Playbook Investment Group
Welcome to the Playbook
Where Everyday People Become Educated Investors.
Trading · Investing · Wealth · Community · Access
Playbook Investment Group is more than a trading community. It is an education and wealth-building ecosystem designed to help people understand markets, develop disciplined investing habits, learn risk management, build repeatable processes, and surround themselves with people committed to becoming better investors.
This is bigger than trading
We're not just teaching trades. We're building investors.
Anybody can watch someone place a trade. The real question is whether you understand what happened — and why.
The real questions
- Do you understand WHY the trade was taken?
- Do you understand risk?
- Do you understand position sizing?
- Do you understand when NOT to trade?
- Do you have a process?
- Do you have discipline?
- Do you have a Playbook?
Our mission is to help members develop the knowledge, systems, community, and confidence required to become more educated and disciplined market participants.
Learn
Understand markets, investing, options, risk management, and wealth-building principles.
Practice
See concepts applied through live education, market analysis, trade breakdowns, and practical exercises.
Develop
Build your personal process, trading routine, risk framework, and investment philosophy.
Connect
Join a community of investors, entrepreneurs, professionals, coaches, and wealth-minded individuals.
Choose your playbook
One ecosystem. Multiple ways in.
Wherever you are right now, there is a Playbook built for this stage — and another one waiting for where you're going next.
Weekly Membership
Designed for people who want an affordable entry point into the Playbook community.
- Community access
- Live market education
- Trading education
- Educational resources
- Member discussions
- Access to scheduled Playbook sessions
Monthly Membership
Our core membership experience for individuals serious about consistently developing their market knowledge.
- Everything included in Weekly
- Full monthly community access
- Live educational trading sessions
- Market education
- Options education
- Community discussions
- Educational library
- Member resources
Annual Membership
For committed members who know they want Playbook to be part of their financial education for the next 12 months.
- Full Playbook membership
- Live education
- Community access
- Trading and investing education
- Educational library
- Member workshops
- Annual-member bonuses
- Priority access to select Playbook events
The annual advantage
Committing annually keeps your seat for a full 12 months at the lowest yearly commitment across the three standard membership options.
The Playbook Legacy Circle
Stop Renting Your Seat. Own It.
For those who know Playbook is where they want to build, learn, connect, and grow for the long term. Legacy Circle members make one investment and secure lifetime membership in the Playbook community.
Lifetime inclusions
- Lifetime Playbook membership
- Lifetime community access
- Live educational sessions
- Trading and investing education
- Educational library
- Legacy-only experiences
- Special member recognition
- Priority access to select Playbook opportunities and events
- Future Legacy Circle benefits as they are introduced
Educational Program · Not a Membership Tier
Knowing isn't enough. Build your system.
The Playbook Trading Intensive — a small-group educational experience for individuals who want to develop a structured personal trading process.
Program Investment
$7,500
Program Length
8–12 Weeks
Enrollment
By Application
Participants work toward developing
- Personal trading plan
- Defined risk-management framework
- Trade-selection criteria
- Entry and exit framework
- Position-sizing methodology
- Trading journal
- Daily trading routine
- Weekly review process
- Accountability structure
- Personal market preparation process
What's included
- Small-group coaching
- Live trading education labs
- Market breakdowns
- Weekly accountability
- Educational assignments
- Trading journal templates
- Risk-management exercises
- Two private strategy sessions
- Playbook membership during the program
Apply for the Intensive
The Intensive is application-based so each cohort stays small and every participant gets direct attention. Submit your application and the Playbook team will follow up with next steps.
Limited Cohort Size
The Trading Intensive is an educational program. It does not include and does not imply any promise regarding profits, returns, account growth, or investment performance.
The Event
The Playbook Wealth Summit
Trading. Investing. Business. Taxes. Retirement. Wealth.
Imagine bringing entrepreneurs, investors, traders, financial educators, tax professionals, business leaders, and wealth-minded individuals together under one roof. This is bigger than a trading conference. It's a wealth conversation.
