- 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
- ServicesServicesOverviewChoose the right level of support for your plan and needsFlight CheckGet off the ground with comprehensive guidanceCo-PilotElevate your financial plan with one of MaxiFi’s certified financial plannersConcierge ServicePersonal, expert support to make the most of your financial plan
Flight Check ServiceAsk your questions and make sure your plan is ready for take off with a MaxiFi expertLearn More - ResourcesResourcesWebinars and PodcastsExpert tips and guides to help you get the maximum from MaxiFiArticlesIn-depth commentary on the financial planning landscapeBooksFrom the world-renowned economist behind MaxiFiBlogInsights to help you optimize your financesFAQYour most pressing questions answeredFinancial GlossaryKey financial concepts explained in detail
- Why MaxiFiMaxiFiEconomics-Based PlanningHow MaxiFi's economics approach 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?Press and ReviewsRead expert commentary and critical acclaim for MaxiFi
- Pricing
- AboutCompanyOur VisionThe best person to take control of your financial future is youMedia ResourcesLogos, background information, and media contactsFounder and AdvisorsMeet Laurence Kotlikoff and the visionary MaxiFi teamAffiliate ProgramShare MaxiFi with your audience to help them take control of their financesCareersWhy working at MaxiFi is rewarding, empowering, and impactfulContactQuestions or feedback? Get in touch with the MaxiFi team
Accurate, Timely, and Straightforward
The MaxiFi team’s order fulfillment process aims for clear communication and minimal delay.
Order Fulfillment
MaxiFi software is available online. For renewing customers with existing accounts, access is granted through the existing account. New customers will need to set up an account to access the software. Simply follow the instructions in the email you'll receive shortly after purchase. Our software and services do not include any products that need to be shipped.
Consulting services are fulfilled through the arrangement between the customer and company consultant, and the consultant will email the customer within 1 business day of completion of these consultation orders to begin a conversation about this arrangement.
Product Cancellations
You can cancel your subscription easily in the app by going to Account > Manage Subscription after logging in. Or contact customer support to cancel.
Product Refunds
Customers will generally receive a refund for products if requested within 30 days of purchase. The customer needs to provide, in writing, a reason for dissatisfaction with the product or service by way of support ticket or website contact form. We reserve the right to issue refunds at our sole discretion.
Our corporate address is Economic Security Planning, Inc., 8 Burrs Ln, Providence RI 02904
Service Refunds and Rescheduling
The following policy applies to scheduled MaxiFi and Economic Security Planning services, including but not limited to Flight Check, Co-Pilot, Concierge, Expert Review, and similar appointment-based offerings.
More Than 48 Hours Before the Scheduled Appointment
- Customers may cancel for a full refund, or request to reschedule their appointment directly with their expert.
Within 48 Hours of the Scheduled Appointment
Customers may:
- request a one-time reschedule, or
- cancel for a 50% refund.
Within 24 Hours of the Scheduled Appointment
- Refunds are not available. Customers may request a one-time reschedule.
No-Shows or Missed Appointments
- No refunds will be issued for missed appointments or no-shows. Rescheduling may be granted at our discretion, but repurchase of the service may be required.
Additional Notes
- Submit all cancellation and rescheduling requests to your expert. If the provider cannot be contacted or no reply is received, please contact maxifi@economicsecurityplanning.com for further assistance.
- Rescheduling requests are subject to your expert's availability.
- Promotional, bundled, or subscription-included services may have additional terms communicated at purchase.
- Economic Security Planning reserves the right to make exceptions in cases involving emergencies or technical issues at our discretion.