Exclusive to
members
7-day free trial & 40% off Playbook Essential
Exclusive to
members
7-day free trial & 40% off Playbook Essential
Playbook is a step-by-step app for growing your money and minimizing taxes so you can live the life you want, sooner.
See how Playbook works in 30 seconds
See how Playbook works
4.6/5
Rated Excellent
on Trustpilot
$7B+
in financial
plans built1
“Playbook estimates it can help boost net worth by about $1.3 million.”
Lucinda Shen, October 2021
Estimated net worth boost based on specific tax advantage maximization strategies. Methodology and assumptions.
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Playbook Philosophy:
We unlock the proven, reliable path to growing your money.
It’s how Certified Financial Planners, billionaires, Nobel Prize-winning economists, and fancy endowments manage their money. Now, you can too.
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, and goals.
The goal? Put as much money as possible into your tax-advantaged accounts.
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.
Woohoo! Finally, you won’t have to wonder if you’re doing the best things for your money.
As your personal finance navigator, Playbook adapts to your life's changes, ensuring you're always in the optimal financial lane.
We make your money go further, faster
Exclusive to
members
$9/mo $5 /mo
Best if you have assets under $29k
+ Build an airtight financial plan
+ Minimize your tax bill
+ Boost your net worth
+ Personalized 1:1 onboarding support
$59/mo $45 /mo
Best if you have assets over $29k
+ Everything from the Boost plan
+ Advanced algorithmic tax-saving strategies
+ Tax-efficient asset location & withdrawals
+ 2X Playbook ROI or your money back guaranteed. Learn more
7-day free trial
Cancel anytime
No hidden fees
We created Playbook to grow your wealth, not take it away. If you ever change your mind, you can cancel at anytime.
The sooner you start, the more time your money has to grow.
We built Playbook for people making over $100k per year.
Beating the stock market is hard, but beating the tax man is 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.
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 starts from $9 /month. However, Guideline members can get started with Playbook Essential for $5 /month (40% off!) after a 7-day free trial.
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 refund policy here.
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 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
