Services Overview

From quick checkup to full service — get all the help you need

MaxiFi includes great self-serve tools like email support and Office Hours, but if you’re looking for more personalized guidance, these paid services can help you go even further.

Flight Check

Our Flight Check service provides a quick review to ensure you're headed in the right direction with your financial plan. Perfect for new users seeking early-stage confidence. Learn more...

Co-Pilot

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. Learn more...

Concierge

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. Learn more...