- 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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- Pricing
- 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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From a Quick Checkup to Full Service – Get All the Help You Need
MaxiFi is known for excellent customer support and bi-monthly free Office Hours featuring economists Larry Kotlikoff PhD and Jay Abolofia PhD and CFP ®. If you want personalized guidance you can book additional services.
Your one-hour, one-on-one meeting. Includes a pre-flight planning package to help you prepare ahead of your meeting.
Your comprehensive 60-minute session will cover:
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
The service costs $250, which includes a planning package to help prepare for your meeting. After the session, you should feel empowered to make the most of MaxiFi’s full potential as you plan your financial future.
Available to U.S.-based clients only
A Personalized, one-on-one call with a financial expert committed to giving you professional support to build your financial plan.
Your two-hour, personalized session will cover:
A full walkthrough of MaxiFi with an economics and 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
Available to U.S.-based clients only
Expert, One-to-One Guidance over one two-hour session and three follow-up sessions
Your comprehensive 60-minute session will cover:
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 waynext steps
Available to U.S.-based clients only
Flight Check
$250/session
Hit cruising altitude with our Co-Pilot service. You'll be teamed with a Certified Financial Planner (CFP™) who will help you get organized, create a Base Profile, create Alternative Profiles, review and analyze reports, and optimize your profiles.
Co-Pilot
$1,000/session
Hit cruising altitude with our Co-Pilot service. You'll be teamed with a Certified Financial Planner (CFP™) who will help you get organized, create a Base Profile, create Alternative Profiles, review and analyze reports, and optimize your profiles.
Concierge
$2500/session
Enjoy a first-class, full-service experience with our Concierge service. Let our experts take the controls and craft a comprehensive MaxiFi plan tailored to your needs, providing you with complete peace of mind.
Your one-hour, one-on-one meeting. Includes a pre-flight planning package to help you prepare ahead of your meeting.
Your comprehensive 60-minute session will cover:
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
Settings, assumptions and best practices
Help with any other questions you have about getting started with MaxiFi
The service costs $250, which includes a planning package to help prepare for your meeting. After the session, you should feel empowered to make the most of MaxiFi’s full potential as you plan your financial future.
Available to U.S.-based clients only