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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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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Shania Criszia
GB

Easy to use, friendly customer service This app is very easy to use. Very intuitive. They explain to you a lot of things that they are doing. A lot of this is also automatic, so you dont have to worry about thinking to send the money manually (there's a manual option for those who wants that too of course). When I had issues trying to transfer, they reach out to me very quickly and even had a zoom call with me because I was having a lot of issues. Theo was very nice and he is still holding my hand throughout the process. This really is a great tool to have to build your wealth.

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customer
GB

Great information It was great talking to Phil about Playbook and how to get the most out of it, as well as some additional information on how to improve my financial literacy and how to make my money work the best for me now and in my future.

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Dora
GB

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.

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Anonymous
GB

They're on the right track They're on the right track. Haven't come across a product working towards the specific roadmap they're working towards. Looking forward to seeing where it goes.

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