Knomee is a client discovery platform that helps advisors understand the human side of money — so conversations go deeper, trust builds faster, and planning becomes more meaningful.
Traditional planning tools are great at answering what a client has and how a plan might work. Knomee focuses on the questions that are harder to capture:
What truly matters to this client?
How do their past experiences shape their decisions today?
What motivates them — and what holds them back?
How confident do they feel about their financial future?
By combining behavioral finance, guided reflection, and emotional context, Knomee helps surface insights that usually take years of conversation to uncover.
The Big Idea Behind Knomee
Decades of research show that financial decisions aren’t just logical — they’re emotional, relational, and deeply human.
Psychological health, relational health, and financial health are closely connected. When people feel understood, aligned, and confident, they make better and longer-lasting decisions.
Knomee turns this research into a simple, structured experience that helps clients:
Reflect on what matters most to them
Articulate goals and values in their own words
Think about their future with clarity and intention
And it helps advisors:
Prepare for more meaningful conversations
Understand clients beyond surface-level goals
Guide decisions with greater empathy and precision
What Knomee Looks Like for Clients
Clients experience Knomee as a series of short, guided “adventures” that prompt reflection around topics like:
Joy and fulfillment
Confidence and concerns
Future aspirations
Goals and readiness for change
Some questions may feel deeper than what clients are used to — and that’s intentional. Many advisors have found that giving clients space to reflect on their own, without being put on the spot in a meeting, leads to more thoughtful and honest responses.
There are no right or wrong answers, and clients aren’t being judged or tested. Knomee simply helps them pause, reflect, and put words to things they often haven’t articulated before.
What Knomee Is (and Is Not)
Knomee is:
A way to accelerate understanding and discovery
A tool to surface emotional and behavioral context
A starting point for deeper, more productive conversations
Knomee is not:
A replacement for you as an advisor
A substitute for real conversations
A planning or portfolio management system
Several advisors initially worried that Knomee might feel “too squishy” or that technology shouldn’t be used for emotional topics. After seeing client responses, many changed their perspective — not because Knomee replaced conversations, but because it made those conversations easier and more meaningful.
As one advisor put it:
“There’s value in letting clients sit with these questions — without me sitting there asking them.”
How Knomee Complements Your Planning Tools
Knomee fits before, alongside, and in support of your existing process.
You might use Knomee to:
Prepare for a first or early meeting
Prime clients before an annual review
Support households or couples
Re-engage clients during life transitions
The insights from Knomee help you:
Focus meetings on what truly matters
Prioritize goals more effectively
Connect recommendations to values, family, and life experiences
Reinforce confidence and trust over time
Knomee doesn’t replace planning tools — it enhances them by adding the context those tools can’t capture on their own.
Why Advisors Find Knomee Valuable
Advisors who’ve used Knomee have shared that it:
Surfaces priorities they didn’t know about (even with long-time clients)
Helps clients feel seen and understood
Creates permission to go deeper
Makes conversations more efficient and focused
Strengthens trust and engagement
Importantly, Knomee gives you control. You decide how to use the insights, which conversations to lean into, and how to integrate them into your process.
In Simple Terms
Knomee helps clients think more clearly about what matters — and helps you advise more thoughtfully because of it.
It doesn’t replace relationships.
It strengthens them.