Get a delightful financial plan
in minutes.
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
“Playbook estimates it can help boost net worth by about $1.3 million.”
Lucinda Shen, Fortune Magazine
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.
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.
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.
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.
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.
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.
Learn more about how we don’t charge AUM fees.
$19
/month
The sooner your start, the more time your money has to grow.
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.
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.
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.
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.
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.
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