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Privacy Policy for My Plan Keeper Inc.

Effective March 12, 2024

My Plan Keeper Inc. respects your privacy and is dedicated to protecting your personal data. This policy outlines how we handle personal data through your use of our website and our application MyPlanKeeper.Ai™ and Grace (collectively, the "Services").




At My Plan Keeper Inc. your privacy is our top priority, and we take rigorous measures to protect your personal information. We collect a limited amount of personal information from our clients to provide the best possible service while maintaining the highest standards of privacy and security. The types of personal information we collect include:


Personal Data We Collect and Use

We collect personal information necessary to provide our Services effectively, including:

  • Identity Data: Such as your name and username.

  • Contact Data: Including email address, phone number, and mailing address.

  • Financial Data: Relevant to the services we provide.

  • Interaction Data: Details of your interactions with our platform.


We use this data to process transactions, improve our Services, respond to your inquiries, and for other legitimate business purposes.



We take your privacy seriously. This ad is compliant with the General Data Protection Regulation (GDPR). By clicking on the ad and providing your information, you consent to us collecting and processing your data in accordance with our privacy policy. We will only use your information to fulfill your request and provide you with relevant updates. Your data will be securely stored and will not be shared with any third parties without your explicit consent. If you have any concerns about your data privacy or wish to exercise your rights under GDPR, please contact us. Your trust and privacy are of utmost importance to us.



By using this SITE, you give your express consent to My Plan Keeper Inc. privacy notice.


You have the right to withdraw consent to marketing at any time by emailing us at info




Our lawful ground of processing your personal data to send you marketing communications is either your consent or our legitimate interests My Plan Keeper Inc.


Under the Privacy and Electronic Communications Regulations, we may send you marketing communications from us if (i) you made a purchase or asked for information from us about our goods or services or (ii) you agreed to receive marketing communications and in each case you have not opted out of receiving such communications since. Under these regulations, if you are a limited company, we may send you marketing emails without your consent. However you can still opt out of receiving marketing emails from us at any time.


Before we share your personal data with any third party for their own marketing purposes we will get your express consent. You can ask us to stop sending you marketing messages at any time by following the opt-out links on any marketing message sent to you or by emailing us at info at any time.


If you opt out of receiving marketing communications this opt-out does not apply to personal data provided as a result of other transactions, such as purchases, warranty registrations etc.


Security Measures

We implement robust security measures, including SSL encryption, to protect your data. While we strive for the highest security standards, please be vigilant in protecting your own personal information.


Cookies and Web Technologies

We use cookies to enhance your experience on our site. You can manage cookie preferences through your browser settings.

Changes to Privacy Policy

We may update this policy to reflect changes in our practices. We will notify you of significant changes through our website or via email.

Third-Party Data Processing

To offer comprehensive financial planning services, we integrate with third-party service providers, including Plaid and AI technology companies. This section explains how these services contribute to your experience and how they manage the data we share with them.


Plaid Integration

We use Plaid Technologies, Inc. ("Plaid") to gather your data from financial institutions. By using our service, you grant us and Plaid the right, power, and authority to access and transmit your personal and financial information from the relevant financial institution according to terms and privacy policies of Plaid. You can find more information about Plaid's services and privacy practices at their website.

AI-Powered Services

Our services employ artificial intelligence ("AI") technologies to enhance your experience and provide personalized financial advice. These AI services may process your data to learn and adapt to your financial needs and preferences over time. The AI technology we use is designed with your privacy in mind, ensuring that your data is used responsibly and in line with our privacy commitments to you.

Data Sharing with AI Partners

We collaborate with AI technology partners who help power certain aspects of our services. When we share your data with our AI partners, we do so securely and only to the extent necessary for providing the services you have requested. Our AI partners are bound by strict confidentiality and data protection agreements that align with this privacy policy and applicable laws.

Data Security and Privacy with AI and Third Parties

We take the security and privacy of your data very seriously, especially when integrating with third-party services like Plaid and employing AI technologies. We ensure that all third-party partners adhere to our high standards of data protection and privacy practices. However, we encourage you to review the privacy policies of any third-party services linked to our services to understand their practices.


Your Consent and Control

Using our services, including the AI-powered features and third-party integrations like Plaid, requires your consent for data sharing and processing as described in this policy. You have control over your data and can withdraw your consent at any time by contacting us. However, withdrawing consent may affect the availability and functionality of the services we provide.

Contact Information for Data Privacy Inquiries

For questions about this policy, including our use of AI technologies and third-party data processing, or to withdraw your consent, please contact us at

Contact Us

For any privacy-related inquiries, please contact us at

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