EARLY ADOPTERS PROGRAM
Shape the Future of Retirement Wellness™
GUIDED PLAN FOR EARLY FOUNDERS
WHO THIS IS FOR:
Visionary 50 Plus Adults who:
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Believe retirement should be about more than money
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Want to help revolutionize how people transition to retirement
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Are ready to learn and embrace AI-powered retirement logistics support
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Value being part of something meaningful from the start
Get 60 Days of Grace™—Completely Free with Waived Set Up Fee
This exclusive offer is available only to our first Founding Members
WHAT YOU’LL RECEIVE:
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Your own private, bank-grade secure AI retirement coach, custom-trained to understand your unique retirement needs.
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A personalized Retirement Wellness Plan tailored to your goals, lifestyle, and values.
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24/7 access to Grace™, your dedicated assistant ready to guide you through decisions anytime.
Limited-Time Access for Early Adopters
CURIOUS BUT NOT QUITE READY?
Download our Retirement Wellness Checkist™
RETIREMENT WELLNESS CHECKLIST™
Exclusively from My Plan Keeper - The world's first retirement wellness planning platform.
For Those Who Know Retirement is More Than Just a Financial Plan
Finally, a guide that looks beyond the numbers to help you:
Simplify Your Planning: A step-by-step guide to ensure all key areas of your retirement are covered—without the overwhelm.
Personalized Insights: Practical tips to align your goals, lifestyle, and values for a retirement plan that’s uniquely yours.
Proactive Health Focus: Strategies to improve mental and physical well-being, from stress management to long-term care planning.
Rediscover Your Purpose: Inspiring ideas to explore new passions, hobbies, and create a meaningful legacy.
Your Plan's Story
We transform retirement from a number into a life worth living. Here's what makes your journey different:
Beyond The Numbers
Your complete retirement story - from life goals to daily wellness, written with purpose.
Retirement Coaching For All
No matter who manages your plan, get the guidance you deserve. Bridging the gap between dreams and reality.
Lifelong Support
Your story continues even as work ends, advisors change, or banks shift. We're your constant companion through every transition, ensuring your journey stays uninterrupted.
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."
What Retirement Planning Isn’t Telling You
Everyone talks about your money
But who's talking about your life?
The things that actually make you thrive not survive?
80% of retirees feel unprepared for the emotional side of retirement.
Forget everything you know about retirement tools.
My Plan Keeper™ just changed the game.
Ready to take the first step?
How It Works
BEGIN YOUR PLAN WITH A CONVERSATION
Start with a different kind of retirement conversation that finally goes beyond numbers. No paperwork, no pressure—just honest dialogue about what matters.
MEET YOUR LIFELONG COMPANION
Grace™, your personal AI retirement companion. She learns , growing with you and always available. Unlike human advisors, she'll never retire.
GET YOUR LIVING ROADMAP
Within minutes, receive your personalized retirement roadmap that evolves as you do. Turn conversations into real actions and watch your next chapter unfold.