Ask Dolly vs Sumli

A NEW WORLD OF FINANCIAL WISDOM Built by Vivian Tu of Your Rich BFF, Ask Dolly connects your money, your goals, and what's happening in the world. Track spending, get investing guidance, understand the economy, and even access Certified Financial Planner® professionals who can advise you 1:1. ASK DOLLY BUILD: $19/month OR $190/year (Save $38) Includes: Unlimited Pocket Dolly Conversations: Chat with your full financial picture baked in, so every answer is personalized to you. A Personalized Portfolio Recipe: Get a step-by-step investing plan, tax info, and timeline based on your age, goals, and risk tolerance. Spending Insights That Go Deeper: Category drill-downs, trends, and Your Rich BFF style insights on your money habits. Economic News Personalized to You: Clear, personalized explanations of how Fed decisions, inflation, and market moves affect your finances, not just headlines. ASK DOLLY BEYOND: $59/month OR $590/year (Save $118) Everything in BUILD, plus: 3 Certified Financial Planner® Conversations per Month: Chat with expert CFP® professionals for fiduciary guidance tailored to your situation. First Access to New Features: Be the first to try what's next from Ask Dolly. 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 platforms, plus honors including Forbes "30 Under 30," the MarketWatch 50, Bankrate's Visionaries, and the TIME100 Creators list. Privacy & Transparency: All account connections use Plaid's secure, read-only technology. Learn more in our Privacy Policy.

Understand your money in under 60 seconds. Sumli gives you a clear snapshot of your finances—what you actually have left, where your money goes, and how far you are from financial freedom. No accounts. No complexity. Just clarity. WHAT YOU’LL SEE: • Your Control Margin — what you actually have left each month • Your Freedom Gap — how far you are from your desired income • Your Money Allocation — where your money is really going • Real-time insights to guide your next move Most people don’t have a money problem—they have a visibility problem. Sumli helps you see your numbers so you can direct your money with intention. This version of you doesn’t guess—she directs her money.