Topics may include
General Admission
Starting at $997- Full summit access
- All main-stage sessions
- Community networking
- Educational breakouts
VIP Experience
Starting at $2,500- Premium seating
- VIP networking
- Private reception
- Speaker access
- Exclusive educational session
- VIP dinner
- Playbook membership
- Event merchandise
Join the Summit Waitlist
Dates, city, and speaker lineup are being finalized. Join the waitlist for first access to tickets and VIP experiences.
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Introducing Playbook Chapters
Bring the Playbook to your city
What started as a community can become a movement. Playbook is exploring opportunities to establish local educational communities in select markets.
Potential Chapter Leaders may receive access to
- Playbook curriculum
- Brand assets
- Educational presentations
- Event frameworks
- Marketing materials
- Community-building systems
- Leadership training
- National Playbook community
- Educational resources
- Chapter support
Playbook Chapters is an exploratory program. It is subject to legal, operational, territorial, licensing, and compliance approval before launch. Nothing here constitutes an offer of a franchise or business opportunity.
APPLY TO BECOME A CHAPTER
Playbook for Organizations
Financial education for your community
Bring Playbook Into Your Organization. Financial education shouldn't stop with individuals.
Who we work with
Playbook works with organizations interested in bringing practical financial literacy, investing education, market education, and wealth-building principles to the communities they serve.
Potential programs
- Financial literacy workshops
- Investing fundamentals
- Stock market education
- Understanding risk
- Retirement education
- Entrepreneurship
- Tax education
- Wealth-building fundamentals
- Youth financial literacy
- Multi-week educational programs
- Virtual educational programs
- In-person workshops
Community Workshop
Starting at $5,000
A single high-impact financial education session built for your audience.
Playbook Education Series
Starting at $15,000
A multi-session curriculum delivered virtually or in person over several weeks.
Playbook Institutional Partnership
Starting at $25,000+
An ongoing education partnership with custom programming for your organization.
Request a Partnership Proposal
Tell us about your organization and audience. The Playbook team will prepare a proposal outlining program structure, format, and timeline.
Playbook Ambassadors
Help us build the movement
Some people join communities. Others help build them.
The Playbook Ambassador Program is designed for entrepreneurs, financial professionals, content creators, community leaders, influencers, and individuals who believe more people need access to quality financial education.
Ambassadors may receive
- Unique referral link
- Marketing assets
- Social media content
- Promotional videos
- Webinar invitations
- Sales resources
- Campaign materials
- Performance tracking
- Eligible referral compensation subject to program terms and applicable law
Become a Playbook Ambassador
Meet the Playbook Team
Leadership built on education
The people guiding the Playbook community, curriculum, and member experience.
Coach KJ
CEO / Founder
Leadership • Education • Vision
Leads the Vision, Leadership, and Educational Direction of The Community.
Coach Darnell
CMO / Co-Founder
Marketing • Growth • Strategy
Supports Growth, Marketing Strategy, and Brand Development.
Coach Monica
CFO / Co-Founder
Finance • Operations • Leadership
Oversees Financial Leadership, Operations, and Organizational Support.
Coach Naomi
LEAD TRADING STRATEGIST
Markets • Strategy • Risk awareness
Shares Trading Insights, Strategy, and Market Guidance For The Community.
Coach Chollett
COACH / MODERATOR / ONBOARDING
Support • Onboarding • Community care
Helps Welcome, Guide, and Support Members Through Onboarding and Community Care.
Social Proof
The Playbook Community
Member experiences centered on education, confidence, discipline, and understanding.
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The Playbook Path
You don't have to know everything before you start.
You simply need somewhere to begin.
Discover
Find where you are today.
Learn
Build the foundation.
Develop
Create your process.
Implement
Apply it with structure.
Connect
Grow with the community.
Lead
Bring Playbook forward.
Questions
Before you join
The Final Word
Every great investor needs a Playbook.
The market doesn't care about emotion.
It doesn't care about hype.
It doesn't care about what somebody on social media told you.
The question isn't whether you need a Playbook. The question is which Playbook is right for you.
Stay Connected
Get Playbook education updates, event announcements, and community news.