Next, we will tackle your Playbook Financial Foundation.

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Think of Financial Foundation as your ‘rainy day money’. You don’t want a short-term set back, or job loss, to throw off your long term plan, which is why we help you plan for the unexpected.

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First up is your Emergency Fund. Our recommendation is to keep two months’ worth of expenses in cash. We provide an estimate of your 2 months’ expenses, however, you are free to edit this information for a more accurate picture.

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Next, all you have to do is select an account you have linked to the platform and tell us about the progress you’ve already made in this area.

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Once I hit continue, I will have completed my Emergency Fund.

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Next up is your Reserve Fund. Similar to your Emergency Fund, your Reserve Fund’s purpose is to help you prepare for unexpected financial hiccups. We recommend 4 months of expenses for this portion of your plan, and give you the option to invest in a brokerage account, whether linked on your own, or created through Playbook. Either way, once you select your account and hit ‘continue’, you will have finished setting up your Financial Foundation!