Pricing · self-serve, monthly
One household. One monthly price.
Every plan includes two-factor sign-in, encrypted documents, and Diana. Cancel any time. Diana prepares; she never sends, pays, or files without you.
Plan
Essential
$49/ month
One household ledger, Diana, and the document vault.
- · Diana front desk
- · Document vault
- · Net worth snapshot
- · Bill drafts (owner approves)
Most households
Family
$99/ month
The full self-serve office for most households.
- · Everything in Essential
- · Insurance & renewals
- · Entities & estate map
- · Weekly briefing
Plan
Complete
$199/ month
Every specialist surface, priority ingest, and deeper statements.
- · Everything in Family
- · Priority document ingest
- · Tax packet checklist
- · Monthly statement PDF
Prices in US dollars, billed monthly. Taxes may apply.