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.

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 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.
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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

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.
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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 financial planning features from a web browser on your computer or smartphone.