How good is your financial plan?

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

Find out now

First, what should we call you?

If we’re going to poke holes in your financial plan, we want to be on a first name basis.

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Nice to meet you [nickname], we’re Playbook.

How do you feel when you think about money?

OVERWHELMED
EXCITED
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How much investing experience do you have?

There’s no right answer. We just want to know if money is taking up a lot of your headspace.

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About how much do you make?

We know this is personal. Don’t worry, this stays between us
(plus... maybe you gave us a fake name anyways)

<$40k
$500k+
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Which of the following accounts do you have?

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Will you max out your 401(k) this year?

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What are some of your goals for the future?

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[Nickname]
Salary:
$150k
Accounts:
Checking
Goals:
Estimated net worth impact based on average Playbook user:
+$1.3M

You’re off to a great start!

However, based on your financial profile, we have suggestions to optimize your taxes and invesments.

Finish building your plan, and we’ll show you how to boost your net worth.

Finish your plan

As seen in:

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Learn more about how Playbook is different from traditional financial advisors

Airtight Plan Guarantee

If a CFP disagrees with Playbook's strategy, you'll get a refund.
Details

2X Minimum ROI Guarantee

Playbook ROI of 2X for Plus subscribers with $49K+ in assets, or your money back.
‍Details

Fiduciary protection

We're obligated to recommend
what's best for you, not us.
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How it works.

Set
up

We find
your missed opportunities.

1

We calculate your optimal
tax strategy.

2

We build your
financial plan.

3

We automate
everything for you.

You can reach
financial freedom, sooner.

“Playbook has been a great service for me. I’ve used it for over a year now, and it has helped me automate my savings, investments, and retirements with ease. I highly recommend it for anyone who’s looking to automate their saving in a tax advantaged manner.”

DB

Verified Customer

“I have used Playbook for over 2 years and I have seen the feature sets expand while the support team continues to work even hard to resolve niche financial challenges that I have. You won't find a better experience from any of their competitors. I know, because I have tried most of them.”

Clarence W.

Verified Customer

“Playbook allows you, regardless of level of knowledge when it comes to investing, to just “set it and forget it.” Full visibility into what type of investment strategy is in play and support team available to address any questions or concerns.”

James L.

Verified Customer

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These reviews are from real Playbook clients. They were not paid for their endorsement of Herring Sub RIA, LLC (“PB Advisor”) and the Playbook platform. There is no guarantee that clients will have similar experiences or success.

Copyright • 2024 Playbook. All rights reserved.

1. This is an estimate of what additional wealth Playbook subscribers who have completed the first step of onboarding to receive a financial plan  can create by maximizing their tax advantages. Our methodology consists of aggregating what you save each month, across all accounts, and then primarily focusing on maximizing tax-advantaged accounts; next, we focus on investing the excess money in after-tax accounts. The assumed performance across all accounts is the same; in line with long-term US equity returns. Differences in performance are mainly due to tax advantages (e.g. deferral or avoidance of gains, capital gains tax, etc.) or putting more money into after-tax investment accounts versus cash. Playbook does not assume that it would manage funds in any way that deviates from long-term return expectations of the broader US stock market; Playbook does not seek to "beat the market”.

Copyright • 2024 Playbook. All rights reserved.

Here’s how Playbook works.

Together, we build your financial plan.

You simply connect your bank accounts and Playbook builds a plan to hit your goals and maximize your tax advantages.
‍
We also make it easy to review your plan, track progress, and make changes at any time.
‍
Here’s the catch: This is time sensitive. If you don’t max out all your tax advantages today, those opportunities won’t roll over next year.

1

We optimize your tax advantages.

One of the most critical parts of your plan is maxing out your tax-advantaged accounts.

Playbook finds the earnings and tax opportunities you’re missing out on. Then we incorporate them into your plan so you can get the most out of every dollar you save.

2

You set your plan into motion.

When you’re ready, you’ll set up monthly transfers to carry out your plan. You make the key decisions, and we’ll automate them for you.

Playbook will route your extra savings into the most beneficial accounts each month — and if your tax eligibility changes, we’ll adjust to fill in the gaps.
‍
The best part? You don’t have to change your lifestyle or spending at all.

3

You hit your life goals sooner.

Woohoo! Now that you’ve made the best choices for your money, you can focus on living a full, meaningful life.
‍
You won’t have to wonder if you’re doing the best things for your money. It’s happening automatically.

Buy a home

FI/RE

Start a business

4
Smart Money Guarantee

The Smart Money Guarantee promises you an airtight financial plan and minimized taxes.

What is it?

When it comes to building wealth, there are no guarantees…or so you’ve been told!

The truth is, there actually IS a proven, reliable way to grow your money. It’s how Certified Financial Planners, billionaires, Nobel-prize-winning economists, and fancy endowments manage their money.

Now, you can get their best tax-lowering, return-boosting strategies with Playbook, backed by the industry’s first Smart Money Guarantee.

Airtight Financial Plan Guarantee

Playbook makes advanced financial planning available for all, and our plans are based on the methodology used by Certified Financial Planners. If you find a CFP that disagrees that Playbook is doing the best thing for your money, we’ll give you a refund. The Airtight Financial Plan Guarantee does not protect clients from any investment losses.

View full terms & conditions

2X Minimum ROI Guarantee

For our Plus subscribers: We're committed to ensuring your tax savings are at least double your yearly subscription fee. If you have $49K or more in Playbook accounts and don't receive that value, we've got your back — we'll refund the difference. The ROI Guarantee does not protect clients from any investment losses.

View full terms & conditions

Fiduciary Protection

Playbook adheres to the Fiduciary Standard. For subscribers who opt-in to our investment accounts, Playbook has a legal duty to make recommendations that are in your best interest, not ours.