USE CASE · HOUSEHOLD RELATIONSHIPS

You Know the Account. Do You Know the Family Behind It?

Most relationships start with one person.

You know the primary client, their accounts, and the plan you built together.

But do you know what matters to their partner, their children, and the people who will inherit what they’ve built?

Knomee helps advisors understand every member of the household, see where they agree and where they don’t, and stay close through every life change, so relationships deepen and carry across generations.

Know the family. Keep the relationship.

Let’s Talk!
Knomee household view showing both partners' Top Actions and relationship score, their core values and biggest concerns side by side, and where their financial confidence differs

Lasting relationships are built with the whole household.

Financial decisions are rarely made alone. Partners weigh in, priorities compete, and the next generation is often a stranger to the advisor.

Knomee invites each member of the household into their own discovery experience, then brings their values, goals, and concerns together, so you can guide the family, not just the account holder.

Two partners' phones showing their own Knomee Financial IDs, leading to the family's Top Action and where their financial confidence differs

🏡 See every member of the household.

Understand each person’s values, goals, and concerns, not just the primary client’s.

🤝 Find common ground.

See where partners agree and where they differ, and how to handle sensitive topics with care.

🌱 Stay close across generations.

Keep up with life changes and build relationships with the next generation before wealth moves.

Let’s Talk!

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