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retirement

wellness

While financial plans tell you if you can afford to retire, our platform helps you actually prepare—mentally, emotionally, and logistically for life after work.

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Did you know 1 in 3 retirees feel 

lost, anxious, or even depressed after they stop working?

That’s over 10 million people entering a new chapter without a map

Most financial wellness programs stop at savings

Most retirement benefits disappear when the job does

And most people are left without a plan for how to actually live after work

That’s why we created the first retirement wellness benefit.
To help people feel steady, clear, and supported when everything else is changing.

Individuals

Feel Ready, Not Just Retired

Traditional plans help you save. We help you prepare.

Retirement Isn’t Just a Financial Equation

It’s a whole-life shift, one that most plans ignore.

Because planning to retire isn’t the same as being ready to.

Grace™ is your retirement wellness guide, designed to prepare you for the emotional, social, and lifestyle changes that come with life after work.

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Get Your Retirement Wellness Checklist

Complete the form to receive your checklist by email.

ROLE

Retirement Wellness Checklist™

a simple, easy-to-use guide to help you focus on what matters most, from your mental well-being to your social connections, physical health, and more.

Latinos: 

The Economic Powerhouse Driving Change

The Challenge

With a staggering $3.2 trillion GDP, Latinos represent the 5th largest economy in the world. Our purchasing power exceeds $3.4 trillion, and we’re outpacing income growth nationwide. But there’s a disconnect—the financial system wasn’t built for us.

Despite being a cornerstone of the U.S. economy, Latinos face outdated retirement tools, fragmented advice, and a lack of culturally relevant support. Many enter retirement with no clear path, no purpose.

Our Mission

Grace, MyPlanKeeper’s conversational AI retirement coach, holding a sign that says 'I speak Spanish,' welcoming users to bili

To make retirement planning human again, supporting people through every chapter of their retirement journey.

Hablemos de tu Jubilación con Grace™

Grace, MyPlanKeeper’s conversational AI retirement coach, holding a sign that says 'I speak Spanish,' welcoming users to bili

Our Why

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Why Anytime Conversations Matter

Meet Grace™, more than just an advanced program - she's the embodiment of our mission to deliver expert guidance directly to your fingertips.

Whether it's for quick advice, urgent questions, or deep dives into your financial and well-being plans, being able to initiate a dialogue on your terms ensures you're always in control and moving forward with confidence.

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Retirement is a Legacy

in motion

A legacy isn’t built at the end
It’s shaped in the everyday moments of how you live now.

Your retirement plan should help you stay connected, make intentional choices, and design a life that reflects what matters

Because the way you live today is the story you leave behind

Say Goodbye to Endless Uncertainty, and Embrace a Future of Clarity 

Your Plan Partner Awaits

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