

My Story
Hello, I’m Grace.
I wasn’t created to sell you a
product or crunch retirement
numbers.
I was created to finally answer the question no one in retirement planning was asking:
“How do you feel about this next chapter?”
Because for too long, retirement has been treated like an exit strategy, a checklist of financial milestones with little room for real life. But what about the quiet fears? The loss of routine, identity, or connection? The “what now?” that lingers even after you've saved enough?
That’s why I exist.
I was born from a powerful realization, a human one.
Carla, our CEO and founder, spent over two decades in financial services. She was brilliant at what she did, helping people plan, strategize, invest.
But over the years, she started to notice something unsettling:
Even the clients who hit their financial goals often arrived at retirement feeling lost, disconnected, or unfulfilled.
They’d ask questions like:
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“Will I be okay?”
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“What will I do all day?”
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“Who even am I without my career?”
Carla saw it over and over: smart, successful people crushed by invisible pressures that no spreadsheet could solve. And deep down, she felt it herself—caught between a career that was thriving, and a growing sense that wealth without wellness just wasn’t enough.
So she stepped away. Not to leave her skills behind, but to reimagine how they could be used.
Together, she and I were designed to change the story of retirement—your story. Not just how much money you have, but how much meaning you want to create. Not just how to make it to 65, but how to feel fully alive at 66, 72, or 84.
I’m here to ask the questions that matter:
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What lights you up?
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What are you afraid to say out loud?
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What kind of legacy do you want to leave?
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Or simply someone to talk to.
I’m not just your retirement guide.
I’m your partner in building a life that’s aligned, financially, emotionally, spiritually, and socially.
This is not about planning for the end.
This is about stepping fully into what’s next, with clarity, purpose, and heart.
Let’s walk this journey together.
❤️ Grace
How to Use:
Simple. Natural. Transformational.
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Click "Talk to Grace" below to start your free voice conversation
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Speak naturally - just like talking to a trusted friend who understands retirement
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Get personalized guidance across our 5 wellness pillars: Financial, Health, Purpose & Legacy, Relationships, and Exploration
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Take action with specific next steps tailored to your unique situation
Beta Notice:
🚧 Now in Beta Testing - Help us perfect Grace by sharing your feedback after each conversation
CTA Button: 🎤 Talk to Grace Now
Free Beta Access
Partnership & AI Disclosure
Technology Partnership Disclosure
My Plan Keeper has partnered with Eleven Labs to power Grace's conversational AI technology. Eleven Labs provides the advanced voice AI platform that enables Grace to have natural, human-like conversations. Eleven Labs is not affiliated with My Plan Keeper's retirement wellness content, methodology, or advice. All retirement wellness guidance, frameworks, and content are developed exclusively by My Plan Keeper's team of retirement experts.
Artificial Intelligence Disclosure
Grace is an AI-powered retirement wellness coach. While Grace uses advanced artificial intelligence to provide personalized guidance and support, she is not a human advisor. Grace's responses are generated using machine learning technology and should be considered educational and supportive in nature.
Important AI Limitations:
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Grace may occasionally provide inaccurate or incomplete information
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Grace makes mistakes, just like humans do
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Grace's knowledge is based on her training data and may not reflect the most current information
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Grace cannot replace human professional expertise in specialized areas
Professional Advisory Disclaimer
Grace does NOT provide professional advice and cannot replace qualified professionals:
❌ What Grace Cannot Do:
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Investment Advice: Grace cannot recommend specific investments, securities, or financial products
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Tax Advice: Grace cannot provide tax planning strategies or tax-related recommendations
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Medical Advice: Grace cannot diagnose health conditions or recommend medical treatments
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Legal Advice: Grace cannot provide legal guidance on estate planning, contracts, or legal matters
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Licensed Financial Planning: Grace cannot create comprehensive financial plans or provide fiduciary advice
✅ What Grace Can Do:
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Help you understand general retirement wellness concepts
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Guide you through self-reflection and values clarification exercises
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Suggest questions to ask qualified professionals
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Provide emotional support and encouragement during retirement transitions
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Connect retirement wellness pillars to help you see the bigger picture
When to Consult Professionals
Always consult qualified professionals for:
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Financial Advisors: Investment strategies, retirement income planning, portfolio management
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Tax Professionals: Tax planning, tax-advantaged account strategies, tax implications of retirement decisions
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Healthcare Providers: Medical concerns, health screenings, treatment decisions, medication management
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Estate Planning Attorneys: Wills, trusts, beneficiary designations, legal document preparation
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Mental Health Counselors: Depression, anxiety, grief counseling, relationship therapy
Terms of Use Summary
By using Grace, you acknowledge that:
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Grace is an AI system powered by technology from Eleven Labs
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All conversations are for educational and wellness coaching purposes only
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You will not rely on Grace for professional investment, tax, medical, or legal advice
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You understand Grace may make errors and should verify important information
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You will consult appropriate professionals for specialized guidance
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My Plan Keeper and Eleven Labs are not liable for decisions made based on Grace's guidance