I, Frank Greco, was inspired to create MyFamilyPlan in 2023. I am a happily married professional with one child who embarked on a career in 1988 as a corporate technology executive. My corporate professional journey has been focused on enterprise technologies that innovate Human Resources, Finance, Professional Services, and Client Relationship Management. I had the privilege of working at some of the most innovative companies in the world – Reader’s Digest, Ciba-Geigy, Northwell Health, PeopleSoft, Oracle, Willis Towers Watson, Adobe, and KPMG.

Leading up to 2020, my wife and I had very successful corporate careers, and we did a good job growing and managing our wealth. This success prompted us to begin discussions around retirement, and I was charged with determining the When and How relative to our retirement strategy. We had a comprehensive estate plan in place and I personally managed our investments and retirement goals efficiently through various online tools, Excel worksheets, and reports from my investment advisor. While handling everything alone was manageable, I recognized the need to organize and standardize our family's financial affairs for the future. I sought a unified application like MyFamilyPlan to organize our estate and finances, but found most options either limited or overly complex, lacking personalized elements crucial for families.