Playbook looks at everything — your income, investments, taxes, and life goals to build an optimized financial plan.
If you’re missing anything, we’ll find it and help you fill in the gaps.
“I was amazed when Playbook showed me how much money I was missing out on. I’m sold.”
Erendira O., Startup Sales, San Francisco, CA
Playbook Impact +$5,600/yr
“Gosh, I love feeling like I’m doing the best things for my money.”
Hannah C., Public Policy Director, Denver, CO
Playbook Impact +$3,800/yr
“I've always saved and invested, but a tax-advantaged system like Playbook is an absolute game changer.”
Khizer H., Startup Sales, Davis, CA
Playbook Impact +$6,300/yr
“A financial advisor or Playbook? Playbook every time. An awesome app at a fraction of the price.”
Paul V., Entrepreneur, San Francisco, CA
Playbook Impact +$7,300/yr
Building wealth is a compounding
game. If you avoid paying 20%+ in taxes, it can supercharge your year-over-year earnings and increase your net worth over your lifetime.
PSA: Your tax advantages expire every year.
If you miss a year, you’ll never get those dollars back — that takes a huge toll on your net worth. Don’t wait another year.
No paperwork — you just connect your bank accounts and Playbook builds a plan to maximize your tax advantages.
Investing can be stressful, so we make it easy to review your plan, track progress, and change it at any time.
Here’s the catch: It’s time sensitive. If you don’t max out all your tax-advantages today, those opportunities don’t roll over next year.
Using tax-advantaged accounts is the smartest way to grow your money. Playbook puts your money into the most beneficial accounts first, with the highest returns and lowest taxes.
The goal? Grow your money and live the life you want sooner.
When your financial situation changes, our Smart Routing technology automatically adjusts where your money goes.
Just got a raise? We saw it come in.
Big expense? Way ahead of you.
Plus, we’ll make sure you always have enough cash on hand.
Woohoo! Now that you’ve made the best choices for your money, you can focus on living a full, meaningful life.
Whether it’s a wedding, family trip, down-payment, or the FI/RE lifestyle, we’ll help you get there faster.
The sooner your 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 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.
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.
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.
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.