How good is your financial plan?

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

First, what should we call you?

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

Please enter your Name or Nickname
Nice to meet you [nickname], we’re Playbook.

How do you feel when you think about money?

OVERWHELMED
EXCITED

How much time do you spend on your finances each month?

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

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+

Which of the following accounts do you have?

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

What are some of your goals for the future?

What’s your email?

Please enter a valid Email
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
[Nickname]
Salary:
$150k
Accounts:
Checking
Goals:
Estimated net worth impact based on average Playbook user:
+$1.3M

You’re off to a great start!

You have amazing goals for the future. Based on your financial profile, we have suggestions to optimize your taxes and investments.

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

Finish your plan

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

FAQs

What makes Playbook different? +

Playbook redefines financial planning with a focus on tax efficiency and an automated investment strategy.

Unlike traditional financial advisors, we leverage advanced technology to optimize your taxes and boost your net worth, all for a transparent monthly fee.

With bank-level security and a team of financial experts, Playbook is committed to accessible, smart wealth management, empowering you to achieve financial freedom faster and more efficiently.

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 offers two membership plans:

1) Playbook Essential, which costs $9/month. These are the essential features to get your financial plan up and running with the necessary tax advantages.

2) Playbook Plus, which costs $59/month. Clients on Playbook Plus receive everything from Essential in addition to advanced tax strategies such as Tax Loss Harvesting, Asset Location, and Smart Withdrawals.

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 pricing

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.

Is there an app?+

Yes! You can download the iOS app in Apple’s app store. You can also use Playbook and all its financial planning features from a web browser on your computer or smartphone.