What Are Life Events?
Life Events in Knomee allow clients to capture important moments or changes in their lives—as they happen—so advisors can better understand how those moments connect to a client’s broader financial picture.
A Life Event might be personal, professional, or financial. What matters most is that it reflects a change, milestone, or decision that could influence how a client thinks, feels, or plans for the future.
Life Events add timely, real-world context alongside a client’s Financial ID, helping ensure conversations and planning reflect what’s happening in their life right now.
Why Life Events Matter for Advisors
Life events are often the moments that can spark a shift in a client's priorities or perspective—even if the numbers haven’t changed yet.
A new job, a major purchase, a family change, or a personal transition can reshape:
Risk tolerance
Motivation and readiness
Short- and long-term goals
Emotional responses to financial decisions
How clients envision their future
By seeing Life Events as they occur—alongside insights into how a client’s perspective may be changing—advisors gain earlier awareness and deeper context. This helps surface what’s driving sentiments and decisions beneath the surface, often before it comes up in conversation.
Rather than asking, “Has anything changed?”, you can start with meaningful context already in hand.
Types of Life Events
Life Events are organized into two levels for clarity and consistency: Categories and Types. Clients can personalize and add their own event type that isn't listed below.
Purchase
Vehicle purchase
Property purchase
Professional
Education
Career change
Relocation
New business
Sale of business
Retirement
Personal
New marriage
New baby
Separation
Divorce
Death of parent
Widowhood
Inheritance
Health issue(s)
Debt repayment
Vacation
Clients select a life event type and can add a short description in their own words, providing personal context around what’s happening and why it matters to them.
How Clients Access Life Events
Clients can add Life Events directly within Knomee at moments designed to encourage reflection. This allows clients to capture changes when they happen, rather than waiting for the next meeting.
Life Events are accessible from:
Reflective moments within the client experience (such as daily mindset prompts)
A client’s Financial ID, where Life Events live alongside goals, outlook, and future vision
Advisors can view Life Events within a client’s Financial ID.
Why This Feature Is Powerful
Life Events help bridge the gap between planning and real life.
They:
Capture change when it happens, or when it's anticipated
Provide emotional and situational context
Help advisors connect goals, outlook, and decisions to real moments
Create more timely, human conversations
Life Events add depth and continuity to the advisor-client relationship by making important moments visible and actionable in context.
What to Do Next
Encourage clients to use Life Events as changes occur
Review Life Events before meetings
Use them as natural conversation starters
Look for patterns between Life Events, goals, and confidence
This feature works best when it’s woven into your ongoing client relationship—not treated as a one-time activity.