Jay Abolofia, PhD, CFP® Your MaxiFi Co-Pilot

Work with an expert in economics-based planning to construct and optimize your plan.

What’s Included in the Co-Pilot Service?

A full walkthrough of MaxiFi with an economics and personal finance expert

Applying a checklist to make sure you have the financial information necessary to create your plan

Creating a base plan after reviewing your financial data and your initial assumptions

Creating and comparing meaningful what-if scenarios to help you quantify the financial trade-offs involved in your life’s biggest decisions

Interpreting and clarifying your plan's results

Optimizing and refining your plan to raise your living standard without taking unnecessary risks

Who is MaxiFi Co-Pilot For?

If you’re getting started with MaxiFi, but you want professional support with some of your more complex and detailed questions, then Co-Pilot is for you.

With MaxiFi’s Co-Pilot service, you can tap into the knowledge of Jay Abolofia, a Certified Financial Planner who has given hundreds of households like yours the clarity they need to make financial decisions with confidence.

Meet Your Expert

Jay Abolofia, PhD, CFP®

Jay Abolofia is a fee-only, fiduciary and independent financial planner and the Founder of Lyon Financial Planning LLC. Jay is an economist and Certified Financial Planner™ professional. He is a member of the National Association of Personal Financial Advisors.

Book a session with Jay

A Note from Jay about the Co-Pilot Service

Everyone needs a quality financial plan. Learning to use new software, let alone the ins and outs of personal finance theory, can be daunting and time-consuming. Explaining difficult concepts in a clear and concise manner is one of my greatest passions. Helping others find solutions to challenging problems is incredibly rewarding.

I have spent years using economics-based planning and MaxiFi with my clients at Lyon Financial Planning, from young couples just starting out to those transitioning to retirement and beyond. It is the only way to accurately solve for, and discover meaningful ways to increase, your discretionary spending–whereas conventional planning does nothing more than guess.

As your Co-Pilot, I guide you through the construction, interpretation and optimization of your MaxiFi financial plan.

Whether you’re new to financial planning or a bona fide expert, I am looking forward to being your Co-Pilot. During your Co-Pilot session, I will not provide specific financial or investment advice.

Jay Abolofia

Founder, Lyon Financial Planning

Simple Pricing

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

Co-Pilot Session

A Co-Pilot session costs $1,000 for a personalized, one-on-one call with a financial expert committed to giving you professional support to build your financial plan.

$1,000

per session

What's included:

A full walkthrough of MaxiFi with an economics and personal finance expert

Applying a checklist to make sure you have the financial information necessary to create your plan

Creating a base plan after reviewing your financial data and your initial assumptions

Creating and comparing meaningful what-if scenarios to help you quantify the financial trade-offs involved in your life’s biggest decisions

Interpreting and clarifying your plan's results

Optimizing and refining your plan to raise your living standard without taking unnecessary risks

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 Co-Pilot 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.

Do I have to set up my plan before my Co-Pilot session?

Jay Abolofia will send you a checklist in advance so you can be prepared with all your financial data. During the session, Jay will review your inputs and assumptions before helping you run a Base Plan, create an alternative profile and review your reports.

What if we don’t cover all my questions in the 2-hour session?

You can book an additional session with Jay 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.
The sessions will not be recorded. You can take notes and make screenshots during the session.

Is Jay Abolofia a licensed financial planner?

Yes. Jay Abolofia has a Ph.D. in economics and is a CFP ® ––a Certified Financial Planner. He is a fee-only fiduciary and independent financial planner and the founder of Lyon Financial Planning LLC. None of the MaxiFi services include investment advice.