When I set out to create MyPlanKeeper™, one thing was clear: the way we approach retirement needed a transformation. For too long, retirement planning has focused almost entirely on finances—saving, investing, and ensuring there’s enough for the future. While these are essential, they’re only part of the equation. The truth is, many retirees face challenges that money alone can’t solve.
Retirement is more than a financial milestone. It’s about finding purpose and joy when the structure of work is no longer there. It’s about navigating emotional, social, and daily changes that catch many retirees off guard. And unfortunately, the current system often overlooks these aspects. That’s why I built MyPlanKeeper™—to go beyond the numbers and redefine what it means to retire well.
The Hidden Costs of Retirement Anxiety
For many retirees, the financial stress doesn’t end once savings are secured. Studies show that retirement anxiety often stems from non-financial challenges such as:
Loss of Purpose: After years of working, the sudden lack of structure can feel disorienting.
Shifting Social Dynamics: Friendships and routines built around work may change or fade.
Uncertainty About the Future: Without clear goals, retirees can feel lost or unfulfilled.
On top of these emotional challenges, there’s often a disruption in the professional support network. Financial advisors or wealth managers may change firms or retire themselves, leaving retirees without the continuity they depend on. These gaps create anxiety when retirees should be feeling empowered and excited about this new phase.
How MyPlanKeeper™ Solves Retirement Anxiety
At MyPlanKeeper™, we address retirement holistically, bridging the gap between financial planning and life fulfillment. Our approach is guided by one question:
What does thriving in retirement look like for you?
Here’s how we make it happen:
Holistic Planning: Finances are just one part of the equation. We help retirees envision and create a meaningful day-to-day life.
Flexibility for Change: Life is unpredictable, and so are retirements. We empower clients to adjust their plans as their interests, health, or goals evolve.
Continuous Support with Grace: Our patent pending AI assistant, Grace™, is available 24/7/365 to provide guidance and reassurance. Grace™ is more than a tool; she’s a partner who can:
Help manage financial and lifestyle decisions.
Support retirees through emotional transitions.
Offer personalized solutions to align with changing goals.
Why It Matters: Empowering Retirees to Thrive
The world is changing, and so is the experience of retirement. While other industries have embraced technology to enhance customer experiences, retirement planning has lagged behind—focusing too narrowly on the financial side.
At MyPlanKeeper™, we’re changing that. Our mission is to provide retirees with the confidence and tools to take control of their lives—not just their savings. Whether it’s managing retirement anxiety, finding a new passion, or adjusting to unexpected challenges, we’re here to help retirees thrive, not just survive.
The Future of Retirement Planning
Retirement isn’t about hitting a specific age or savings target anymore—it’s about living a life of freedom, purpose, and fulfillment. With Grace™ and a commitment to holistic planning, we’re pioneering a new era in retirement.
Imagine having a clear vision of your day-to-day life in retirement.
Imagine having the flexibility to pivot your plans when life changes.
Imagine having continuous support to guide you through every step.
That’s what MyPlanKeeper™ offers—a future where retirement is personal, not just financial.
Join the Movement
Retirement doesn’t have to be a source of anxiety. It can be an exciting, fulfilling chapter in your life. If you’re ready to rethink retirement and take control of your future, MyPlanKeeper™ is here to help.
Let’s redefine what retirement can be—together.