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Get Off the Ground with Expert Advice You Can Trust
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What Does a Flight Check Cover?
Who is Flight Check for?
Meet Your Expert
Mark and Kara Brandt
What’s Included in a Flight Check?
Flight Check
$250
Your comprehensive 60-minute session will cover:
High Praise for Flight Check
"My husband was on the fence about the value of MaxiFi. It was good to have neutral & very knowledgeable persons walk us through the model. Also very good to have a detailed sanity check on our inputs and explanation of results. Thanks to Kara and Mark, he is now a MaxiFi convert!"
"Kara and Mark provided an outstanding one to one session with me. I was impressed with how prepared they were to know my specific situation before the meeting began. This enabled our hour together to be very fruitful. Kara and Mark helped me understand the best way to maximize my set-up and understand key reports (like the Year at a Glance report). I greatly advanced my knowledge of using the power of MaxiFi for my financial benefit. Kara and Mark's instruction style and experience is outstanding. I was very impressed with how they clearly and simply explained several key areas of MaxiFi. My flight check experience was a great investment. Thank you Maxifi team!"
"Kara and Mark reviewed my information ahead of our meeting and were able to provide suggestions for input to MaxiFi Planner to clean up my data entry. Along the way I was given tips and tricks on how to use the software, which I really appreciated. I enjoyed learning about MaxiFi and the caring and professional manner in which the discussion was held. I'm very happy with the information I received, and the updated scenarios and base profile that I now have to work with."
Frequently asked questions
Do I have to buy MaxiFi to use the Flight Check 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 receive any information in advance that helps me prepare for my Flight Check?
Yes, the Brandts will send you a planning package in advance to help you prepare for the meeting.
Will both Brandts, Kara and Mark, conduct the Flight Check session?
The Brandts will both review your profile before the meeting, and both will make every effort to attend your session.
Do I have to set up my plan before a Flight Check session?
Yes, you will need to set up your plan before your session. If you would like full-service assistance including help inputting all your data, please consider the Concierge Service.
What if we don’t cover all my questions in the 60-minute session?
You can book another Flight Check or a more in-depth service like Co-Pilot or Concierge.
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 Brandts will only review a copy of your profile and will not directly access your account. The session will not be recorded. You can take notes and make screenshots during the session. You can also request that the updated profile be imported back into your account after the session.
Are the Brandts licensed financial planners?
The Brandts are not licensed financial planners. They are long-term experienced power-users of MaxiFi and have helped both households and professionals set up and run their MaxiFi plans. None of the MaxiFi services include investment advice.