- FeaturesFeaturesHow it WorksUnderstand the MaxiFi features that help you build your lifetime planRoth Conversion OptimizerMaxiFi helps you optimize conversions and reduce taxesUse CasesHow can you put MaxiFi to use?Life Insurance Contingency PlanningGet peace of mind from life insurance recommendations tailored for youLiving Standard Monte CarloManage your living standard risk with confidence
FeaturesHow it Works . Understand the MaxiFi features that help you build your lifetime planLearn More - ServicesServicesOverviewChoose the right level of support for your plan and needsFlight CheckGet off the ground with comprehensive, expert guidanceCo-PilotElevate your financial plan with one of MaxiFi’s certified financial plannersConcierge ServicesPersonal, expert guidance to make the most of your financial plan
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- Resources
- Why MaxiFiMaxiFiEconomics-Based PlanningHow Nobel Prize-winning economics gives you a clear view of your financesCase StudiesReal stories about how MaxiFi helps users make smarter decisionsTestimonialsMaxiFi is trusted by households and experts for clarity and confidenceHow MaxiFi ComparesWith so many tools out there, how do you know MaxiFi is right for you?PressRead expert commentary and critical acclaim for MaxiFi
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- AboutCompanyOur VisionThe best person to take control of your financial futureMedia ResourcesLogos, background information, and media contactsFounder and AdvisorsMeet Laurence Kotlikoff and the visionary MaxiFi teamAffiliate ProgramAs a MaxiFi affiliate, you can share offers and discountsCareersWhy working at MaxiFi is rewarding, empowering, and impactfulContactQuestions or feedback? Get in touch with the MaxiFi team
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Get Off the Ground with Expert Advice You Can Trust
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What Does a Flight Check Cover?
Who is Flight Check for?
Meet Your Expert
Mark and Kara Brandt
What’s Included in a Flight Check?
Flight Check
Includes a pre-flight planning package to help you prepare ahead of your meeting.
$250
Your comprehensive 60-minute session will cover:
Recommended by Leading Experts
"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.
"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.
"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!"
Frequently asked questions
Do I have to buy MaxiFi to use the Flight Check 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 receive any information in advance that helps me prepare for my Flight Check?
Yes, the Brandts will send you a planning package in advance to help you prepare for the meeting.
Will both Brandts, Kara and Mark, conduct the Flight Check session?
The Brandts will both review your profile before the meeting, and both will make every effort to attend your session.
Do I have to set up my plan before a Flight Check session?
Yes, you will need to set up your plan before your session. If you would like full-service assistance including help inputting all your data, please consider the Concierge Service.
What if we don’t cover all my questions in the 60-minute session?
You can book another Flight Check or a more in-depth service like Co-Pilot or Concierge.
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 Brandts will only review a copy of your profile and will not directly access your account. The session 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.
Are the Brandts licensed financial planners?
The Brandts 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.