1700 South El Camino Real,
Affordable & flexible:Financial Planning Packages
Cost-effective subscription packages, designed to cater to your budget and needs.
Information at your fingertips:Client Resources
"Education is our passport to the future, for tomorrow belongs only to the people who prepare for it today." - Malcolm X
The Discovery Interview:Your Financial Picture
The first step is to get to know you, your current financial situation and priorities
At Maven Lane Financial Group, our mission is to make your financial planning experience as uncomplicated as possible. We connect with individuals around the nation to create viable financial plans that focus on goal-driven action. Contact us today for an introductory phone call and complimentary financial review.
Our clientele ranges from retirees and individuals preparing for retirement, to young professionals looking for financial guidance as they continue to accumulate wealth and grow. Often, clients that come to us are professionals working in technology needing assistance with their stock options, complex benefits and investments, as well as financial planning, tax strategies, estate planning and insurance analysis.
Regardless of your stage in life, your income or your goals, a plan can help you accurately manage your finances. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Prepare your finances now to support your lifestyle down the road.
We calculate your risk tolerance to assist you in wise investing options.
Seek guidance for collegiate funding from one of our experienced advisors.