Frequently Asked Questions
At MyPlanKeeper, we understand that navigating retirement planning and financial well-being can raise important questions. Our FAQ page is designed to provide clear, concise answers to help you make informed decisions. We’re committed to delivering the support and information you need, whenever you need it.
Should you require further assistance or personalized guidance, contact us at grace@myplankeeper.com
A: Hi there!
Grace™ is your dedicated retirement wellness partner. This human guided AI technology focuses on your overall well-being in retirement—covering health, happiness, and staying active.
A: MyPlanKeeper™ focuses on your emotional well-being alongside financial planning. Unlike traditional financial institutions, we prioritize a holistic approach to retirement by integrating emotion recognition and personalized support. Our AI-driven assistant, Grace™, offers empathetic conversations and guidance, ensuring your retirement planning journey is not just financially secure but also fulfilling and balanced.
A: Yes, we use Plaid to securely integrate and view your financial accounts. This allows us to provide a comprehensive overview and ensure that your financial information is up-to-date. Finally, a conversation about your accounts without getting lost in complex charts.
A: No, Grace™ is not a financial advisor. She is an AI-powered retirement wellness companion that supports your emotional well-being, lifestyle choices, and provides intelligent insights to complement your financial planning with your existing advisors.
A: Grace™ uses advanced emotion recognition technology to understand and respond to your feelings, ensuring personalized and empathetic support during your retirement journey.
A: MyPlanKeeper™ is a comprehensive retirement wellness platform that integrates emotional intelligence, personalized guidance, and continuous support to help you live your best life today while planning for tomorrow.
A: Grace™ offers smart empathetic conversations, intelligent transcripts, and holistic wellness recommendations to enhance your retirement planning experience and ensure your emotional and lifestyle needs are met.
A: Yes, Grace™ seamlessly collaborates with your financial advisors to enhance traditional planning with comprehensive emotional and lifestyle support.
A: We prioritize your privacy and security. All your information is encrypted and protected, ensuring confidentiality and safety.
A: Yes, we believe in enhancing your conversations with your advisor. Grace™ prepares a smart summary of your financial and emotional insights, which you can share with your advisor. This summary is designed to augment your discussions and provide a comprehensive view of your retirement planning.
A: Your privacy is our priority. We are fully compliant with HIPAA, GDPR, and SOC2 standards, ensuring your data is protected with the highest security measures. We respect your autonomy and are committed to safeguarding your personal information.
A: Grace™ offers tailored recommendations for health, hobbies, lifestyle activities, and emotional well-being to complement your financial planning.
A: Yes, Grace™ is available 24/7 to provide ongoing guidance and reassurance throughout your retirement journey.
A: You can schedule an appointment with Grace™ and begin your journey by having a personalized conversation. Simply visit our website, click on "Get Started," and follow the instructions to set up your first session.
A: No, Grace™ does not provide investment advice. Instead, Grace™ offers support, guidance, and companionship, focusing on your overall well-being and helping you navigate the emotional aspects of retirement planning.