
My Plan Keeper Inc. is a retirement wellness platform that goes beyond traditional financial planning by helping individuals prepare mentally, emotionally, and logistically for life after work. Their flagship product, Grace™, is an AI-driven retirement wellness coach that provides personalized guidance 24/7, focusing on well-being, purpose, health, and social connections. The platform targets retirees and those approaching retirement, addressing the emotional and lifestyle shifts that accompany this life stage. My Plan Keeper partners with financial, wellness, and retirement service providers to extend its reach and enhance retirement support. The company emphasizes inclusivity, offering bilingual experiences and aiming to fill gaps left by conventional retirement tools. Founded by Carla Garcia, the company combines advanced AI with human-centered insights to support users in navigating retirement with confidence and clarity.

My Plan Keeper Inc. is a retirement wellness platform that goes beyond traditional financial planning by helping individuals prepare mentally, emotionally, and logistically for life after work. Their flagship product, Grace™, is an AI-driven retirement wellness coach that provides personalized guidance 24/7, focusing on well-being, purpose, health, and social connections. The platform targets retirees and those approaching retirement, addressing the emotional and lifestyle shifts that accompany this life stage. My Plan Keeper partners with financial, wellness, and retirement service providers to extend its reach and enhance retirement support. The company emphasizes inclusivity, offering bilingual experiences and aiming to fill gaps left by conventional retirement tools. Founded by Carla Garcia, the company combines advanced AI with human-centered insights to support users in navigating retirement with confidence and clarity.
Stage: Pre-Seed
Product: Grace™ — AI-driven retirement wellness coach
Founder: Carla Garcia
Headquarters: Plantation, Florida, United States
Recent funding: Pre-seed rounds in 2024 (small amounts)
Retirement wellness, mental and emotional preparation for retirement
2022
Community and Lifestyle
$25,000
$25,000
Crunchbase lists a pre-seed round closed on this date