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1700 South El Camino Real, Suite 504, San Mateo, CA 94402

(650) 389-1031
clientcare@mavenlanefinancial.com
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The "Comprehensive" Planning Package

Best for individuals and families with multifaceted financial lives - such as approaching or living in retirement, managing multiple income sources, navigating equity compensation, or planning for future generations - who want an experienced partner to help strive to organize, optimize, and guide every part of their financial picture.

Maximize opportunities, minimize taxes, and coordinate your financial life with intention.

This is our most in-depth planning tier, designed for those who value clarity, coordination, and proactive support throughout the year.


Starting at $5,000 One-Time Payment

12-month commitment is required; renews on an annual basis. Price varies with complexity.

Comprehensive Financial Plan

A 360-degree plan tailored to your life stage, goals, and values. 


What this includes:

Cash Flow and Spending, Investment Strategy, Retirement Income and Distribution Planning, Equity Compensation (if applicable), Tax Strategy and Scenario Modeling, College Planning, Education Funding, Legacy Planning, Estate and Insurance Reviews

Ongoing Guidance & Check-ins

Your plan evolves with you, with structured updates each year—or whenever life changes.


What this includes:

Scheduled planning meetings as necessary, and on-demand adjustments when life events arise.

Coordination with CPAs, estate attorneys, and other professionals. Documentation of financial decisions to keep your plan on track.

Family, Gifting, & Legacy Planning

Support for family-centered goals and transitions, such as education savings strategies, charitable and philanthropic giving strategies, and multi-generational wealth planning.


What this includes:

Explore tax-efficient strategies such as Qualified Charitable Distributions (QCD's). Plan for legacy giving through trusts, beneficiary designations, and estate coordination.

Equity Compensation Strategy

For clients with stock-based compensation, we offer support with RSUs, ISOs, NQSOs, ESPPs.


What this includes:

Guidance on timing, taxes, and diversification, and integration with your overall income and retirement plan.

Tax Minimization & Planning

We don’t prepare tax returns or provide tax advice, but we work closely with your CPA to align financial and tax strategies.


What this includes:

Explore tax-efficient withdrawal and income strategies. Model scenarios (e.g., Roth conversions, sale of assets, equity events), and plan across multiple years to reduce long-term tax drag.

Insurance & Risk Management

Evaluation of existing coverage and risk exposures, along with input on strategies to protect income, assets, and your family.


What this includes:

An assessment of your existing insurance policies to identify coverage gaps or savings opportunities. 

Maven Lane Annual Tax Review

Delivered annually using Holistiplan insights to highlight planning opportunities and support informed decision-making.


What this includes:

Includes annual tax analysis and advisor-led scenario modeling for Roth conversions, income changes, or other tax-sensitive planning decisions.

College Planning & Education Funding

Guidance on 529 plans and other strategies for education-related goals. If your children are nearing college, you can utilize our SmartStart College Search tool. 


What this includes:

Align your education savings with overall cash flow and other family priorities, and avoid funding shortfalls.

A Clearer View of Your Finances

A personal planning online portal with real-time net worth tracking, budgeting tools, account aggregation, secure document storage, and more.


What this includes:

Ongoing access to the Maven Lane Planning Portal, powered by eMoney.

Advanced Planning Add-on

Advanced Planning Add-on

For clients with $5M+ in net worth, business interests, or multi-generational legacy goals. This optional upgrade builds on your Comprehensive Plan and addresses the added complexity that often comes with significant wealth.

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Your Planning Portal

Your Planning Portal

The Maven Lane Planning Portal, powered by eMoney, gives you a secure, easy-to-use space to see your full financial picture.


Link accounts, track progress toward your goals, and store important documents-all in one place, accessible whenever you need it. It’s designed with a goal to keep you organized, informed, and confident every step of the way.

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SmartStart College Planning

SmartStart College Planning

For parents of college-bound students, navigating the college search process while trying to minimize out-of-pocket costs can feel overwhelming. That’s where the Maven Lane SmartStart College Planning Tool steps in.


With the right information at your fingertips, you’ll be empowered to:

  • Compare colleges based on true net cost

  • Maximize scholarship & financial aid opportunities

  • Explore 529 tax savings benefits by state
Learn More

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