Playbook

1 Letterman Drive, 94129, San Francisco, United States
http://helloplaybook.com
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4.60
Based on 20 Reviews

5

80.00%

4

10.00%

3

0.00%

2

10.00%

1

0.00%
About Playbook

Hello Playbook is a San Francisco-based fintech company out to disrupt, and streamline, the world of financial planning. With a commitment to helping individuals achieve Financial Freedom, Hello Playbook assesses your current planning behavior and generates personalized recommendations tailored to your unique situation. But it doesn't stop there - Hello Playbook is all about action and implementation. Through the power of automation, it helps you seamlessly put those recommendations into motion, making progress towards your goals easier than ever before. Hello Playbook offers a flexible subscription-based model that allows you to have control over your financial journey. You can cancel anytime, ensuring you have the freedom to choose what works best for you. And to get you started on the right track, Hello Playbook offers a risk-free 7-day free trial. It's an opportunity to explore their platform and experience the benefits firsthand. With Hello Playbook, you're not alone on your financial journey. Their dedicated team offers white-glove onboarding, ensuring a smooth transition onto their platform. Plus, their friendly support team is always just an email away. Hello Playbook doesn't settle for the ordinary. In addition to its core features, it goes above and beyond by offering advanced capabilities such as tax loss harvesting, tax-efficient investing, and access to backdoor Roth IRAs for maximizing your retirement savings potential. With Hello Playbook as your trusted partner, you can approach financial planning with confidence. Take control of your future and unlock the path to financial success. Hello Playbook: Your co-pilot on the road to Financial Freedom.

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Emily Bilotti
GB

Financial coaching session I had a one hour financial coaching session with Phil from Playbook and it was SUPER helpful. I could ask all my “dumb” questions and he was very patient and helped me understand everything. I love how small and dedicated the Playbook team is while being legit and trustworthy. Great combo.

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Molly MacDonald
GB

Loving all the features Loving all the features! The ability to see and organize all my finances has been a game changer. Phil and his team have been extremely helpful. Can’t wait for new features to keep rolling out!

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Jack Santangelo
GB

Almost There The app is still young and there are some kinks that need to be worked out. That being said they're on the right track. Once the product becomes a bit more mature it would be 5 stars. The team is great and very responsive. In a year or two this will be a fantastic product.

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D B
GB

Playbook has been a great service for… Playbook has been a great service for me. I’ve used it for over a year now, and it has helped me automate my savings, investments, and retirements with ease. I highly recommend it for anyone who’s looking to automate their saving in a tax advantaged manner.

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elise nolan
GB

TL;DR - bait and switch; sign up at your own risk. The team was friendly and responsive when I was initially setting up my account and they offered a free trial period. However, I've never been able to get my account information to sync properly and they are now unresponsive to my requests for assistance or cancellation. It's like they stopped caring as soon as they got my billing information.

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