Get an airtight financial plan
in minutes.

Playbook is a step-by-step app for growing your money and minimizing taxes so you can live the life you want, sooner.

See how Playbook works in 30 seconds

See how Playbook works

Start Free Trial

4.7/5

Rated Excellent
on Trustpilot

$7B+

in financial
plans built1

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

4.5/5

Rated Excellent
on Trustpilot

$7B+

in financial
plans built1

2X

Playbook Plus ROI Learn more

“Playbook estimates it can help boost net worth by about $1.3 million.”

Lucinda Shen, October 2021

This is an estimate of what additional wealth Playbook customers 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”.

Playbook Philosophy:

We unlock the proven, reliable path to growing your money.

It’s how Certified Financial Planners, billionaires, Nobel Prize-winning economists, and fancy endowments manage their money. Now, you can too.

Here’s how it works.

We find your missed opportunities.

Simply connect your accounts and Playbook gets to work. Our analysis uncovers opportunities to minimize taxes and boost returns.

There’s a catch! This is time sensitive. If you don’t start strategically building wealth today, you’ll miss out on years of compounding interest.

Set up

We calculate your optimal tax strategy.

One of the most critical parts of your plan is maxing out your tax-advantaged accounts. Playbook also finds eligible accounts to increase your tax savings.

This is the backbone of your financial plan.

1

We build your financial plan.

Based on your accounts, we build a personalized plan to optimize your investments, tax advantages, and goals.

The goal? Put as much money as possible into your tax-advantaged accounts.

2

We automate
everything for you.

We make sure every dollar you earn ends up in the smartest place, automatically, based on your unique goals.

It's set-it-and-forget-it if that's your style, but you can always make changes to your strategy whenever needed.

3

You reach financial freedom sooner!

Woohoo! Finally, you won’t have to wonder if you’re doing the best things for your money.

As your personal finance navigator, Playbook adapts to your life's changes, ensuring you're always in the optimal financial lane.

Buy a home

FI/RE

Start a business

The Playbook difference

We make your money go further, faster

Pricing that really pays for itself

Playbook costs up to 90% less than working with a traditional advisor, plus we don’t charge you AUM fees. Your money is yours. We’re just here to grow it.

Playbook
Wealth advisor

There’s no better time to start growing your money.

View full terms & conditions
View full terms & conditions

Smart Money Guarantee

The Smart Money Guarantee promises you an airtight financial plan, minimized taxes, and fiduciary protection—guaranteed.

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

2X Minimum ROI Guarantee

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

Fiduciary protection

We have a legal duty to make recommendations that are in your best interest, not ours. Details

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.

Repeat after us,
lower taxes higher returns

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

As seen on: