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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 "Hands-On" Planning Package

Best for individuals and families who want a full financial plan and personalized guidance across the most important areas of their financial life - including retirement, tax strategy, education planning, and estate planning strategy - without the need for year-round engagement or complex coordination.

Move beyond the basics with strategic guidance, annual plan updates, and deeper insight into your goals.

This tier includes a complete financial plan, created with your goals and priorities in mind. It’s designed for clients who want meaningful strategic input and a clear action plan, with support for refining it annually as life evolves.


$3,500 One-Time Payment

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

Cash Flow & Savings Planning

Support for setting savings targets, optimizing budgeting, and aligning cash flow with both short- and long-term goals.


What this includes:

Create realistic and meaningful savings goals tied to specific life milestones (e.g., home purchase, education, travel, retirement). We will use scenario modeling to explore tradeoffs and help you set priorities.

Personalized Financial Plan

A personalized plan that brings together the core areas of your financial life; your plan is built around your goals and values, and is reviewed annually to ensure it remains relevant and actionable.


What this includes:

Cash Flow and Savings Planning, Retirement Income and Withdrawal Planning, Tax Minimization Strategies, Education Funding and College Planning, Insurance and Risk Management, and Estate Planning Coordination

Estate Planning Coordination

Review of existing estate documents and beneficiary designations to ensure alignment with your intentions. We also offer support through Trust & Will for setting up straightforward, non-complex estate plans - a great option for those who don’t yet have legal documents in place.


What this includes:

This is an Estate Review only. Formal legal advice is provided by Trust & Will or your own attorney.


*Trust & Will is not affiliated with or endorsed by LPL Financial. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Annual Review Meeting

As your life changes, your Financial Plan may change as well.


What this includes:

A dedicated meeting each year to revisit your plan, review progress, and make adjustments based on life changes or shifting priorities.

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. 

Tax Minimization Strategies

Forward-looking guidance to help reduce tax exposure and coordinate with your overall plan.


What this includes:

This is tax planning; we do not provide tax advice or prepare returns but can collaborate with your CPA as needed.

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:

Access to our SmartStart College Search & Query tool, along with advisor-ran college funding hypothetical reports.

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

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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Maven Lane Tax Review

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.


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

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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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