I have some exciting news to share, but I want to start with something important first.

Everyone should think about wealth. Yep, everyone, including you. 

No matter what the world tries to tell you, building long-term wealth isn’t about having nice things (though it’s not out of the question). It’s about freedom. Freedom to pursue what you love, to spend time with your family or travel on a whim. Freedom to start your own business or donate generously to the causes you care about. 

It’s about waking up every morning thinking, “I can do anything I want today.” For most of us, that reality seems so far away it’s hard to imagine. But if you’re fortunate enough to be saving a chunk of your earnings, you have a real shot at this.

And that’s where Playbook comes in. 

I’m excited to tell you about Playbook — the app I wish I had in my twenties. Playbook is a step-by-step app to help you reach financial freedom and live a meaningful life without money stress. 

You can think of Playbook as your friendly guide to financial freedom. It’s thoughtfully designed with financial technology to help you build an airtight IRA strategy, hit your life goals, and stop working sooner — all without changing your current spending habits.

Long story short, Playbook helps you squeeze the juices out of every dollar you save.

How does it work?

You might already max out your 401(k). You might own some Bitcoin. Heck, you might even talk about NFTs with your friends. But no one is doing the dirty work of unpacking the federal tax code to find every eligible tax advantage for you. 

Playbook looks at your finances holistically, helping you build a plan to capture tax advantages, customize your investments, and automate your wealth-building. 

Here’s how:

  1. Playbook builds your comprehensive financial plan.
    You simply connect your bank accounts and we build a plan to boost your net worth.
  1. Playbook maximizes your tax advantages.
    We find the earnings and tax opportunities you’re eligible for or missing out on. Then we incorporate them into your plan. 
  1. You set your plan into motion, automatically.
    When you’re ready, you’ll activate monthly transfers to carry out your plan. Playbook will route your extra savings into the most beneficial accounts each month.
  1. You reach financial freedom sooner.

Booyah. Time to start painting again or biking across Croatia.

The latest and greatest

Today, Playbook has a community of over 10,000 users and counting, all on the road to financial freedom. We predict that our average user will add over $1.3 million to their net worth over their lifetime. Woah. That’s a big number. 

Come join us, our mascot ‘Cornstarch’, and our growing community as we prove that financial freedom is possible. You deserve to rest easy, knowing you’re doing the best things for your money. 

To financial freedom and beyond, 


David Hegarty, Founder and CEO

P.S. Read more about Playbook in Fortune Magazine and throw us a follow on Instagram too. (And Tiktok, but maybe not yet. We’re still figuring it out…)