Financial diagnosis engine

Maximize what you control. Be deliberate about what you don't.

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 — free, before you pay anything — then focuses your energy on what you can actually change.

Free to see where you stand No commissions, nothing sold Every figure computed, not guessed Your data, never sold
The idea behind it

When you’re in a hole, the first thing to do is stop digging.

Most financial advice tells you what to do more of — save more, invest better, pick the right funds. That is hard to sustain, and much of it depends on things you don’t control. So turn the question around.

The usual question

“What should I do to build wealth?”

A list with no finish line, much of it riding on returns nobody can promise. You can do all of it and still be undone by the one thing nobody looked at.

The inverted one

“What would ruin me? Then don’t do that.”

A short, specific list. Each item is visible in your own numbers, and each one is yours to change.

  • Debt at a rate you’d never accept as an investment
  • No cash reserve when income stops
  • Spending that rises every time income does
  • One income, and nothing behind it

Remove those, and you have removed most of what actually breaks households. The upside tends to take care of itself. That is what this system looks for first — not how to make you rich, but what would stop you from getting there.

Want to talk it through first?

If you’d like to discuss how MAXG2 works with me directly, email me and we’ll set up a date and time that suits you.

— Patrick ScholzFounder and creator of MAXG2
patrick@maxg2.com
How it's priced

Do the work first. Decide about paying after.

You don't pay to find out where you stand. Enter your numbers, see your position, and then decide whether the plan is worth fifteen dollars.

Free — no card required
Where you stand

Create an account, enter your financial picture, and see the real numbers computed from it.

  • Your full financial picture, entered or uploaded from statements
  • Net worth, savings rate, monthly cash flow, and how many months your cash covers
  • A health score, with the benchmark behind every part of it
  • The age your money runs out — and how many years short of your horizon that is
  • What your single highest-leverage move is worth, in dollars per year

If the free numbers tell you what you needed to know, keep them and go. Nothing expires, and there's no card on file to forget about.

Why it's worth the ten minutes

You've carried these questions for years. Ten minutes answers them.

Because money was never the point — independence on your terms is. Entering your numbers is the only work you'll ever do here, and this is exactly what you get back for it.

You'll know whether you can actually afford to retire — and when.
Not a feeling. Not a guess. A number, a year, and the math behind both — so you stop wondering whether you're on track and start knowing.
You'll know exactly what would break you.
If your income stopped tomorrow, how many weeks could you cover your bills? What happens if you couldn't work? Max names your real exposures in plain English — and what shrinks them fastest.
You'll know the single highest-leverage move you can make.
Not fifteen tips off the internet. The one change that does the most for your situation, with the exact dollars it's worth — and why it beats the alternatives.
You'll know which debt is quietly costing you the most.
Which balance to kill first, how fast you'd be free of it, and what the interest is really costing you every year you wait.
You'll know what's fixed and what you can actually change.
Some of your situation is locked in. Some of it is yours to move. Knowing which is which is the difference between spinning your wheels and making progress.
And you'll never have to do the work again.
Your picture updates as your life changes. Every quarter, a written diagnosis arrives showing what moved and what to do next — automatically.

The point was never to manage your money forever. It's to get you to where you're standing on your own two feet — financially independent, and beholden to no one.

Sample diagnosis

What an objective financial answer looks like.

Here's a representative diagnosis output — an illustration of what you'd see, using example figures, not a real member's data.

Financial diagnosis · sample
Q2 2026
Monthly cash flow
MayJunJulAugSepOctNovDecJanFebMarApr
Highest-leverage move
Eliminate the 21.99% APR credit card balance. Redirecting $120/mo from minimums to principal pays it off in 14 months and recovers $2,340 in interest.
Vital signs
Savings rate34.9%
Monthly cash flow+$1,240
Liquid runway3.3 mo
Retirement funded82%
Where your gap comes from
Structural 62%
Flexible 38%
How it’s different

Most apps show you your money. This one tells you what to do about it.

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.

The output
Budgeting & aggregation tools

Charts, balances, and spending categories you read and interpret yourself.

Example“This month: $4,820 spent. Dining $640, up 12%.”
MAXG2

A diagnosis: what’s working, what isn’t, and the single move that would help most.

Example“Your spending is fine. The real drain is the 21.99% card — $2,340 a year in interest. Clear that first.”
The math
Budgeting & aggregation tools

Mirror your current balances and replay your past transactions.

