Smart Money Guarantee
The Smart Money Guarantee promises you an airtight financial plan, minimized taxes, and fiduciary protection—guaranteed.
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Airtight Plan Guarantee
If you find a CFP that disagrees that Playbook is doing the best thing for your money, we’ll give you a refund. Details
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2X Minimum ROI Guarantee
Playbook ROI of 2X for Plus subscribers with $49K+ in assets, or your money back. Details
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Fiduciary protection
We have a legal duty to make recommendations that are in your best interest, not ours. Details