Plan history & diffs
Every saved snapshot, dated and labeled, so you can see how the plan evolved.
Pricing · Coming soon · Optional
For people who want to study the plan, not just see it. Your free plan, Secure Net Value, and Next-Dollar Plan stay free.
The product is free today · Pro is not yet available
Plan history, multi-variable scenarios you can save, PDF/CSV/tax exports, a priority AI Advisor, and a priority support queue. Your free plan, Secure Net Value, and Next-Dollar Plan stay free.
Every saved snapshot, dated and labeled, so you can see how the plan evolved.
Save and compare side-by-side scenarios you can revisit and tune.
PDF plan, CSV ledger, and a year-end tax bundle — ready to file or share.
A deeper context window and faster queue for the SureWell Advisor.
Human support ahead of the free queue when you need it.
MVP1 has no paid tiers. The full SureWell plan is free — there is no Free-vs-Pro ladder to choose between.
Secure Net Value, the Next-Dollar Plan, and the coordination across Protection, Retirement, and Savings — free, with no tier lock.
Route-aware guidance grounded in your real plan state — free during MVP1. Pro will add a deeper context window and a priority queue when it launches.
The one gap you can close directly from your plan today. Coverage is offered and, if issued, underwritten by our licensed carrier partner (Ladder).
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Pro is coming soon and optional. Your free plan, Secure Net Value, and Next-Dollar Plan stay free either way.
No credit card · No paid tier live
At launch, a 0.50% annual advisory fee will apply to assets managed in your SureWell IRA. The fee applies whether or not you subscribe to Pro.