Question 1

Who is Grace™ and how does she support retirement planning?

Accepted Answer

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.

Question 2

How is My Plan Keeper different from financial institutions?

Accepted Answer

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.

Question 3

Can Grace™ integrate with my financial advisor?

Accepted Answer

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.

Question 4

Does Grace™ offer investment advice?

Accepted Answer

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.

Question 5

How do I get started with My Plan Keeper?

Accepted Answer

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.

Question 6

How does Grace™ interact with users like me?

Accepted Answer

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.

Question 7

Can Grace™ help if I already have a financial plan?

Accepted Answer

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

Question 8

What kind of outcomes can I expect with Grace™?

Accepted Answer

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.

Question 9

How Grace Helped James Find Purpose in Retirement

Accepted Answer

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.”

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Your Retirement, Elevated.

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Your Questions, Answered.
Your Retirement, Elevated.