MaxiFi's main navigation now stays on the left side of the screen, giving you a consistent way to move between household information, profiles, plan reports, and planning tools.

Note: The screenshots in this article are from a MaxiFi Pro account. Household accounts may look slightly different and may not include every item shown.

Navigation at a Glance

The menu remains available as you work. Select a labeled item to open that area, or choose Collapse Menu when you want more room on the page. In the collapsed view, the same destinations remain available as icons; use the arrow at the top to expand the menu again.

Side by side comparison of MaxiFi's expanded navigation labels and collapsed navigation icons.

Expanded and collapsed views of the left hand navigation

Start with the Household and Profiles

Family Dashboard gives you an overview of the selected household. Base Profile is where you review and update the information used to build the plan. When Base Profile is open, a second navigation column organizes details such as earnings, Social Security, assets, housing, and settings.

MaxiFi Base Profile screen showing the main navigation on the left and detailed profile sections in a second column.

Base Profile opens a second menu for the household's detailed information

Manage What-If Scenarios with Alt Profiles

Select Alt Profiles to create or open alternative scenarios. Alternative Profiles let you test a change without replacing the information in your Base Profile. Profile names in this example have been blurred for privacy.

MaxiFi Alternative Profiles page with scenario names blurred and Alt Profiles highlighted in the navigation.

Alt Profiles is the central place to create and manage scenarios

Run a Plan and Switch Profiles

Select Plan to run the Base Plan or a Survivor Plan. On report and analysis screens, use the Profile selector near the top of the page to switch between the Base Profile and an Alternative Profile. Alternative Profile names in the example are blurred.

MaxiFi Plan screen with Plan highlighted and the profile selector open; alternative profile names are blurred.

The Profile selector lets you choose which profile to use for a plan or analysis

Open Specialized Planning Tools

The remaining menu items take you directly to focused tools. Optimize helps you test selected planning strategies. Budget supports current year tracking. Investment Analysis opens the available Monte Carlo reports. The options you see may vary by account type. Budget figures in the example are blurred.

Three MaxiFi screens showing Optimize, Budget, and Investment Analysis selected in the left navigation. Budget values are blurred.

Optimize Budget and Investment Analysis are available directly from the left menu

Quick Reference

Menu item

Use it to

Clients

Return to the client list in a Pro account.

Family Dashboard

See an overview of the selected household.

Base Profile

Enter or update the household information used by the plan.

Alt Profiles

Create and manage what if scenarios.

Plan

Run the Base Plan or Survivor Plan and open reports.

Optimize

Test available optimization strategies.

Budget

Set up and track the current year's budget.

Investment Analysis

Run the available investment risk analyses.


Where to Begin

If you are unsure where to start, open Base Profile and confirm that your information is current. Then select Plan to run your Base Plan and review the results. Use Alt Profiles when you are ready to compare a different scenario.