Busy? Anxious? Overwhelmed?We're here to help.

Let your personal MaxiFi Concierge give you in-depth, personal guidance on using MaxiFi to make financial decisions

Book Your Session

What Does the Concierge Service Cover?

Your Concierge will schedule an initial two-hour session where they will:

Review of your data inputs

Settings, assumptions and best practices

A walkthrough of your Base Plan Report

How to maximize your plan

Key options for customizing your cash flow and living standard preferences

Using alternative profiles to explore financial decisions

Who is MaxiFi’s Concierge
Service For?

If you are procrastinating, feeling overwhelmed, need to make big decisions, or are simply unsure where to start, MaxiFi’s Concierge Service is for you.

Your personal Concierge will teach you to understand the program inputs, the meaning of the assumptions, and the story told by the reports. You’ll get expert guidance all along the way.

With the guiding hand of your personal expert and their unmatched knowledge of MaxiFi, your plan will be on course in no time.

Meet Your Concierge

Laurence J. Kotlikoff

Our founder, Laurence (Larry) J. Kotlikoff, is a William Fairfield Warren Professor and Professor of Economics at Boston University, a Fellow of the American Academy of Arts and Sciences, a Fellow of the Econometric Society, and a Research Associate of the National Bureau of Economic Research. Professor Kotlikoff received his B.A. in Economics from the University of Pennsylvania in 1973 and his Ph.D. in Economics from Harvard University in 1977. Larry's passion is helping households like yours improve their financial lives.

Book a session with Larry

Mark and Kara Brandt

Mark and Kara Brandt are MaxiFi support experts and long-time users who have helped many household and professional customers achieve maximum benefit from MaxiFi through Orientation sessions, the Flight Check service, and product demos. Mark earned a BS in Aerospace Engineering from UCLA. Kara graduated from UNC-Chapel Hill with a bachelor’s degree in mathematics. Both served as pilots in the Air Force and Mark continues to fly for United Airlines while Kara trains military and commercial pilots. In Larry Kotlikoff's words: "When it comes to using MaxiFi to help with your specific goals and needs, Mark and Kara are truly The Right Stuff.

Book a session with Mark and Kara

Simple Pricing

No subscriptions. No upsells. Just high-quality, one-on-one financial guidance.

Flight Control Service

Expert, One-to-One Guidance over one two-hour session and three follow-up sessions

$2,500

What's included:

Help you input your data

Review settings, assumptions, and best practices

Run your Base Plan, providing comfort and confidence with its results

Detailed summary with actionable Show you how to use MaxiFi's Social Security, Roth Conversion, and other powerful optimization tools to find ways to raise your living standard

Explain how to explore major financial decisions, from switching jobs to retiring early, by building and comparing alternative profiles

Demonstrate how to examine your investment decisions using MaxiFi's unique Living Standard Monte Carlo

Help you set up and track your sustainable discretionary spending level

Answer questions you have at every step of the way

Book Your Session

Available to U.S.-based clients only

Recommended by Leading Experts

Professional advisors choose MaxiFi for financial planning grounded in research, made for real life.

"Thanks for creating this Roth Conversion feature. Generally Roth Conversion advice is that they are no-brainers for some, and for others... and always ending with the comment these are complicated and a suggestion to be sure to consult with tax and financial experts.

Michael Kitces

Nerd's Eye View

"As a Certified Financial Planner, I use MaxiFi when I am completing my client's overall financial plan. I continually hear that my clients love... being able to understand what their discretionary spending can look like in today's dollars projected for the rest of their life.

Bob Goldberg

CFP®, CPCU, President, Blue Coast Financial Planning, Maple Glen, PA

"I believe my husband and I will enjoy a much better retirement without worry because of this program. If we should both live long lives, I can easily see that we will gain tens of thousands of dollars in income over the course of our retirement by applying just one or two maximization principles. Thank you so much for designing this excellent program!"

Ruth Mason

Director, Engineering Divisions Boston University

Frequently asked questions

Do I have to buy MaxiFi to use the Concierge Service?

Yes, you must purchase MaxiFi Standard or Premium to set up your plan before purchasing any additional service like Flight Check, Co-Pilot or Concierge.

Who provides the Concierge Service?

You can book a session with either Larry Kotlikoff or Mark and Kara Brandt.

Do I have to set up my plan before my Concierge session?

No, Larry Kotlikoff or the Brants will send you a checklist in advance so you can gather all your financial data. During the multiple sessions they will help you input your data and assumptions, run reports and review the results.

What if we don’t cover all my questions in the allotted sessions.

The Concierge Service includes an initial screen-share meeting and up to three follow-up sessions which can be scheduled up to 3 months from your initial meeting. You can purchase an additional Concierge Service if you have more to review.

Is my data secure and will I have a recording of the session?

We follow best practices in the financial software industry to keep your data safe and secure. See our security controls page
Larry Kotlikoff or the Brandts will only view a copy of your profile and will not directly access your account. The sessions will not be recorded. You can take notes and make screenshots during the session. You can also request that the updated profile be imported back into your account after the session.

Is Larry, Mark or Kara a licensed financial planner?

No. Larry Kotlikoff has a Ph.D. in economics. He is a professor of Economics at Boston University, and the founder of Economic Security Planning, Inc. Mark and Kara Brandt are not licensed financial planners. They are long-term experienced power-users of MaxiFi and have helped both households and professionals set up and run their MaxiFi plans. None of the MaxiFi services include investment advice.