20%OFF
MaxiFi Coupons & Promo Codes
Active MaxiFi coupon codes
20%OFF
Save 20% on your first year's subscription price for MaxiFi Planner, the smart tool for your budgeting needs.
20%OFF
Get 20% off storewide at MaxiFi Planner on all subscriptions, excludes Premium Plus plans, apply now for savings.
20%OFF
Save 20% on your MaxiFi Planner subscription with this amazing deal, perfect for all your planning needs.
About MaxiFi & Latest Deals
Service Highlights
- Support
- Email Support
- Guarantee
- 14-Day Free Trial
- Feature
- Roth Conversion Optimizer
Coupon Insights
- Active Offers
- 4
- Verified
- 0
Web-based financial planning software with annual subscriptions and a free trial.
Savings opportunities available through MaxiFi coupon codes
MaxiFi sells financial planning software with annual subscriptions and a free trial. The offers on this page fit alongside two practical ways to reduce the amount you pay upfront or extend your subscription. The 14-day trial starts with $0 payable now, while the paid checkout lists MaxiFi Premium at $149 per year. Current Standard and Premium subscribers can earn an additional month for each friend who subscribes through their personal referral link. Those rewards move the future billing date, and the referral programme places no cap on accumulated free months.
Service categories frequently on promotion
The paid MaxiFi subscription is billed annually, so a checkout discount applies against an annual order rather than a monthly instalment. MaxiFi Unlocked provides full-feature access, while Buy Now opens an order labelled MaxiFi Premium. That order lists $149 for the subscription and shows its subtotal and total in the order summary. The trial route opens a MaxiFi Household order with an annual subscription amount and a separate payable-now figure. Paid access includes the Roth Conversion Optimizer, Social Security Maximizer, Retirement Withdrawal Optimizer and Living Standard Monte Carlo.
Services usually excluded from promo codes
Personal support services have their own charges and cancellation conditions alongside the software subscription. Flight Check costs $250 per session, and extra paid support is an additional option. Appointment-based services follow a different refund schedule from software purchases. Promotional, bundled or subscription-included services may carry additional terms communicated at purchase. State sales tax is calculated for purchases billed to U.S. addresses. Regular renewal pricing is also distinct from a checkout reduction: MaxiFi sets the same regular product amount for renewing customers and new purchases.
Impact of billing cycle on promotional price
MaxiFi Premium uses a one-year subscription billed annually and renews automatically. The checkout lists both the initial annual amount and future charges at $149. The free trial postpones the first charge rather than dividing the subscription into monthly payments. A credit card starts the trial, with billing on day 15 unless the subscription is activated early. Two notices precede automatic renewal. Fee changes take effect after the current term expires. Cancellation through subscription management stops renewal while access to the plan and data continues until the existing subscription period ends.
Promo codes vs. automatically applied offers
A typed coupon and a free-trial start use different checkout controls. The annual subscription order includes Apply coupon within its summary, while the trial order already shows $0 payable now. The trial requires a credit card and can be cancelled at any time before paid continuation. Referral rewards work through a unique signup link instead of the coupon box. A subscriber earns extra subscription time when a friend starts a qualifying subscription through that link. The friend must use it at initial signup, and a subsequent full refund removes the associated free month.
Accessing active codes for MaxiFi
Choose Buy Now for paid access or Start Free Trial for the trial before using the offers on this page. The order summary places Apply coupon beneath Subtotal and above Total or Payable now. Opening it reveals Enter coupon code and an Apply control. A rejected entry displays Invalid coupon code in that area. The paid summary shows the annual subscription, total and future charges; the trial summary separates the annual amount from the immediate payment. Proceed To Checkout follows the summary, with the selected plan already shown in the cart. Scroll up for the current MaxiFi offers.
How to use a MaxiFi coupon code
Copy a MaxiFi coupon or promo code, then paste it in the promo field at checkout.
- 1Choose a couponGrab the MaxiFi offer that works best for you. It's listed above.
- 2Reveal the codeHit "Get Code" or "Get Deal" depending on the offer type. Popup opens. Click the copy icon inside—code goes to your clipboard.
- 3Apply at checkoutNow head over to MaxiFi's site. Pick your subscription plan. Checkout page has a "Promo Code" field. Paste what you copied there.
MaxiFi Coupon FAQ
Enter a MaxiFi promo code through Apply coupon in the order summary before choosing Proceed To Checkout. The paid route begins with Buy Now and opens a cart labelled MaxiFi Premium, with the subscription billed annually. Subtotal sits above the coupon control, and Total appears below it on the paid order. Opening the control exposes Enter coupon code and Apply, so the entry happens while the cart summary is still visible. The trial route uses the same summary area but distinguishes Payable now from the annual subscription amount. Its immediate payment is zero, while the yearly subscription remains a separate line. The summary also identifies future charges before you proceed to the next checkout step.
