We created Playbook to grow your wealth, not take it away. If you ever change your mind, you can cancel at anytime.
7 day free trial
No hidden fees
We believe in only for paying for features you’ll actually use. You can switch plans whenever you need to, for whatever reason.
Tax-advantaged account setup and management
Back-door Roth IRA conversion
Personalized financial plan
Management of short and long-term goals
Automated saving and investing
Inclusion of spouse’s income, 401(k), and net worth
Linked external accounts for an all-in view
Low cost, diversified index funds
In-kind transfers of external accounts
Advanced tax loss harvesting in taxable accounts
Tax-smart asset location and withdrawals
Credentialed US-based support team
1:1 Onboarding available on request
Early access to new features
Customized plan for minimizing your tax bill
Detailed breakdown of current year tax savings
ROI tracking based on Playbook Fees
Playbook ROI Guarantee Learn more
The sooner your start, the more time your money has to grow.
Many robo-advisors like Wealthfront or Betterment charge AUM fees. They take between .25% and 1.0% of all your assets under management each year.
Over your lifetime, that fee can add up. Plus, it incentivizes them to keep your money invested with them instead of helping you buy a home or pay off debts.
That’s not how we roll.
Of course! Our plans start with a risk-free 7-day trial, which is plenty of time to get your personalized financial plan and optimized tax-savings strategies.
You sure can. You can switch plans whenever you need to, for whatever reason.
No, there are no investment minimums! We’ll recommend a plan of action, but you’re in complete control of your money. We can automate your savings and investments, but only if you want us to.
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.
It’s not required! To create your financial plan, we will ask you to provide information on your spouse’s income and savings so you can see your household’s full financial picture.
Your spouse only needs an account if they want Playbook to manage separate accounts that aren’t part of your financial plan.
In the Playbook Plus plan, we track every dollar that we save on your taxes through our tax-smart investing strategies. If those savings aren’t worth at least 2X what you paid Playbook at the end of your first year, we’ll refund you the difference! Learn more
As seen on:
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