Your Benefit Overview
At Proofpoint, our benefits programs are about your whole wellbeing and providing security for your life. We are excited to offer Origin Financial to provide financial planning support for you and your family.
Origin provides support across all things money. They can help you get answers to key questions, develop a plan for your money, and take action with the support of a professional financial expert.
Your Origin benefit includes free and unlimited access to a network of Certified Financial Planners to support your financial wellbeing. This benefit is currently available to all US Proofpoint employees. As Origin expands its services and technology into more countries, we will look to make it more widely available to our global teams.
Origin Certified Financial Planners can provide high-level guidance and strategize with you when planning ahead. Because finances impact everyone, we are also providing the opportunity in the platform to include partners and spouses, so you can plan your financial journey together.
One-Time or Ongoing Support Available with your Origin Financial Planner
- Manage all the details of your financial life
- Connect with the right financial professional for your unique needs
- Answer key tax questions
- Save for important events, needs or goals (i.e. dream vacation, wedding, home, etc.)
- Identify the best strategy and take action to pay down debt and hit savings goals
- Optimize retirement benefits and perks
If you have any questions about your financial roadmap or any of the recommendations made by your Origin Financial Planner, you are welcome to connect with them directly.
For general support or questions, contact Origin Customer Success. firstname.lastname@example.org
Access Origin Financial
Existing User: https://app.useorigin.com/login