Single Strategy Session

The "Single-Strategy" Session

Best for individuals seeking clarity on financial decisions without committing to a long-term planning relationship.

A focused one-time session designed to give you expert insight and actionable guidance around a single issue.

This one-time session is ideal if you're looking for personalized guidance, clear direction, and actionable next steps on one or more financial questions - without the need for a long-term planning commitment.

Common Meeting Topics

Timing RSU, ISO, or NQSO exercises
Reviewing an employee benefit package or employment offer
Retirement plan decisions for self-employed or transitioning individuals (e.g., 401(k), SEP, Roth vs. Traditional)
Roth conversion analysis and timing strategies
Building a college savings strategy
Navigating budgeting or insurance questions
Tax planning for a liquidity event
Managing an inheritance or windfall
Prioritizing savings and cash management
A general check-in or Q&A on your financial picture

$750 One-Time Payment

No ongoing planning relationship. Maven Lane Planning Portal access not included.

Zoom Session

60-minute Zoom session with an advisor.

Document Review

Thoughtful review of any related documents ahead of the meeting.

Recommendations

Personalized follow-up summary with recommendations tailored to you.

"Hands-Off" Package

Lay a strong foundation with advisor insights and ongoing access to your digital planning portal.

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"Hands-On" Package

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

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"Comprehensive" Package

Built for complexity, this tier helps you maximize opportunities, minimize taxes, and coordinate your financial life with intention.

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