Your Financial Story
Equipping you and your advisors with the resources to master your financial plan.
Deserves to Be Understood
Grace™ your always-available AI strategist and companion, integrates with top financial and health platforms to maximize your data's potential.
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By transforming raw data and transcripts into clear, actionable insights, we ensure that your financial and health decisions reflect reality, not just perception.
Feeling overwhelmed by retirement planning?
Lost amid job transitions and advisor changes?
Latinos:
The Economic Powerhouse Driving Change
With a staggering $3.2 trillion GDP, Latinos represent the 5th largest economy in the world. Our purchasing power exceeds $3.4 trillion, and we’re outpacing income growth nationwide. But there’s a disconnect—the financial system wasn’t built for us.
The Challenge
Despite being a cornerstone of the U.S. economy, Latinos face outdated retirement tools, fragmented advice, and a lack of culturally relevant support. Many enter retirement with no clear path, no purpose.
Our Mission
MyPlanKeeper is more than retirement planning—it’s a movement towards wellness.We’re bringing AI-driven, personalized support tailored to your life and your culture. With Grace™, we provide Latinos the clarity, control, and purpose to navigate retirement fully prepared and empowered, with all the support they deserve.
Our Why
Why Anytime Conversations Matter
Meet Grace™, more than just an advanced program - she's the embodiment of our mission to deliver expert guidance directly to your fingertips.
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Whether it's for quick advice, urgent questions, or deep dives into your financial and well-being plans, being able to initiate a dialogue on your terms ensures you're always in control and moving forward with confidence.
Life is a Legacy
in the making
It’s not just about what’s ahead; it’s about living fully now, making every moment count, and shaping your future through the choices you make today. Empower your present, and in doing so, you light the path to a future filled with purpose and clarity.
Don’t wait—your time is now. Are you ready to take control?
