Forecast your future

Get clear on your future and see how major life events can shape your money over time.

Create a plan you can follow

Model your financial future

Easily explore how small changes today can have big impact tomorrow.

MORE ABOUT FORECASTING

Plan for life’s moments

Add any milestones to your Forecast, from family planning to unexpected windfalls, and understand how they can change your path.

Changing jobs

Buying a home

Getting Married

Retiring

Ask about your future

Get the answers you need to get clarity and make better financial decisions.

If I have a second kid can I still retire by 60?

What if I want to move to NYC?

What if I want to buy a 1.2M home this year?

Plans you can trust

Explore how creating a Forecast helps people at every life stage – whether you’re building wealth, starting a family, or thinking about what’s next.

Turn questions into plans

From raises to real estate to retirement, ask your biggest money questions and learn how life events can impact your finances.

Understand the trade-offs

Get an easy to understand summary of how a big life change impacts your Forecast.

Make your forecast yours

See your future shift in real time as you add milestones or adjust your plan’s assumptions.

Plan your next move

Make your goals a reality with expert-backed recommendations you can apply to your plan in seconds.

Project your success

See an instant projection of your net worth and cash flow based on your finances today and goals for tomorrow.

Answers to your questions

How does Forecasting work?

Origin’s Forecasting tool helps you plan ahead by showing how life events, spending choices, and income changes could affect your long-term finances. It combines your connected financial data with industry-standard modeling techniques—including Monte Carlo simulations—to project your net worth, cash flow, and retirement readiness over time.

You can add events like a home purchase, career change, or having a child to see how they impact your money. Forecasting also factors in taxes, inflation, investment growth, and Social Security. You’ll see a range of possible outcomes and your estimated probability of success—so you can make confident decisions today that shape your future.

Can I add my partner to my forecast?

Yes. If you share finances, you can include your partner’s income, savings, and goals for a complete household view. You can either invite your partner to join your Origin account or add their assets manually when setting up your first forecast.

Is Forecasting free?

Yes. Forecasting is included with every Origin membership. If you’re a paying member or currently on a free trial, you already have access.

How accurate are the forecasts?

Forecasts are designed to give you a realistic, data-driven picture of potential outcomes—not guarantees. They’re based on your inputs, market assumptions, and historical data. Your results will vary as markets, taxes, and personal circumstances change. That’s why you can update your forecast anytime to stay on track.

Can Origin’s Forecasting tool give me specific financial advice?

Forecasting is built to project your financial future and show how different scenarios might play out. While it provides powerful insights, it’s not a substitute for personalized advice from a financial planner. For tailored guidance, you can also book sessions with a Certified Financial Planner® (CFP®) directly through Origin.