Smart Money Guarantee
The Smart Money Guarantee promises you an airtight financial plan, minimized taxes, and fiduciary protection—guaranteed.
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
We have a legal duty to make recommendations that are in your best interest, not ours. Details