Your smarter financial future begins
with a one-year subscription to MaxiFi Planner®
MaxiFi Planner®
for households
$109 $87*
Per Year
$89 renewal
Comprehensive planning
Run unlimited reports
Works on all devices & browsers
MaxiFi Planner®
for households
$149 $119*
Per Year
$109 renewal
All Standard features plus . . .
Living Standard Monte Carlo®
Contingency planning
MaxiFi Planner®
for advisors
$599 $479*
Per Year
$459 renewal
Comprehensive planning
Run unlimited reports
Works on all devices & browsers
Living Standard Monte Carlo®
Compares safe/risky strategies
All Premium features plus . . .
Handles multiple clients
Customized report cover page
* Limited time offer applies only to the purchase of MaxiFi Standard, Premium, and PRO for the first year. Offer good for new subscriptions only.

† One year renewal price for active subscription. Prices subject to change.
We will send you a reminder email prior to the expiration of your license. We do not auto-renew.

The MaxiFi Planner Professional license permits that up to 100 clients may
be stored at any one time. Learn more.

Sign Up

Other Purchase Options

Gift Certificate
Premium Version
One-year license
Per Certificate
Purchase a MaxiFi Planner Gift Certificate for a friend or family member. We will send you a gift coupon to give the recipient.
Expert Review
Requires active Household or PRO license

Per Session

For existing users of MaxiFi
1 hour phone consultation
Confirm data inputs
Review and interpret results

Feature Comparison

Standard Premium PRO
Comprehensive Lifetime Financial Plan Yes Yes Yes
Annual Spending Suggestions Yes Yes Yes
Annual Savings Suggestions Yes Yes Yes
Life Insurance Coverage Suggestions Yes Yes Yes
Covers All Social Security Benefits Yes Yes Yes
Incorporates All Social Security Rules and Provisions Yes Yes Yes
Up to Date with Tax Cuts and Jobs Act of 2017 Changes Yes Yes Yes
Up to Date with SECURE Act of 2020 Yes Yes Yes
Handles Roth and Non-Roth Accounts + Roth Conversions Yes Yes Yes
Handles Non-Retirement Assets Yes Yes Yes
Incorporates Federal, State, and FICA Taxes Yes Yes Yes
Considers Medicare Part B Yes Yes Yes
Handles Pensions Yes Yes Yes
Handles 529 Education Savings Plans Yes Yes Yes
Handles Vacation Homes and Real Estate Yes Yes Yes
Maximized Social Security Strategy Yes Yes Yes
Maximized Retirement Account Withdrawal Strategy Yes Yes Yes
Optimizes Retirement Account Withdrawal Start Dates Yes Yes Yes
Annual Spending and Saving Progress Tracking Yes Yes Yes
Unlimited Reports Yes Yes Yes
PDF and Excel Export Yes Yes Yes
Responsive Customer Support Yes Yes Yes
Contingency Planning and Survivor Reports Yes Yes
Living Standard Monte Carlo® Tools Yes Yes
Define Custom Assets and Investment Strategies Yes Yes
Handles Multiple Clients Yes
Customized Report Cover Page Yes

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