Ask Dolly

Created by Vivian Tu of Your Rich BFF, Ask Dolly is the financial companion that understands your money, your dreams, and what’s happening in the world. Powered by Your Rich BFF’s signature style, Ask Dolly combines account integration, live market insights, Vivian’s proprietary financial content, customized portfolio recommendations, and access to human Certified Financial Planner® experts, all in one place. Vivian founded Your Rich BFF to make finance wisdom fun and accessible. Now, Ask Dolly is here to make personalized financial guidance as engaging as your favorite content. ASK DOLLY BUILD: $19/month OR $190/year (Save $38) What You'll Get: • Economic News You Can Use: Get clear, personalized daily explanations of how Federal Reserve decisions, inflation, market movements, and more might affect your personal finances. • Personalized Wallet Insights: See spending patterns and explore opportunities to align your money habits with your goals. • Portfolio Recipe: Get a custom investment strategy based on your age, risk tolerance, and actual financial situation. • DollyAI Chat: Unlimited conversations with DollyAI for entirely personalized financial guidance on money management, informed by Your Rich BFF's proven approach. ASK DOLLY BEYOND: $59/month OR $590/year (Save $118) Everything in BUILD, plus: • Access to Certified Financial Planner® Professionals: Chat with expert CFP® professionals up to three times per month for expert fiduciary guidance tailored to your specific situation. • First access to the newest Ask Dolly features. About Vivian Tu: Vivian Tu has built one of the most prominent financial media brands among Gen Z and Millennials, Your Rich BFF. An entrepreneur, podcast host, public speaker, and New York Times bestselling author with over 10 million followers, Vivian began her career as a Wall Street trader. Since launching Your Rich BFF, she’s earned 10 million followers and counting across social media platforms as well as honors on the Forbes “30 Under 30 – Social Media” and “Top Creators” lists, the “MarketWatch 50,” “PureWow’s” 24 in ’24, “Bankrate’s” Visionaries, and the TIME100 Creators list. Privacy & Transparency: Your data belongs to you. All account connections use Plaid’s secure, read-only technology. We never distribute or sell your financial information. Learn more in our Privacy Policy.