Morgen Rochard, CFP®, CFA Origin Wealth Advisers LLC

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About Morgen Rochard, CFP®, CFA

I’m Morgen Rochard and I am the founder of Origin Wealth Advisers. My firm is an independent, fee-only practice dedicated to helping young families and professionals align their finances with their life goals.

I know that finances can seem complicated and overwhelming at times. There are many moving parts, all of which require the proper attention to get you where you need to be. I am passionate about connecting these dots to help you reach your goals and most importantly live the life you want to live.

I am a fee-only CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst. Prior to founding Origin, I managed portfolios at UBS Financial Services for high net worth investors. I also worked at Merrill Lynch providing financial analysis for a large private wealth team. I started my career in finance trading for Trinity Derivatives Group as an equity options market maker. In my free time, I like to hang with my husband, learn French, play Scott Joplin on the piano, listen to JockoPodcast (Good Evening), and generally get after it.

All of these experiences have led me to believe that financial independence is only achieved by having a plan and being disciplined about sticking to it. My firm provides real advice to real people who want to get serious about their financial future. That is why I only provide financial planning and don’t sell products.

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Recently Published

Should I Own a Vacation Home?

April 27, 2020

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Year End Tax Planning!

December 7, 2019

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Cooking Can Be Fast and Easy!

November 27, 2019

About a year ago, I sent all my clients a pressure cooker recipe for chicken. I imagine the response was something like, "why is my financial adviser sending me bland recipes???" Yet, here we are again, me giving you cooking advice and you likely thinking the same thing as last year!

So why am I sending you this, again? It's because you're fantastic at what you do. You work hard. You run a crazy busy household. You are juggling so many plates that take-out seems like a necessity not a choice. You want to put healthy and reasonably priced food on the table. Yet, it seems completely out of reach.
And normally, I would agree with you - except that we only dine-out and do take out about 2-3 times per month and also run an incredibly busy household. I tell you this, not so you feel shame. I tell you this because it's encouragement. If I can do it, you can do it too!
Enter: "food assembly". It's not gourmet, it's not getting 5 stars on Yelp, but it's still tasty with the right spices. Plus - it only takes about 10-20 minutes to assemble. The more often you assemble food, the more efficient you will become.
The trick is pressure cooking or precooking your meat, poultry and fish on the weekends, (or whenever you have free time). Then, freeze them in portions for the family and become an expert defroster.
Here's what some food assembly looks like in our home:

  • Pre-cooked pressure cooked turkey, riced cauliflower, black beans, shredded cheese and fajita spices rolled into a tortilla, fruit of choice and/or extra veggies on the side (total time 15 minutes after turkey is cooked)

  • Skillet ground beef + meatloaf spice, steamed broccoli, pasta with favorite sauce, sliced apples

  • Pressure cooked chicken + spices, romaine lettuce with oil/vinegar/lemon juice + pomegranates, 2 minute brown rice

  • Skillet shrimp, add to pasta (Italian style, takes longer) or tortillas (Shrimp Tacos, in 10 minutes), edamame with sea salt, blueberries for desset

It can be done! You just have to plan. We typically have 3 repeat meals every week and switch up the other 1-2. We do leftovers for the remaining meals + one takeout or dining out. When we do go out, we really enjoy ourselves.

I challenge you to try this for 10 days and see if it's just as easy as ordering. Once you get the hang of it, it's faster, cheaper and healthier.

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Ideal Clients

  • Entrepreneurs
  • Gen X
  • Parents
  • Retirement Planning

Ways Advisor Charges

  • Flat Fee

Fee Options

  • Flat Fee: $9,999+

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