🎯 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.
Here’s what to do next:
Your Next Steps
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Complete Your Retirement Wellness Assessment™
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Click the button below to fill out the assessment form. Your answers help us create a plan that’s as unique as you are!
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Check Your Inbox for Updates
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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.
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Contact Support if Needed
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If you have any questions or need help, contact us at info@myplankeeper.com.
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My Retirement Wellness Assessment™
Your next chapter starts here—unlock personalized insights that bring your retirement goals to life.
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
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You’re part of an exclusive pre-launch community that helps shape the future of retirement planning.
✅ Custom Retirement Wellness Summary Report™
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A personalized overview of your retirement readiness with key insights.
✅ Personalized Checklist
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Clear, actionable steps to build retirement confidence.
✅ Your Retirement Wellness Score™
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A holistic view of your progress across key areas of retirement wellness.
✅ Monthly Member Newsletter
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Expert tips and community updates to keep you informed and inspired.
🚀 COMING SOON:
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1 Monthly Wellness Check-in with Grace™ – Your retirement goals, updated in real-time with AI support.
Insights for a Fulfilling Retirement
Upgrade to conversational guidance