About
Meet Joseph Harris, CFP®
I started Playbook Wealth because I believe financial planning should feel like having a coach in your corner — not sitting across from a salesperson. Every client deserves a personalized game plan built around their actual life, goals, and values.
As a CERTIFIED FINANCIAL PLANNER® professional, I work across all six pillars of financial planning: cash flow, investments, tax strategy, retirement, risk management, and estate planning. No blind spots, no cookie-cutter advice — just a clear, actionable playbook.
Comprehensive Planning
The Six Pillars of Your Financial Plan
A real financial plan covers every angle. Here are the six areas we evaluate, build, and monitor for every client.
Cash Flow & Day-to-Day
How money moves through your life — income, spending, saving habits, and debt management.
Growing Your Wealth
Your savings strategy, portfolio health, and whether your money is working for you.
Keeping More of What You Earn
Whether there are strategies to reduce your tax burden and keep more income.
Your Future Self
How prepared you are to maintain your lifestyle when you stop working.
Covering the What-Ifs
Insurance and income protection for the unexpected — disability, illness, or loss.
Protecting What You've Built
Wills, Powers of Attorney, and making sure your wishes are documented and accessible.
Your Path
How It Works
Three steps from uncertainty to a clear, actionable game plan.
Take the Snapshot
Complete the free Financial Readiness Snapshot in about 5 minutes. You'll see exactly where you stand across the six pillars of a complete financial plan.
Build Your Playbook
Meet for a strategy session where we turn your snapshot into a personalized game plan — specific actions, priorities, and timelines tailored to your life.
Stay Prepared
Life changes. Your plan adapts. With ongoing reviews, we keep your playbook current so you're always ready for what's next.
Our Clients
Who We Work With
Whether you're just starting out or preparing for the next chapter, we build plans that meet you where you are.
Young Professionals
Starting your career with student debt, first investments, and big goals on the horizon. We help you build the right foundation from day one.
Entrepreneurs & Business Owners
Balancing business growth with personal finances, tax optimization, and protecting what you've built. Your business needs a playbook too.
Families
Juggling mortgages, kids' education savings, insurance needs, and estate planning. We help you cover all the bases so nothing falls through the cracks.
Pre-Retirees
Retirement is on the horizon and the decisions you make now carry more weight. We build a drawdown strategy that makes your money last.