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🎯 Welcome to My Plan Keeper™—You’re In! 🎉

Congratulations! 🎊 You’ve taken a big step by joining our early member community. 

You’re now one of the first in the world to experience our Conversational Retirement Assessment™—built to make planning your next chapter effortless and meaningful.

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Here’s what to do next:

Your Next Steps

  1. Complete Your Retirement Wellness Assessment™

    • Click the button below to fill out the assessment form. Your answers help us create a plan that’s as unique as you are!

  2. Check Your Inbox for Updates

    • After submitting your assessment, you’ll receive your Custom Wellness Summary Report™ within 48 hours. Be sure to check your email (including spam) for updates.

  3. Contact Support if Needed

My Retirement Wellness Assessment™

Your next chapter starts here—unlock personalized insights that bring your retirement goals to life.

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Make sure to enter your email address before submitting the form.

Exclusive Early Access Features

What’s Included in Your Lite Access:

Early Member Status Locked In

  • You’re part of an exclusive pre-launch community that helps shape the future of retirement planning.

Custom Retirement Wellness Summary Report™

  • A personalized overview of your retirement readiness with key insights.

Personalized Checklist

  • Clear, actionable steps to build retirement confidence.

Your Retirement Wellness Score™

  • A holistic view of your progress across key areas of retirement wellness.

Monthly Member Newsletter

  • Expert tips and community updates to keep you informed and inspired.

🚀 COMING SOON:

  • 1 Monthly Wellness Check-in with Grace™ – Your retirement goals, updated in real-time with AI support.

Upgrade to conversational guidance 

The New Retirement Reality

What Retirees Are Saying 

"I'm worried about my purpose in retirement, maintaining relationships, and staying active. I need guidance on how to build a fulfilling life, not just manage money."

What They're Hearing Instead

"Based on our Monte Carlo simulations, you have a 70% chance of outliving your assets. We recommend this new asset allocation to protect against this risk."

Save countless hours searching for answers

Get 24/7 personalized guidance for less than a single session with a retirement coach

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