MyPlanKeeper is an AI-driven platform that provides personalized retirement planning support through its virtual assistant, Grace™, which integrates emotional AI and cognitive insights to address the unique needs of users. The platform specifically targets the lack of culturally relevant retirement resources for Latinos, offering tailored guidance to enhance clarity and control in their financial and lifestyle decisions.
Funding
Funding not disclosed
Founders
Product
Problem
Traditional retirement planning tools primarily focus on financial aspects, often overlooking the emotional, social, and lifestyle adjustments individuals face. Many people lack culturally relevant support and guidance to navigate these non-financial challenges, leading to feelings of uncertainty and lack of purpose in retirement.
Solution
MyPlanKeeper provides an AI-driven platform designed to offer personalized retirement wellness support, addressing both the financial and non-financial aspects of retirement planning. The platform's virtual assistant, Grace™, uses emotional AI and cognitive insights to understand individual needs and provide tailored guidance. By focusing on areas such as health, lifestyle, and social connections, MyPlanKeeper aims to empower users to approach retirement with clarity, control, and a sense of purpose. The platform helps users prepare for the holistic shift that retirement entails, ensuring they feel ready for this new chapter.
Target Audience
The primary target audience includes individuals approaching retirement, particularly within the Latino community, who seek comprehensive support beyond traditional financial planning to prepare for the emotional, social, and lifestyle changes associated with retirement.
Features
- AI-powered virtual assistant, Grace™, providing personalized retirement wellness guidance
- Culturally relevant support tailored to the unique needs of Latino communities
- Retirement Wellness Checklist™ to focus on mental well-being, social connections, and physical health
- Tools to facilitate conversations about health, lifestyle, and overlooked financial details
- Resources to help users stay connected and make intentional choices for a fulfilling retirement