Get the Standard gig for a basic plan that will assist you in your financial life.
And for the Premium gig, you will get a very comprehensive plan that is a valuable tool in your planning of education for a child or your retirement.
While I will require a lot of information, identifying numbers or accounts numbers are not needed.
I have an MBA, a Master's in Accounting and a Master's in Financial Planning. I have an eye for details and produce reliable results.