How good is your financial plan?

We’re going to give you a report card. Don’t worry, we won’t be too harsh!

Here’s how Playbook works.

We find your missed opportunities.

Simply connect your bank accounts and Playbook finds the earnings and tax opportunities you’re missing.

Then, we work those opportunities into your plan so you can super-charge your net worth.

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.

1

We optimize your tax advantages.

One of the most critical parts of your plan is maxing out your tax-advantaged accounts. Playbook finds your eligible accounts and works them into your plan.

What are tax-advantaged accounts? Accounts with special tax benefits so you can pay less in taxes. Think 401(k), Traditional IRA, Roth IRA, HSA etc.

2

We build your delightful financial plan.

Based on your finances, we craft a holistic plan to optimize your investments, tax advantages, and goals. Then, we automate it for you.

The best part? Your plan is fully customizable — you can set unique risk profiles and timelines so your investments are tailor-made to your needs.

3

Together, we fine-tune your investments.

Your investments should be smart, adaptive, and perfectly dialed into your plan. We help you do that with customizable risk profiles and multiple, unique portfolios.

New to investing? Nice! There’s no better time to start, and we’ll guide you every step of the way.

4

You reach financial freedom!

Woohoo! Finally, you won’t have to wonder if you’re doing the best things for your money.

Playbook will route your extra savings into the most beneficial accounts each month, and if your eligibility changes, we’ll adjust to fill in the gaps.

Buy a home

Start a business

FI/RE

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.