These case studies illustrate the power of MaxiFi Planner to help families make smarter financial decisions

Case Studies

Behind the scenes at MaxiFi, "consumption smoothing" is at work providing a unique, economic approach to financial planning.

A couple explores the option of getting an advanced nursing degree.

A couple has just retired and wants to determine if converting 401(k) assets to a Roth will raise their living standard.

A young couple explores the option of a stay-at-home dad.

A couple explores the option of the husband leaving his job with excellent retirement benefits and becoming self-employed.

A couple nearing retirement finds that delaying Social Security gives them 22% more to spend every year starting today!

Plan for a Lifetime with MaxiFi Planner