Playbook is the financial app that provides you with straightforward, actionable plans to secure financial freedom sooner.
See how Playbook works in 30 seconds
See how Playbook works
4.9/5
Rated Excellent
on Google1
$7B+
in financial
plans built2
Playbook estimates it can help users reach financial freedom 7 years sooner.
"Financial Freedom" is the age you can retire and live off your assets until 93. Estimated financial freedom based on specific tax advantage maximization strategies. Methodology and assumptions.
See how much sooner you could be financially free
You only have one life, often filled with long workdays and stress about money. It doesn’t have to be that way. The reality is that growing your wealth is achievable with the right system.
You only have one life, often filled with long work days and stress about money. It doesn’t have to be that way. The reality is, growing your wealth is achievable with the right system.
Building wealth requires more than picking stocks or automating investing. With Playbook, you unlock the proven system for building wealth.
One seamless platform that ensures every financial decision is based on your personal situation.
We leave the complexity below the surface to give you clarity on what really matters.
Rely on research-backed strategies used by the world’s leading advisors and investors.
Keep more money in your pocket with membership starting at $9/mo and absolutely no AUM fees.
Your money routes to the most beneficial accounts automatically. No more missed opportunities.
Adapts to your life’s changes so you’re always in the optimal financial lane.
Build a financial plan to maximize tax advantages and achieve your goals
Invest with Playbook accounts that are tax-smart4, adaptive, and dialed into your plan
Put your money in the right places automatically so you can enjoy the finer things in life
Link all of your accounts to get a unified view of your money and financial freedom5 age
Pay your most important debt first without missing out on investing opportunities
Double your tax advantages, track your combined wealth, and plan for the future together
Simply connect your accounts and Playbook gets to work. Our analysis uncovers opportunities to minimize taxes and boost returns.
There’s a catch! This is time sensitive. If you don’t start strategically building wealth today, you’ll miss out on years of compounding interest.
One of the most critical parts of your plan is maxing out your tax-advantaged accounts. Playbook also finds eligible accounts to increase your tax savings.
This is the backbone of your financial plan.
Based on your accounts, we build a personalized plan to optimize your investments, tax advantages, debt, and goals.
Think of it as a clear plan of action for securing your financial future.
We make sure every dollar you earn ends up in the smartest place, automatically, based on your unique goals.
It's set-it-and-forget-it if that's your style, but you can always make changes to your strategy whenever needed.
Financial freedom is the age you can retire and live off of your assets until you're 93.
As your personal finance navigator, Playbook adapts to your life's changes, ensuring you're always in the optimal financial lane.
Finally, you won’t have to wonder if you’re doing the best things for your money.
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Wondering if you should pay your debt or invest? You can (and should!) do both. We’ll show you how.
We analyze your debt, create a realistic debt plan,
and help you stick to it.
Plus, we make sure you’re still investing as much as possible so you don’t miss out on growth opportunities.
Playbook costs up to 90% less than working with a traditional advisor, plus we don’t charge you AUM fees. Your money is yours. We’re just here to grow it.
There’s no better time to start growing your money.
The Smart Money Guarantee promises you an airtight financial plan and minimized taxes.
Airtight Plan Guarantee
If you find a CFP that disagrees that Playbook is doing the best thing for your money, we’ll give you a refund. Details
2X Minimum ROI Guarantee
Playbook ROI of 2X for Plus subscribers with $49K+ in assets, or your money back. Details
The sooner you start, the more time your money has to grow.
Playbook redefines financial planning with a focus on tax efficiency and an automated investment strategy.
Unlike traditional financial advisors, we leverage advanced technology to optimize your taxes and boost your net worth, all for a transparent monthly fee.
With bank-level security and a team of financial experts, Playbook is committed to accessible, smart wealth management, empowering you to achieve financial freedom faster and more efficiently.
Every year, the government gives you opportunities to grow your money and pay less in taxes — made possible by tax-advantaged accounts like 401(k)s, IRAs, Roth IRAs etc.
These tax opportunities expire every year. If you delay (even just one year) on filling those accounts, you’ll miss out on decades of compounding interest and an unbelievable opportunity to build wealth.
On the flipside, the sooner you start maxing out those accounts, the more likely it is that you’ll reach financial freedom sooner with the most money possible.
Playbook offers two membership plans:
1) Playbook Essential, which costs $9/month. These are the essential features to get your financial plan up and running with the necessary tax advantages.
2) Playbook Plus, which costs $59/month. Clients on Playbook Plus receive everything from Essential in addition to advanced tax strategies such as Tax Loss Harvesting, Asset Location, and Smart Withdrawals.
And we’re not like other apps, we’re a cool app. We’ll never charge hidden fees and you can cancel anytime. Learn about our pricing
Privacy and security are our top priority. We keep your financial information safe with bank-level security, 256-bit SSL encryption, and read-only access.
Translation: Your personal information is safe and secure with Playbook.
Yes! You can download the iOS app in Apple’s app store. You can also use Playbook and all its financial planning features from a web browser on your computer or smartphone.
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If your Playbook ROI is less than 2x, we’ll refund the difference.
How is this calculated?
Your ROI is calculated by dividing your annual tax savings by your total Playbook subscription.
Who is eligible?
Exclusive to Playbook Plus subscribers with assets over $49K in Playbook accounts.
View full terms & conditions
The Smart Money Guarantee promises you an airtight financial plan and minimized taxes.
What is it?
When it comes to building wealth, there are no guarantees…or so you’ve been told!
The truth is, there actually IS a proven, reliable way to grow your money. It’s how Certified Financial Planners, billionaires, Nobel-prize-winning economists, and fancy endowments manage their money.
Now, you can get their best tax-lowering, return-boosting strategies with Playbook, backed by the industry’s first Smart Money Guarantee.
Airtight Financial Plan Guarantee
Playbook makes advanced financial planning available for all, and our plans are based on the methodology used by Certified Financial Planners. If you find a CFP that disagrees that Playbook is doing the best thing for your money, we’ll give you a refund. The Airtight Financial Plan Guarantee does not protect clients from any investment losses.
View full terms & conditions
2X Minimum ROI Guarantee
For our Plus subscribers: We're committed to ensuring your tax savings are at least double your yearly subscription fee. If you have $49K or more in Playbook accounts and don't receive that value, we've got your back — we'll refund the difference. The ROI Guarantee does not protect clients from any investment losses.
View full terms & conditions
