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.

After your 30-day free trial, 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.

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.
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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

We’ll never charge hidden fees and you can cancel anytime. See our refund policy here.