Maven Lane Planning Packages

One-size does not fit all - find a Financial Planning Package that will meet your exact needs. These packages were designed to offer cost-effective options that will cater to your unique financial situation, no matter where you are in your financial journey. Take our quiz to find out what package is recommended for you.

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Hands-Off

Hands-Off

Get organized and set a foundation for your future with a financial blueprint and snapshot. Access to your own planning website and tools.

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Hands-On

Hands-On

Receive a more thorough analysis of your personal situation and tailored recommendations to help you pursue your goals.

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Comprehensive

Comprehensive

Dive deep into your financial situation and build your legacy. Receive personalized guidance on advanced planning topics.

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