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Trustify360 - Default Title

Playbook

1 Letterman Drive, 94129, San Francisco, United States

http://helloplaybook.com

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4.60

Based on 20 Reviews

80.00%

10.00%

0.00%

10.00%

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.

Contact Info

http://helloplaybook.com
1 Letterman Drive, 94129, San Francisco, United States
hello@helloplaybook.com

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Set it and forget it money management. Great little company. They take some simple money management strategies and make it easy and automated to setup and achieve. Set it and forget it. Perfect for anyone who doesn’t want to spend the time moving money around to where it’s most advantageous or for those who don’t know where to start with managing their money. Great customer service as well. I had a small issue changing from their monthly plan to the annual one. They got back to me in a reasonable time and helped me out quickly and friendly.

When I encountered difficulties setting… When I encountered difficulties setting up my accounts and felt overwhelmed by the amount of information required to navigate the platform, Playbook Company truly stepped up to provide exceptional customer support. The turning point was a meeting with their Customer Success Team, where Philip played a crucial role. Despite feeling like “nobody” in the grand scheme of things, Philip treated me with utmost respect and took the time to walk me through the entire platform. Within a 30-minute session, I gained a clear understanding and felt much more comfortable with the services provided. This level of personalized, attentive service exemplifies great customer service and sets Playbook Company apart in their field.

Playbook has an amazing support team Playbook allows you, regardless of level of knowledge when it comes to investing, to just “set it and forget it”. Full visibility into what type of investment strategy is in play and support team available to address any questions or concerns. I had reached out with inquiry about where the funds were going and support team was patient with me to answer my questions exhaustively.

great experience great experience, Phill is very smart and answers my questions very well. It's easy to figure out how to use it under his guidance.

Thanks Y'all! Phil is great and his flexibility and thoughtfulness about the product and customer shine through. You rock!

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Playbook

http://helloplaybook.com

About Playbook

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