About My Wealth Playbook

Our Mission

Financial freedom shouldn't require a finance degree or expensive advisors. At My Wealth Playbook, we believe everyone deserves access to professional-grade financial tools and education.

We're building the platform we wish existed when we started our own financial journeys—clear, practical, and designed for real people with real financial challenges.

Who We're Built For

We created My Wealth Playbook for the busy professional who:

• Doesn't have time to become a financial expert but wants to make smart money decisions
• Feels overwhelmed by conflicting financial advice online
• Knows they should be doing more with their money but doesn't know where to start
• Wants practical tools, not vague motivational advice
• Can't justify expensive financial advisors for straightforward planning
• Values education and wants to understand the "why" behind financial strategies

What Makes Us Different

We're Tool-First, Not Advice-First

Most financial platforms want to sell you investment management or insurance products. We give you the calculators and frameworks to make your own informed decisions.

Professional Quality, Accessible Pricing

Our tools use the same calculations and frameworks that financial advisors charge thousands for. We make them available for the cost of a lunch.

Education Built In

Every tool comes with clear explanations. We don't just give you numbers—we help you understand what they mean and what to do with them.

No Upsells, No Commissions

We don't earn commissions on financial products. Our only incentive is making tools you actually want to use.

Our Approach

Financial freedom isn't about getting rich quick or following complicated investment strategies. It's about:

• Understanding your numbers: Know exactly where you stand financially
• Making informed decisions: Compare options with real data, not guesswork
• Building sustainable habits: Small consistent actions compound over time
• Tracking progress: See your journey toward financial independence
• Learning continuously: Build genuine financial literacy, not memorized rules

By The Numbers

Who Built This

My Wealth Playbook was created by a corporate finance executive with over a decade of experience managing billion-dollar portfolios for multinational organizations.

After years of building sophisticated financial models and capital allocation frameworks for Fortune 500 companies, our founder recognized a fundamental gap: the tools and methodologies used by corporate finance teams were completely inaccessible to everyday people.

Financial advisors either didn't offer these systematic approaches, or charged fees that put them out of reach for most professionals. Meanwhile, free online tools lacked the rigor and depth needed for serious financial planning.

Relevant Background:

• 10+ years in corporate finance leadership roles managing multi-billion dollar organizations
• Extensive experience in financial planning, treasury management, and capital allocation
• Led major financial transactions and strategic planning initiatives across multiple continents
• Presented financial strategy to C-suite executives and boards of directors
• Holds advanced certifications in financial management and business administration

Every tool on this platform uses institutional-grade financial methodologies—the same frameworks used to allocate hundreds of millions in corporate capital—now adapted for personal financial planning.

The mission is simple: make professional-quality financial planning accessible to anyone who wants to take control of their financial future, without requiring expensive advisors or finance degrees.

Our Commitment

Accuracy First: Every calculator is built with professional-grade formulas and tested extensively. Your financial decisions deserve accurate data.

Privacy Matters: Your financial data stays private. We don't sell your information or share it with third parties.

Continuously Improving: We regularly update tools based on user feedback and changing financial regulations.

Transparent Pricing: No hidden fees, no surprise charges. Cancel anytime, no questions asked.