Straightforward pricing.
No hidden tiers, no upsells buried mid-conversation.
Free
A complete single-household planner.
- The full conversational planner — chat through any what-if
- Projections with Monte-Carlo confidence bands and success probability
- Up to 3 named scenarios, compared side by side
- Debt payoff, retirement readiness, and a basic stress test
- Saved artifacts and PDF export, plus a calendar with email nudges
- Basic tax-window visualization
Pro
Pricing is still being finalized during the beta.
Everything in Free, plus the tools for whole-family, multi-year, cross-domain planning:
- The family wealth graph and cross-domain synthesis
- A year-by-year Roth-conversion and withdrawal schedule
- Deeper tax-window tools: bracket-fill optimizer and multi-year coordination
- Unlimited named scenarios
- A quarterly “State of Your Plan” report
- A legal-gated second opinion on your plan
Pricing is provisional and may change while we’re in beta. The Free and Pro feature split is set; the final prices are not.
Compare plans
| Feature | Free | Pro |
|---|---|---|
| Full conversational planner | ||
| Projections, Monte-Carlo bands & success probability | ||
| Named scenarios with side-by-side comparison (up to 3 on Free) | ||
| Debt payoff with comparison chart | ||
| Retirement readiness & basic stress test | ||
| Saved artifacts & PDF export | ||
| Financial calendar with email nudges | ||
| Basic tax-window visualization | ||
| Pro-only capabilities | ||
| Unlimited named scenarios | — | |
| Family wealth graph & cross-domain synthesis | — | |
| Roth-conversion & withdrawal schedule | — | |
| Deeper tax windows: bracket-fill optimizer & multi-year coordination | — | |
| Quarterly “State of Your Plan” report | — | |
| Legal-gated second opinion | — | |
Pricing questions
Do I need a credit card to try Delta Prime?
No. Delta Prime is free during the beta, and signing up never asks for a card.
Can I switch between Free and Pro?
Yes, any time. Downgrading doesn't delete your data: your family wealth graph and its history are waiting for you if you upgrade again later.
What happens to my data if I cancel?
Your plan data is retained according to our Privacy Policy's retention schedule, and you can request erasure at any time.
How much will Pro cost?
We're still settling final pricing during the beta. We expect to offer both monthly and annual billing when Pro launches, and we'll confirm the price before anyone is charged.
Projection, not a guarantee. Educational illustration, not financial advice.