FAQs

What makes Playbook different? +

We built Playbook for people making over $100k per year.

Beating the stock market is hard, but beating the tax man easy. Playbook focuses on optimizing your taxes and putting your money in the right places automatically. With compounding, tax-free returns, you’ll be in the fast lane to financial freedom.

Why are tax advantages urgent?+

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.

How much does it cost?+

Playbook costs $19/month.

And we're not like other apps, we're a cool app. We’ll never charge hidden fees and you can cancel anytime.

How safe is Playbook?+

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.

Do I need to download an app?+

Nope! You can use Playbook and all its features from a web browser on your computer or smartphone.

Stay tuned, a mobile app is coming.