What Does the Concierge Service Cover?
Your concierge will set up an initial screen-share session and provide up to three follow-up meetings as needed to ...
- Help you input your data
- Review settings, assumptions, and best practices
- Run your Base Plan, providing comfort and confidence with its results
- Use MaxiFi's Social Security, Roth Conversion, and other powerful optimization tools to find ways to raise your living standard
- Build alternative profiles to explore education, career, housing, retirement, estate, and other decisions
- Use MaxiFi's unique Upside and Full Risk Living Standard Monte Carlo Tools to help you examine your investments
- Help you set up and track your annual budget
- Answer questions you have at every step of the way
Ultimately, the goal of your concierge is to make you feel confident developing a financial plan you can fully execute on your own.
Who Is MaxiFi's Concierge Service For?
If you are procrastinating, feeling overwhelmed, need to understand the impact of big decisions, or are simply unsure where to start, MaxiFi’s Concierge Service is for you.
Your personal Concierge will teach you how to understand the program inputs, the assumptions, and the story told by the reports. You’ll get expert guidance all along the way.
Your MaxiFi concierge and the program's unmatched power to sustain, raise, and protect your living standard will deliver just what you seek — financial peace of mind.
How does it work?
For $2,500, your 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.
To get started, please use the Sign Up page to purchase a one-year subscription to MaxiFi Premium, then book a Concierge service:
Book with our founder, Boston University economist Laurence Kotlikoff
Book with MaxiFi support and training experts, Mark and Kara Brandt