When clients first complete Knomee, it captures a snapshot of how they’re thinking and feeling at that moment in time.

But perspectives shift.

Sentiment, confidence, priorities, and goals can change due to:

Even if nothing significant has changed, confirming that stability is just as valuable.

Revisiting Knomee allows for self-to-self comparison over time. Even when goals remain stable, how a client feels about their finances can shift. Capturing that sentiment provides important context for how they will engage in the conversation.

Annual reviews are an ideal opportunity to revisit Knomee.

You might also consider refreshing Knomee when:

Because Knomee is intentionally lightweight, many advisors simply invite clients to revisit the full experience, and then see what has (or hasn’t) changed.

Before the review meeting, invite the client to:

Encourage them to revisit all Adventures since it’s been a year. Many times, clients will respond differently and seeing what has shifted (or stayed consistent) is valuable for both of you.

Position this as:

“A chance to reflect on what’s changed — and what hasn’t — before we meet.”

If they’ve experienced or anticipate a Life Event, encourage them to add it.

If they have questions or uncertainty, ask them to add those in My Questions so you can address them directly.

This ensures your meeting reflects their current mindset, not last year’s.

When the client completes their refresh, review their Financial ID and consider:

Even small shifts can signal meaningful changes in mindset.

Sometimes the most important insight is not what changed in the plan — but how the client feels about it.

During the meeting, consider opening with:

“You revisited Knomee ahead of today — what stood out to you?”
“I also noticed how you’re feeling about your financial well-being right now — can you tell me more about that?”

Then explore:

You might also ask:

Let Knomee guide the conversation — but allow the client to lead the depth.

Not every refresh needs to be a full annual review.

For shorter check-ins — such as mid-year meetings or after a Life Event — you might take a more focused approach.

If there has been significant change (life, markets, career), invite them to revisit all Adventures.

If the check-in is more situational, you might suggest:

You can frame this as:

“Before we meet, I’d love for you to log in and update anything that feels different — especially goals, life changes, or questions you want to make sure we address.”

The financial well-being question is designed to capture a quick emotional temperature check. Over time, repeated responses can help you:

Even a single data point can shape how you open a meeting.

This keeps Knomee flexible while still maintaining continuity. For shorter check-ins, the sentiment update alone can provide meaningful context.

That’s valuable too.

Stability signals confidence, alignment, and consistency in values and goals.

Unchanged responses deepen trust when acknowledged.

You can affirm this by saying:

“It’s helpful to see that your priorities remain steady — that tells us we’re aligned.”

Also keep in mind: even if goals remain stable, a shift in financial well-being sentiment can signal anxiety, optimism, or fatigue — all of which are important to address.

There isn’t a one-size-fits-all cadence. The right timing depends on your process and your clients.

Many advisors find it helpful to:

Because the experience is short and reflective, refreshing periodically provides meaningful insight without burden.

Knomee is most powerful when used as a living reflection tool — not a one-time exercise.

Used over time, it allows you to:

An annual review is not just about performance, it’s about perspective. Revisiting Knomee ensures your client’s plan reflects both.