My Plan Keeper: website

myplankeeper.com

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  1. My Plan Keeper

    Company knowledgeUpdated

    My Plan Keeper: “My Plan Keeper is a retirement wellness AI platform that helps Americans navigate the financial and emotional dimensions of retirement through conversational AI.”

    • What is Grace AI?

      “Grace is a retirement intelligence engine you can talk to whenever you are trying to figure out what comes next. She helps you think through Social Security, Medicare, income, and "will this actually last?" in plain language, not jargon. Grace remembers your numbers and your story so every conversation can pick up right where you left off.”

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    • What does my first day look like?

      “On your first day, you will get a welcome email with a secure link to create your account.”

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    • Is Grace giving me financial advice?

      “Grace helps you understand your options, spot patterns, and surface gaps, but she does not give personalized investment advice or tell you what to do with your money. She may break down trade-offs, run simple comparisons, and highlight hidden risks to discuss, yet all decisions should be reviewed with a licensed financial professional before you act.”

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    • Is my information private?

      “Yes. Your conversations are private to your account. We don't sell your data. You can delete anything you've shared with Grace any time.”

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    • My Plan Keeper

      “My Plan Keeper is a retirement wellness AI platform that helps Americans navigate the financial and emotional dimensions of retirement through conversational AI.”