Your financial security depends most on the levers in your hands — how much you save, what you spend, how you prepare. MAXG2 shows you exactly where you stand, focuses your energy on what you can actually change, and helps you build a plan that doesn't need everything to go right.
Here's a representative diagnosis output — an illustration of what you'd see, using example figures, not a real member's data.
Budgeting apps and net-worth trackers are good at one thing: showing your data back to you, then leaving the interpreting to you. MAXG2 does the interpreting. Here’s the same financial picture, seen both ways.
Charts, balances, and spending categories you read and interpret yourself.
A diagnosis: what’s working, what isn’t, and the single move that would help most.
Mirror your current balances and replay your past transactions.
Computes forward — retirement adequacy, debt-payoff timelines, tax and required-distribution projections — from a tested engine, not an estimate.
Often require linking every account, and earn through product recommendations, referrals, or your data.
You choose what to enter or upload — no bank logins required. Flat $15/month, zero commissions, never sold.
Every feature serves the same purpose: a clearer, more honest answer about your finances.
Every finding is labeled fixed or changeable — so you know which gaps are worth your energy.
One specific recommendation per diagnosis, with the exact dollar impact — not a list of fifteen things to try.
A written diagnosis every quarter, automatically — real numbers and what changed since last time.
One alert when your spending shifts materially — never weekly noise.
Avalanche or snowball, modeled against your actual balances and rates.
No commissions, no product recommendations, no affiliate links — education, not investment advice.
Sign up with your email. Your data is encrypted from the first moment, and we never sell it.
Income, expenses, assets, liabilities, and goals. About ten minutes — upload statements or enter manually.
Vital signs, structural vs. flexible breakdown, and your highest-leverage move — all from your actual numbers.
Quarterly reports arrive automatically. Re-run a full diagnosis any time your situation shifts.
The number on your screen is the whole product, so we treat it that way. Every figure, ratio, and projection comes from a deterministic engine running on the data you entered — not from an AI's estimate.
Your numbers come from tested financial formulas, not a language model. The AI writes the plain-English explanation around a figure — it never invents the figure itself.
Federal brackets, deductions, contribution limits, and rules like required minimum distributions are modeled to current law — so projections reflect the rules that actually apply.
Where a projection depends on an assumption — a growth rate, an inflation figure — it's shown to you and adjustable. The market returns you don't control are shown as exactly that: assumptions, never promises.
Fifteen dollars a month. Quarterly diagnoses delivered automatically. Cancel any time — your last diagnosis is yours to keep.
MAXG2 provides financial organization and education only. It does not provide investment advice, recommend securities, or constitute professional financial guidance. MAXG2 is not registered as an investment adviser with the SEC or the Illinois Securities Department. Consult a licensed financial professional for investment decisions. All numerical figures shown to users are computed deterministically from user-provided data.