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Repeat after us.
Lower taxes,
higher returns.

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

Learn more
No AUM fees,
Cancel anytime

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

Lucinda Shen, Fortune Magazine

“I was amazed when Playbook showed me how much money I was missing out on. I’m sold.”

Erendira O., Startup Sales, San Francisco, CA

Playbook Impact  +$5,600/yr

“Gosh, I love feeling like I’m doing the best things for my money.”

Hannah C., Public Policy Director, Denver, CO

Playbook Impact  +$3,800/yr

“I've always saved and invested, but a tax-advantaged system like Playbook is an absolute game changer.”

Khizer H., Startup Sales, Davis, CA

Playbook Impact  +$6,300/yr

“A financial advisor or Playbook? Playbook every time. An awesome app at a fraction of the price.”

Paul V., Entrepreneur, San Francisco, CA

Playbook Impact  +$7,300/yr

Playbook uses tax advantages to grow your money.

Building wealth is a compounding
game. If you avoid paying 20%+ in taxes, it can supercharge your year-over-year earnings and increase your net worth over your lifetime.

PSA: Your tax advantages expire every year.

If you miss a year, you’ll never get those dollars back — that takes a huge toll on your net worth. Don’t wait another year.

Playbook features

See how tax optimization impacts your net worth
Build your financial plan to maximize tax advantages
Put every extra dollar into  tax-advantaged accounts
Track and update your financial goals
Automate your growth with monthly transfers
Rely on secure and encrypted data

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.


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.


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.


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


Start a business



We created Playbook to bring you value, not take it away.

If you ever change your mind, you can cancel at anytime, no questions asked.

Get started
  • Easy to try
  • Month-to-month
  • No hidden fees
  • No AUM fees
  • Cancel anytime

Learn more about how we don’t charge AUM fees.



What makes Playbook different? +

We built Playbook for people making over $100k per year.

Beating the stock market is hard, but beating the tax man is easy. Playbook focuses on optimizing your taxes and putting your money in the right places automatically. With compounding, tax-free returns, you’ll be in the fast lane to financial freedom.

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 costs $29/month.

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 refund policy here.

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 features from a web browser on your computer or smartphone.