Example“Net worth: $148,200 — up $3,100 this quarter.”
MAXG2

Computes forward — retirement adequacy, debt-payoff timelines, tax and required-distribution projections — from a tested engine, not an estimate.

Example“At this pace you reach 82% of your retirement target. Another $200/mo closes the gap.”
Your data & the incentives
Budgeting & aggregation tools

Often require linking every account, and earn through product recommendations, referrals, or your data.

Example“Connect your bank to continue.” “You may be pre-approved…”
MAXG2

You choose what to enter or upload — no bank logins required. Flat $15/month, zero commissions, never sold.

ExampleType it in or upload a statement. $15/month — no offers, nothing sold.
What you get

Six diagnostic capabilities.

Every feature serves the same purpose: a clearer, more honest answer about your finances.

Structural-vs-flexible diagnosis

Every finding is labeled fixed or changeable — so you know which gaps are worth your energy.

Highest-leverage move

One specific recommendation per diagnosis, with the exact dollar impact — not a list of fifteen things to try.

Quarterly reports

A written diagnosis every quarter, automatically — real numbers and what changed since last time.

Spending anomaly detection

One alert when your spending shifts materially — never weekly noise.

Debt payoff modeling

Avalanche or snowball, modeled against your actual balances and rates.

No conflicts of interest

No commissions, no product recommendations, no affiliate links — education, not investment advice.

How it works

From signup to diagnosis in minutes.

1
Create your account

Sign up with your email. Your data is encrypted from the first moment, and we never sell it.

2
Enter your financial picture

Income, expenses, assets, liabilities, and goals — upload statements or enter manually. This part is free, and it’s the only work you do.

3
See where you stand — free

Your vital signs, health score, and the age your money runs out. No payment, no card, no trial clock.

4
Subscribe for the plan

If you want to know what to do about it, $15/month unlocks the moves, the full projection, and a written diagnosis every quarter.

How the work is divided

Human-built math. AI-written explanations. A person you can email.

Each part does what it's actually good at, and none of them does the other's job. That division is deliberate, and it's why the numbers hold up.

The math
Built and checked by a person

The engine is hand-built and tested against reference households with IRS-verified figures — brackets, deductions, contribution limits, required distributions. Every number you see comes out of that engine, deterministically, from what you entered.

The explanation
Written by AI, around a fixed figure

Once a figure is computed, AI turns it into plain English — what it means, why it matters, what changes it. It writes around the number and never produces one. If the AI were removed, every figure on your screen would be identical.

The judgment
Yours, with a person to ask

No software decides anything for you, and nobody here manages your money. What you get is a clear picture and the arithmetic behind it. If you want to talk through how any of it works, email the person who built it.

About

Who built this, and why.

Patrick Scholz
Founder

Economics and statistics, University of Southern California. Market maker, block trader, and proprietary trader on Wall Street since 1991.

I hold degrees in economics and statistics from the University of Southern California. Since graduating in 1991, I have worked on Wall Street as a market maker, block trader, and proprietary trader. Thirty-five years in markets teaches you a few things, one of them being that situations go sideways quickly and in ways you did not anticipate.

That is what most financial planning gets wrong. Advisors are expensive, and much of what they deliver is a projection — a range of outcomes resting on assumptions that rarely get examined, and that hold right up until they don’t. What determines whether you survive a difficult stretch is not the accuracy of a forecast. It is how well you understand your own income statement and balance sheet: where your money goes, what your habits cost you, and which of those things are within your control.

Returns tend to take care of themselves.

I built MAXG2 to make that information inexpensive to obtain and straightforward to understand, so that people can avoid the mistakes I have made and watched others make.

Your habits, good and bad, are visible in your own numbers. Seeing them clearly is what allows you to act on what you can control.

— PatrickFounder, MAXG2
Why you can trust the numbers

Every figure is computed — never guessed.

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.

Computed from your data

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.

Built on current tax law

Federal brackets, deductions, contribution limits, and rules like required minimum distributions are modeled to current law — so projections reflect the rules that actually apply.

Honest about assumptions

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.

$0
To see where you stand
$0
Commissions earned
100%
Of figures computed from your data
Encrypted
Your data, never sold

Get an honest answer about your finances.

Free to run, and free to keep the numbers you get. Fifteen dollars a month only if you want the plan that changes them — cancel any time.

Run my first diagnosis

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.