My Plan Keeper My Plan Keeper

Find your access

Grace may already be available through someone you trust.

Check your employer, benefits provider, or advisor before paying on your own.

Prefer to start on your own?

$79 builds the picture with Grace for 30 days. $249 keeps her on the plan all year.

Free

You build the plan

$0

Free for life. No card required.

Start free
  • Your own retirement wellness plan to build and keep for life
  • Self-serve: build your whole-life plan across all five pillars
  • Chat with Grace, a limited number of messages a day
  • See where you stand and your clear next step
  • Your personalized learning path
  • Share your plan with your advisor or financial professional
  • One document read per month

30 days

Grace builds the picture with you

$79 for 30 days

30 days, then chat stays on

Start my picture, $79
  • Your Financial Wellness plan, written with you, with actions you can take
  • 30 days of Grace on the work: chat and calls while you finish the picture
  • After the 30 days, chat stays on for the year, a limited number of messages a day
  • Need more than that, write us and we will open more chat
  • Your plan and your story stay in your hands. Share them when you want.

All year

Calls with her, all year

$249/year

Billed yearly. Cancel anytime.

Get the full year, $249
  • Calls with Grace, all year
  • Set a task, and Grace follows through
  • Understand your benefits, and prep before a meeting
  • A note when a date on your plan is coming
  • Chat is not limited to a set number of messages a day

Grace Private

For a household that wants her full time

Tell us a little about you. We review each request and write back with whether there is a place.

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