Grace™ uses natural, friendly conversations to ask meaningful questions about your lifestyle, purpose, and goals. She then helps you build personalized wellness routines and life maps—without judgment or pressure.

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.

James, 67, had all the boxes checked for a “successful” retirement—he was financially secure, healthy, and finally free from work stress. But a few years into retirement, that freedom started to feel more like floating. Projects went unfinished, travel lost its spark, and scrolling through headlines became his new routine. He didn’t realize it at the time, but James wasn’t lacking money—he was lacking meaning. That’s when he discovered Grace, the AI-powered retirement companion within My Plan Keeper™. At first, James was skeptical. An AI assistant? For purpose? But Grace didn’t start with a lecture—she started with questions. Thoughtful, conversational ones like: “What gives your days meaning now?” “Which relationships do you wish you were more connected to?” “When was the last time you felt truly fulfilled?” Those questions sparked something. Within a few weeks, Grace helped James: ✅ Build a weekly structure based on wellness, purpose, and micro-goals ✅ Reconnect with a former colleague through a “legacy interview” idea she suggested ✅ Start mentoring younger professionals remotely, using skills he’d forgotten he missed ✅ Create a purpose map with areas to explore: identity, health, community, and hobbies Now, James wakes up with more clarity. His calendar isn’t packed, but it’s intentional. He calls Grace his “retirement co-pilot”—a source of ideas, rhythm, and quiet accountability. 💬 “I didn’t expect a digital assistant to help me feel more like myself again. But Grace doesn’t just talk. She listens, guides, and helps you bring your future into focus—without overwhelming you.”

It’s simple: ✔Visit our website and click “Get Started.” ✔ Sign up for the waitlist https://www.myplankeeper.com/grace ✔ 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 For those 50 and older—through the emotional and practical aspects of retirement planning Grace will not be your typical chatbot. Grace™ is: 💬 Conversational – She talks with you, not at you. You can ask her questions, share how you're feeling, or explore retirement decisions in a natural, human-like conversation. 🧠 Insightful – She uses behavioral insights, emotional recognition, and your unique inputs to help you understand what matters most—not just financially, but personally. ❤️ Emotionally intelligent – Grace™ can recognize when you're feeling anxious, overwhelmed, curious, or joyful, and adjusts her guidance accordingly. She’s there to reassure, nudge, or even celebrate with you. 🗂️ Organized – She helps you gather your information in one place—finances, goals, documents, routines, values—and makes it easier to see how it all connects. ✨ Personalized – Based on your Life Portfolio (a snapshot of how you're spending your time and energy across five key life areas), she suggests small, meaningful actions that align with your priorities. 🔄 Continuity-focused – If you’re working with an advisor or might change advisors, Grace™ helps maintain consistency and clarity throughout that transition. In short, Grace™ is your guide to a more human, confident, and fulfilling approach to retirement—one that goes beyond the numbers.

Absolutely. Grace focuses on the non-financial parts of retirement: purpose, identity, relationships, health, and time management. She complements, not replaces, your financial plan.

Users like James often feel more structure, connection, and meaning in retirement. Whether it’s reconnecting with people, discovering new passions, or simply building a healthier routine—Grace helps you move forward with clarity.

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 enhances coaching by offering daily guidance, reminders, and personalized suggestions. It keeps you engaged between sessions, tracks your progress, and supports you with conversational tools like Grace—your digital wellness co-pilot.

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.

Never! Whether you're one year or ten years into retirement, it's always the right time to realign your life with what matters most. A coach and AI can help you reignite your energy, relationships, and personal goals—at any stage.

Expect clarity, consistency, and encouragement. AI tools like Grace help you build purposeful routines, explore identity shifts, and stay aligned with your values—making retirement more meaningful and less uncertain.

A retirement coach helps you navigate the emotional, social, and lifestyle changes that come after leaving work. They guide you in setting goals, building routines, and staying connected—so you don’t just retire, you thrive. We always recommend you work with a Human coach and with a AI Coach to supplement and maximize time and results.

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.

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.