Hands-Off Package

The "Hands-off" Planning Package

Individuals with relatively straightforward finances who want professional structure and guidance - without the need for comprehensive planning or ongoing meetings.

Lay a strong foundation with a personalized financial blueprint, advisor insights, and ongoing access to your personal planning portal.

This tier is designed for clients who are building a strong foundation, organizing their finances, or simply want an annual snapshot to stay on track. It includes written feedback from an advisor, strategic recommendations, and continuous access to your secure planning portal - ideal for those who value direction and organization but don’t require in-depth analysis or ongoing support.

This is a self-paced format with no scheduled meetings; review and take action at your own pace.

$1,750 One-Time Payment or $150/month

12-month commitment is required; renews on an annual basis.

Annual Financial Snapshot & Action Plan

A yearly review of your current financial picture - including income, spending, and savings.

What this includes:

Key observations, strategic suggestions, and a personalized checklist of next steps.

Risk Tolerance Assessment

Your risk tolerance provides valuable context for understanding how your current or potential investment strategies align with your personal risk preferences.

What this includes:

Upon onboarding, you'll complete a brief risk tolerance questionnaire. This tool helps gauge your comfort level with investment risk.

General Allocation Models

Helps you compare your current portfolio to typical planning benchmarks and your risk tolerance results.

(For reference only - not personalized investment advice.)

What this includes:

Sample investment allocations based on broad risk categories (e.g., conservative, income, growth).

Maven Lane Annual Tax Review

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

What this includes:

A personalized summary based on your most recent tax return.

SmartStart College Planning

This interactive portal is designed to simplify college selection. Identify schools that are a strong fit academically and financially, while uncovering opportunities to reduce your family's college expenses.

What this includes:

Access to our SmartStart College Search & Query tool, providing valuable information on college costs, available scholarships, and more.

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.

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 to keep you organized, informed, and confident every step of the way.

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Maven Lane Tax Review

Taxes touch every part of your financial life. Your tax return is a financial fingerprint: it's completely unique to you, complete with valuable clues and information, all of which is buried in dozens of pages and hundreds of numbers.

The personalized summary highlights the important details and removes the guesswork.

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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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