About
MyPlanKeeper™ offers AI-driven retirement planning and wellness solutions, focusing on personalized support through its Retirement Wellness™ Coach, Grace™. The platform addresses financial, emotional, and social aspects of retirement, providing tools like the Retirement Wellness Checklist™ and culturally relevant guidance for diverse communities, including Latinos.
It was a wake-up call to see so many retirees—whether financially prepared or not—left without continuity, purpose, or the support they needed for a fulfilling retirement.
Carla
Carla Garcia is the visionary behind MyPlanKeeper™, driven by a singular mission: to redefine retirement as a phase of fulfillment and purpose. With years of experience at top investment banks, she saw the gaps in traditional planning—where too many retirees faced financial uncertainty or the loss of meaningful support. In 2023, Carla founded MyPlanKeeper to bridge these gaps, combining advanced AI with human-centered insights to help everyone enter retirement with confidence, clarity, and continuity.
Carla Garcia, CRPC ®, CPRC
Founder, CEO
Meet The Team
Grace
AI-Driven Retirement Wellness Coach
Liz Sweigart, PhD
Organizational Psychology Strategic Advisor
William Tyson, CEP
Strategic Advisor, Enhancing AI-Driven Estate and Succession Planning
Thomas Arnold
Ethical AI and Human-Robot Interaction Advisor
Dipu Patel, DMSc, MPAS, ABAIM, PA-C
Digital Health Advisor
Tom Hine, CFP®, CFS®
Advisor Partnerships and Succession Planning Advisor
Jennifer Barreras-Rawls
Chief of Staff Advisor
Vladimir Baranov
Technology and Go-To-Market Advisor
Felicita J Sandoval, MSc., CFE
Chief Information Security and AI Advisor
Dunja Heinrich, MBA
Head of Growth and Expansion Advisor
Wylie Troy
Conversational AI Engineer & Front-End Developer