Why we exist
At MyPlanKeeper™, we believe that retirement is not just an end—it's a beginning!
Our mission is to revolutionize the retirement experience by focusing on what truly matters: your passions, your purpose, and your well-being. We aim to make retirement planning more than just a financial exercise; we want it to be a journey towards a fulfilling and joyful life.
Redefining Retirement Through Well-being
We believe retirement is more than a financial milestone
It's a new chapter filled with opportunities for growth, fulfillment, and joy.
Mission
Emotional Wellbeing
Holistic Retirement Planning
Our CEO
Carla Garcia
Why It's Time for a New Approach
Years of experience at major investment banks revealed a troubling trend to Carla Garcia: retirees achieving financial security yet feeling unfulfilled. The constant advisor transitions disrupted relationships and added unnecessary stress, robbing individuals of continuity and peace of mind. This realization led Carla to found MyPlanKeeper.ai in 2023. The platform was created to transform retirement planning by bridging financial guidance with emotional well-being. Leveraging advanced AI and empathy, MyPlanKeeper™ helps individuals find purpose and joy in their retirement years, ensuring every user feels supported and empowered to live a fulfilling retirement.
Who we serve
We support individuals who are approaching or navigating retirement and seeking a more holistic approach to this important life phase. Whether you are still working, transitioning out of a career, or already retired, our goal is to support your journey by integrating all aspects of life—financial, emotional, and personal.
For Customers
- Empathetic Engagement: Our platform, powered by Grace™, provides 24/7 support, offering personalized emotional insights to ensure you feel understood and supported.
- Comprehensive Wellness Solutions: We address both your financial and emotional needs, ensuring a balanced and fulfilling retirement experience.
- Purpose-Driven Planning: We help you align your retirement plans with your goals and values, creating a roadmap that resonates with your life’s purpose.
For Partners, Advisors, and Communities:
- Enhanced Client Relationships: Leverage Grace’s real-time emotional insights to build deeper, more empathetic connections with your clients.
- Improved Retention and Satisfaction: By addressing both financial and emotional needs, you can foster stronger, more trusting relationships.
- Strategic Collaborations: We partner with organizations to offer our platform to select groups, ensuring a meaningful impact on the communities we serve.
Our Approach
At MyPlanKeeper™, we leverage advanced technology to provide a seamless and intuitive retirement wellness experience. Our platform, supported by our AI assistant Grace™, offers empathetic support and comprehensive insights, guiding you through every aspect of retirement planning.
By integrating cutting-edge technology with personalized care, we ensure your retirement journey is supported holistically, addressing both financial and emotional needs.
Why Technology Matters
We believe technology, when used thoughtfully, can greatly enhance our ability to support you. Grace™, our conversational AI, is not just a tool but a companion designed to offer real-time, personalized support. Discover how Grace™ is revolutionizing retirement planning
Join Us
We invite you to join us on this journey. Whether you are planning your retirement, advising others, or looking to partner with us, MyPlanKeeper™ is here to support and guide you every step of the way.
Together, we can redefine what it means to retire, ensuring it’s a chapter filled with growth, fulfillment, and joy.
Our Team
DIPU PATEL, DMSc, MPAS, ABAIM, PA-C Digital Health and AI Thought Leader / Healthcare..
WILLIAM TYSON, CEP Strategic Advisor, Enhancing AI-Driven Estate and Succession Planning