MaxiFi displays Invalid coupon code beside the entry field when it rejects a submitted coupon. The field opens from Apply coupon, beneath the subtotal in the cart's order summary. Enter coupon code identifies the box, and Apply submits the entry before the next checkout step. On the paid subscription order, the summary includes the selected annual plan, Total and Future charges, making the immediate and later amounts separate items. A trial order instead includes Payable now and its future subscription charge. The free trial itself starts without an upfront payment and requires a credit card. Activating the subscription early changes that billing timing, because the card can be charged before the trial finishes.
MaxiFi Premium renews at the regular annual amount of $149 shown under Future charges in checkout. The regular product price is the same for a renewal as for a new purchase. Annual subscriptions renew automatically, and two advance notices alert the subscriber before renewal. The account's subscription overview shows the current licence and expiration date, while Manage Subscription opens the portal for changes. A checkout reduction and the later billing amount therefore occupy different parts of the purchase summary. MaxiFi can change subscription fees after the current term expires, so the next term follows the applicable billing amount. Stopping automatic renewal through the account settings preserves access until the existing subscription period ends.
Yes, MaxiFi offers a 14-day free trial before paid continuation, with a credit card required at signup. The trial includes a detailed lifetime financial plan, comparison of three alternate scenarios, responsive customer support, and Orientation and Office Hour sessions. Its checkout presents a MaxiFi Household subscription with a zero immediate payment rather than charging the annual amount upfront. The card is charged on day 15 unless the subscription is activated early, and the trial can be cancelled at any time. Full paid access adds optimisation tools, including the Roth Conversion Optimizer and Retirement Withdrawal Optimizer. Unlocking all features within MaxiFi is also available during the trial, and early activation brings the subscription charge forward.
A MaxiFi product refund can be requested within 30 days of purchase, with approval at the company's discretion. The request needs a written reason for dissatisfaction submitted through a support ticket or the website contact form. For a full refund and immediate cancellation within the original purchase window, contact support with the subject Cancel and Refund Request. That process differs from stopping the next automatic renewal in the app. App cancellation leaves access to the plan and data in place until the existing subscription period ends. The portal records the cancellation date and time after confirmation. A refund request goes directly to support for consideration rather than being completed by the renewal cancellation controls.
MaxiFi's referral reward extends your subscription by an additional month for each qualifying friend rather than reducing a checkout payment. Current Standard and Premium subscribers obtain their unique link through Account and Refer a Friend. The friend must use that link at initial signup, and existing subscribers do not qualify as new referrals. Free months accumulate without a reward cap and are added to the referrer's future billing date. The programme is intended for close friends and family; publicly sharing the link can lead to its removal. A referred friend's full refund also removes the associated month. The reward can take up to an hour to appear after purchase, with support available for a referral that was not recorded.
Yes, an existing MaxiFi Standard subscription can be manually upgraded to Premium at a prorated rate. The upgrade is handled by the support team rather than through a self-service change. A customer can request immediate prorated access or schedule the change for the next renewal. The request uses the subject Upgrade to Premium and includes the email address associated with the MaxiFi account, together with the preferred upgrade timing. Support confirms the subscription change and any charges by email after receiving the request. Premium adds advanced planning tools including Living Standard Monte Carlo, Roth Conversion Optimizer and Life Insurance Contingency Planning. An immediate upgrade and an upgrade at renewal are separate options in the same support request process.
MaxiFi subscription fees are payable in US dollars by credit or debit card, with state sales tax calculated for U.S. billing addresses. The trial specifically requires a credit card, and its charge begins after the trial unless you activate the subscription early. Billing details can be updated through Billing & Shipping Addresses in the subscription management portal. Payment Methods lets an existing customer add or delete methods and choose which one is primary. Billing History provides past subscription payments and downloadable invoices, keeping the completed payment available in the account. The applicable subscription fees follow the order form. Trial activation timing determines when the card is charged, while the billing address is used for the state sales-tax calculation.
MaxiFi support appointments follow a timing-based refund policy, with possible additional terms for promotional, bundled or subscription-included services. More than 48 hours before the scheduled appointment, cancellation qualifies for a full refund or the customer can request rescheduling directly with the expert. Within 48 hours, the options are one reschedule or cancellation for a 50% refund. Within 24 hours, a refund is unavailable, although a one-time reschedule can be requested. Missed appointments and no-shows do not receive refunds, and rescheduling remains subject to the expert's availability. Requests go to the expert handling the appointment. If the provider cannot be contacted or does not reply, MaxiFi support can assist with the cancellation or rescheduling request.
Yes. A MaxiFi coupon and a promo code are the same thing: paste the code in the promo field at checkout before you pay.
