One-Time, Personalized Financial Advice at a Fixed Price
Our CFP experts offer AI-enhanced, tailored advice. No annual commitment or AUM fees, just a fixed price for the focused support you need
No credit card required.
How Rally Works:
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Select the topic that you need advice on
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Fill a short onboarding form
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Get tailored advice
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Q&A/discussion with a CFP
Advice we offer
How Much Should I Invest for Retirement?
Confused about how much to contribute towards 401K, Roth, HSA, IRA? Select this advice to understand and maximize your retirement investments while balancing saving for your short term goals and monthly expenses.
$149
Student Loans - Refinance or Not?
Navigating the decision of refinancing student loans and getting lost considering interest rates, repayment terms,loan forgiveness options, flexible repayment plans, or deferment options? Select this advice to streamline refinancing decision for federal and private loans.
$199
What is included:
- Structured Action Plan based on your financial goals, life stage, eligibility; including what not to do
- Interactive UI to learn the why behind the advice, and ask contextual questions
- 30 mins call with a CFP for any follow up questions on plan
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