My Plan Keeper is the automated discovery and readiness infrastructure for retirement.

When someone moves from saving to spending, the institution holding their account faces two problems at once. It costs real staff hours to intake and understand one person's situation, the variable income, the healthcare gaps, the pension choices. And that person is at the highest risk of moving their money out the door, because the people these institutions serve hold far more of their assets elsewhere, and the transition is when they decide where all of it goes.

Grace sits in that conversation. She is our conversational AI engine, running the deep profile intake and gap-detection that institutions need but were never staffed to scale. She turns a person's messy financial reality into structured, audit-ready intelligence, cutting the cost of intake and flagging the accounts most likely to leave, from the decade before retirement through every year after.

Twenty years on the frontline of financial services taught me what to listen for. Grace is how I put it inside the institutions people already trust.
Partnerships: partnerships@myplankeeper.comr.

My Plan Keeper

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My Plan Keeper

Org chart

Teams

Offices

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