Company Performance Metrics
My Plan Keeper is the Conversational Intelligence Platform for Retirement. The company powers the retirement readiness conversations that 401(k) providers, financial plans, and employer benefits programs were never designed to have.
At the center is Grace AI — a conversational agent that identifies the financial and life decisions that cost people
the most in the first five years of retirement, and helps them act before mistakes happen. Grace operates across chat, voice, and WhatsApp, and is available both directly to consumers and as an embedded, white-label solution for financial services, healthcare, and HR platforms.
My Plan Keeper's Life Portfolio methodology maps retirement readiness across five pillars — Purpose & Legacy, Financial Wellness, Health & Wellbeing, Relationships & Identity, and Lifestyle Balance — giving individuals and organizations a more complete picture of retirement preparation than traditional financial-only models.
Founded in 2024 by Carla Garcia and headquartered in Plantation, Florida, My Plan Keeper serves individuals through its consumer app and enterprise partners through its embeddable Grace widget and retirement intelligence API.
