360
Annual 360 Review
A structured household preparedness review to identify information that should be updated and areas that may need professional attention.
Retain360 Membership
Ongoing support for the family plan you actually maintain.
The Vault organizes your information. The Membership helps you keep it current through education, organization, preparedness reviews and professional navigation.
$14.99 / month per household — planned founding price
24
Life-Event Reviews
Checklists and organization support when major events such as marriage, a new child, relocation, retirement or a death change the household picture.
H
Human Support
Help organizing and maintaining your Vault, identifying next steps and understanding what type of professional handles a specialized issue.
What membership is
Organization, education and preparedness.
Members receive household organization support, document-location checklists, life-event preparedness guidance, educational workshops and professional navigation.
What membership is not
A substitute for licensed advice.
Retain360 does not use the membership to provide unlicensed individualized insurance, legal, securities, investment or tax recommendations. Those matters are escalated to the appropriate licensed or authorized professional.
Founding membership
Interested in becoming an early Retain360 member?
Membership enrollment and billing are being prepared. Contact us to be notified when enrollment opens.