Please watch this Introduction to Origin Financial to better acquaint yourself with this benefit.
Origin is a holistic financial benefit provided at no cost to employees and qualified dependents, that can help create personalized financial plans with direct access to professional financial advisors. The Origin Financial Wellness platform combines cutting edge technology with 1-on-1 professional financial planners to help you gain control of your finances now and create a plan.
With Origin Financial you can:
- Connect with the right financial professional for your unique needs
- Get answers to your key money questions, better understand your compensation, benefits, and equity
- See a visual roadmap with your lifestyle goals and wishes
- Have one consolidated place to connect and see everything in your life that has to do with money and your financial future
Create your account at www.useorigin.com using your Sana.com email - it's that simple!
Have a tax question? Origin CFP® is able to help answer many of the most common tax planning questions related to asset sales and equity planning but does not offer tax planning and guidance. If your tax situation is unique, and you have a need for a tax professional with a specific specialization, use this CPA Search Guide to find the right professional for you.
Looking for a tax prep solution? Origin Tax a DIY tax service is now available and included for free for all members.
Learn more here.
- 2024 Tax Preparedness Session
- Basics of Estate Planning
- Financial Planning for the New Year Recording
- Financial Planning for the New Year Slides
- Tackling Mental Health Barriers to Financial Health Recording
- Tackling Mental Health Barriers to Financial Health Slides
- Managing Your Student Loans Recording
- Managing Your Student Loans Slides
- Investing During Volatile Markets Recording
- Investing During Volatile Markets Slides
- Financially Sustainable Living Recording
- Financially Sustainable Living Slides