Jay Abolofia, PhD, CFP® Your MaxiFi Co-Pilot

Work with an expert in economics-based planning to construct and optimize your plan.

What’s Included in the Co-Pilot Service?

A full walkthrough of MaxiFi with an economics and personal finance expert

Applying a checklist to make sure you have the financial information necessary to create your plan

Creating a base plan after reviewing your financial data and your initial assumptions

Creating and comparing meaningful what-if scenarios to help you quantify the financial trade-offs involved in your life’s biggest decisions

Interpreting and clarifying your plan's results

Optimizing and refining your plan to raise your living standard without taking unnecessary risks

Who is MaxiFi Co-Pilot For?

If you’re getting started with MaxiFi, but you want professional support with some of your more complex and detailed questions, then Co-Pilot is for you.

With MaxiFi’s Co-Pilot service, you can tap into the knowledge of Jay Abolofia, a Certified Financial Planner® professional who has given hundreds of households like yours the clarity they need to make financial decisions with confidence.

Meet Your Expert

Jay Abolofia, PhD, CFP®

Jay Abolofia is a fee-only, fiduciary and independent financial planner and the Founder of Lyon Financial Planning LLC. Jay is an economist and Certified Financial Planner® professional. He is a member of the National Association of Personal Financial Advisors.

Book a session with Jay

A Note from Jay about the Co-Pilot Service

Everyone needs a quality financial plan. Learning to use new software, let alone the ins and outs of personal finance theory, can be daunting and time-consuming. Explaining difficult concepts in a clear and concise manner is one of my greatest passions. Helping others find solutions to challenging problems is incredibly rewarding.

I have spent years using economics-based planning and MaxiFi with my clients at Lyon Financial Planning, from young couples just starting out to those transitioning to retirement and beyond. It is the only way to accurately solve for, and discover meaningful ways to increase, your discretionary spending–whereas conventional planning does nothing more than guess.

As your Co-Pilot, I guide you through the construction, interpretation and optimization of your MaxiFi financial plan.

Whether you’re new to financial planning or a bona fide expert, I am looking forward to being your Co-Pilot. During your Co-Pilot session, I will not provide specific financial or investment advice.

Jay Abolofia

Founder, Lyon Financial Planning

Simple Pricing

No upsells. Just high-quality, one-on-one financial guidance.

Co-Pilot Session

A Co-Pilot session costs $1,000 for a personalized, one-on-one call with a financial expert committed to giving you professional support to build your financial plan.

$1,000

per session

What's included:

A full walkthrough of MaxiFi with an economics and personal finance expert

Applying a checklist to make sure you have the financial information necessary to create your plan

Creating a base plan after reviewing your financial data and your initial assumptions

Creating and comparing meaningful what-if scenarios to help you quantify the financial trade-offs involved in your life’s biggest decisions

Interpreting and clarifying your plan's results

Optimizing and refining your plan to raise your living standard without taking unnecessary risks

Book Your Session

Available to U.S.-based clients only.
Your co-pilot will not provide any specific investment or financial advice.

Customers get Tremendous Value from the Co-Pilot Service

See how others have significantly improved their plans. Read more...

"About 2 years ago I started the process of researching CCRCs or continuing care retirement communities. I immediately discovered a very complex landscape of financial considerations. I also discovered that traditional retirement calculators, often used by many financial planners, were not going to give me the information I would need to make a decision concerning whether I should enter a CCRC. It was clear that I needed retirement planning software capable of modeling different scenarios. MaxiFi has this feature by giving us the ability to create alternate profiles. I was then able to model Type A CCRCs–– often called all-inclusive plans, versus Type C CCRCs, often called a la carte plans. Within each type I was able to model different scenarios… Without this type of modeling capability I would not have been comfortable making the type of financial commitment CCRCs require… Jay gave me considerable help not only setting up MaxiFi but also helping me create the various CCRC scenarios that I used. So thank you MaxiFi and thank you Jay!"

Frequently asked questions

Do I have to buy MaxiFi to use the Co-Pilot service?

Yes, you must purchase MaxiFi Standard or Premium to set up your plan before purchasing any additional service like Flight Check, Co-Pilot or Concierge.

Do I have to set up my plan before my Co-Pilot session?

Jay Abolofia will send you a checklist in advance so you can be prepared with all your financial data. During the session, Jay will review your inputs and assumptions before helping you run a Base Plan, create an alternative profile and review your reports.

What if we don’t cover all my questions in the 2-hour session?

You can book an additional session with Jay if you have more to review.

Is my data secure and will I have a recording of the session?

We follow best practices in the financial software industry to keep your data safe and secure. See our security controls page.
The sessions will not be recorded. You can take notes and make screenshots during the session.

Is Jay Abolofia a licensed financial planner?

Yes. Jay Abolofia has a Ph.D. in economics and is a Certified Financial Planner® (CFP®) professional. He is a fee-only fiduciary and independent financial planner and the founder of Lyon Financial Planning LLC. None of the MaxiFi services include investment advice.