Dversify Plans
One plan for your life stage.
Every analysis in your plan, as often as you need it — recalculated as your numbers, the thresholds, and the law change. One flat price, not a fee on your assets.
55+ Pre-Retirement Package
The decade before retirement decides the three after it.
Social Security timing, Roth conversions, Medicare & IRMAA, RMDs, estate gaps — analyzed together, on your numbers, updated as your situation changes.
$599 / 6 mo
About $100/month · 14 services included
Subscription coming soonThe Investor Package
Build wealth like it’s your business.
Entity structure, equity compensation, tax-efficient accumulation, estate foundations — for professionals and business owners in the years where efficiency compounds.
$599 / 6 mo
About $100/month · 12 services included
4 services available individually today
Subscription coming soonThe Everything Package
Every analysis on the platform. One plan.
Both life stages, all services — the accumulation playbook and the retirement playbook together, at roughly half price for the second package.
$899 / 6 mo
About $150/month · 17 services included
8 services available individually today
One flat price
No asset minimums, no percent-of-assets fees. You know the cost before you start.
Unlimited re-runs
Re-run any analysis in your plan whenever your numbers, the thresholds, or the law change.
Warren included
Ask anything about your own results in plain English — Warren, our AI assistant, is part of every plan.
Cancel anytime
Cancel online from your dashboard. You keep access through the period you paid for, and every report is yours.
Not ready for a plan? Try one analysis first.
Every service is available individually — pay once, keep the report, no commitment. Every one runs on the same engine your plan would.
When software isn't enough
Some situations call for a human fiduciary.
Most planning questions don’t need a human advisor — that’s the point of Dversify. But some do: a business sale, a complex estate, ongoing portfolio oversight, or simply wanting a professional in your corner. For those, our affiliate Dversify Advisors offers fee-only human advice with the same transparent pricing philosophy — flat and hourly fees, starting with a $99 consultation.
Talk to a registered human advisorDversify Advisors LLC is a separate, affiliated registered investment adviser. Dversify AI LLC is not an investment adviser and receives no compensation for referrals.
Common questions
What exactly do I get with a plan?
Every service listed in the plan, run as often as you need it during your subscription. Each run produces a detailed, plain-English report delivered to your dashboard — and the reports are yours to keep even after you cancel.
How is this different from paying per service?
Same engine, same reports. Pay-per-service is one analysis for one price; a plan covers every analysis for your life stage at one flat price, with unlimited re-runs as your situation changes. If you only need one answer, a single service is the right buy — start there.
What does “coming soon” mean inside a plan?
Some services in a plan are still launching. They join your plan automatically at no extra cost the moment they go live — the price does not change.
Is this financial advice?
No. Dversify reports are software-generated planning outputs from Dversify AI LLC based on the information you provide. They do not constitute personalized investment, tax, or legal advice. For decisions that need a licensed professional, consult one.
Still deciding? Start free.
Create a free account and start with the free Tax Modeler — no payment required. Join a plan whenever you're ready, or have questions answered first.