Yes! Grace™ enhances your advisor relationship by: ✔ Preparing smart summaries of your retirement insights ✔ Helping you organize thoughts before advisor meetings ✔ Bridging financial and emotional planning 💡 Think of Grace™ as the missing link between financial strategy and retirement fulfillment.

It’s simple: 1️⃣ Visit our website and click “Get Started.” 2️⃣ Sign up for the waitlist. 💡 The future of retirement planning starts here.

Grace™ is your AI-powered retirement wellness companion. She helps you navigate retirement by providing empathetic, intelligent conversations, personalized wellness insights, and real-time support. Unlike traditional tools, Grace™ listens, adapts, and guides you through financial, emotional, and lifestyle planning—all in a judgment-free environment. 🔹 Conversational AI for a human-like experience 🔹 24/7 support for personalized guidance 🔹 Smart transcripts & summaries for better decision-making 💡 Grace™ isn’t just an assistant—she’s a partner in your retirement journey.

Unlike banks and financial advisors that focus only on investments, My Plan Keeper provides a holistic approach to retirement. We integrate: ✔ Financial insights with emotional wellness and lifestyle planning ✔ Conversational AI to make retirement planning more engaging and accessible ✔ Smart recommendations that evolve with your needs 💡 Because retirement isn’t just about money—it’s about living well.

No. Grace™ is not a financial advisor and does not provide investment recommendations. Instead, she: ✔ Guides you through emotional and lifestyle decisions ✔ Helps you prepare for financial conversations with your advisor ✔ Ensures your overall well-being is prioritized 💡 Because retirement planning should be about more than just numbers.

AI is not a replacement for human advisors—it’s a powerful tool that enhances their expertise. The best retirement planning combines: ✔ AI-powered insights for real-time recommendations and risk management. ✔ Human judgment and experience to provide emotional intelligence and nuanced financial strategies. ✔ Automated tracking to help clients stay engaged in their planning. At My Plan Keeper, we bring together the best of AI and human expertise so you get a more efficient, personalized, and holistic approach to retirement wellness.

AI-driven retirement planning analyzes your spending habits, lifestyle goals, and market conditions to provide personalized, real-time recommendations. Unlike traditional financial planning, which often relies on periodic reviews, AI adapts continuously to help you stay on track. 🔹 Smarter Personalization: AI tailors your plan based on your real-life financial behavior and goals. 🔹 Faster Adjustments: AI can quickly identify risks, optimize investments, and update strategies without human delays. 🔹 Cost-Effective: AI automation reduces reliance on manual financial planning, saving both time and money. At My Plan Keeper, we combine AI-driven insights with human expertise to provide a smart, well-balanced retirement plan that adapts as your life evolves. Visit our CEO Newsletter and read this article: https://www.linkedin.com/pulse/beekeepers-lesson-how-ai-fueling-rise-personal-garcia-crpc-cprc-3a08e

AI transforms retirement planning by optimizing the entire process for both advisors and individuals, making it: ✔ More Efficient – AI automates financial tracking, compliance checks, and risk analysis, freeing advisors to focus on client relationships. ✔ More Personalized – AI adapts in real-time based on spending habits, life transitions, and market trends. ✔ More Compliant – AI ensures advisors meet SEC and fiduciary guidelines while reducing errors. ✔ More Valuable to Clients – AI helps retirees manage their well-being, organize their life portfolio, and reduce financial stress. At My Plan Keeper, we use AI to help advisors work smarter and retirees plan better—ensuring a stress-free, well-balanced future.

Most retirement tools focus only on numbers. My Plan Keeper is different—it combines AI-powered intelligence with a human-centered experience to give you: ✔ A Judgment-Free Zone: Grace™ listens, learns, and guides you—no pressure, no jargon, just real conversations. ✔ Instant, Personalized Insights: AI analyzes your responses in real-time to generate a retirement wellness plan unique to you. ✔ Cognitive Support & Guidance: By using conversational AI, our technology helps you think through life decisions more effectively—just like talking to a seasoned advisor. ✔ Seamless Experience: Prefer to text? You can even interact with Grace™ via chat, making retirement planning fit your lifestyle. At My Plan Keeper, we don’t just plan for your future—we help you build it with clarity, confidence, and purpose.

Grace™ uses advanced AI to detect and respond to emotions, making conversations feel human, supportive, and personalized. Whether you feel excited, overwhelmed, or uncertain, Grace™ adapts to guide you through your retirement journey. 💡 This ensures a stress-free, reassuring retirement planning experience.

Retirement is about more than finances. Grace™ helps you: ✔ Explore new hobbies and meaningful activities ✔ Improve emotional well-being and stress management ✔ Strengthen relationships and social connections 💡 A fulfilling retirement isn’t just planned—it’s designed for joy.

Retirement wellness is a holistic approach to planning that goes beyond just finances. It includes financial security, emotional well-being, social connections, daily purpose, and physical health. While traditional retirement planning focuses on savings and investments, true retirement wellness ensures you thrive in your later years, not just survive. At My Plan Keeper, we use AI-powered insights to help you plan for all aspects of life after work—ensuring your retirement is financially stable, emotionally fulfilling, and aligned with your values.

Advisors who integrate My Plan Keeper gain a competitive edge by offering holistic, AI-powered retirement planning that goes beyond investments. 🔹 Enhance Client Engagement → Grace™ helps clients explore their retirement goals, making meetings more meaningful and productive. 🔹 Data-Driven Insights → The Retirement Wellness Assessment™ provides deep behavioral insights to help advisors tailor financial strategies more effectively. 🔹 Increase Compliance & Efficiency → AI helps streamline documentation, compliance tracking, and planning processes while reducing manual effort. 🔹 Strengthen Client Relationships → By addressing emotional and lifestyle factors, advisors position themselves as true partners in their clients’ future. 💡 Advisors who use My Plan Keeper stand out—not just as financial experts, but as trusted guides for a fulfilling retirement.

Planning for retirement is about more than just money—it’s about your well-being, purpose, and peace of mind. The Retirement Wellness Assessment™ is an AI-guided tool designed to help you evaluate what truly matters. 🔹 Conversational AI Experience: Meet Grace™—our AI-powered retirement coach. She speaks, listens, and types, making the process effortless and intuitive. It’s like talking to a trusted friend who understands your goals. 🔹 Holistic Insights in 5 Key Areas: Your responses are analyzed across: ✔ Purpose & Legacy – Defining what gives your life meaning. ✔ Financial Wellness – Managing money with confidence and strictly for retirement years. ✔ Health & Well-Being – Ensuring a fulfilling, active lifestyle. ✔ Relationships & Identity – Strengthening personal connections. ✔ Exploration & Leisure – Designing a life you love. 🔹 Your Personalized Retirement Wellness Plan™: After completing the assessment, you’ll receive a custom roadmap tailored to your strengths and areas for growth—so you can retire on your own terms.