With a Knomee Financial Identity, you know exactly what to do with your money and what it means to make money work for you. After all, money is your tool, not your goal. The Knomee Financial Identity is a personal framework to guide financial decisions that support your values and goals for the future. You may, if you choose, share all or part of your Knomee Financial Identity with family or advisors because they play a collaborative role in your financial life. Knomee helps you build deeper connections and a clearer path to the future you desire by knowing exactly what that means to you and holding your money accountable.

Knomee is the precursor to all other financial products. Because it’s the single source of truth, created, owned, and managed by you! It’s the only way to help you see what to do with your money to life a wealthy life.

Once you know your Knomee Financial Identity, you’ll clearly articulate your values and goals, understand your money history and beliefs, and recognize where you are on the journey to your goals. These insights will leave you feeling more confident, help you find resources & providers to help, and ensure that you align money decisions with what matters most to you.

Sharing your Knomee Financial Identity helps you build deeper connections. We know that people don’t talk enough about money.

Have meaningful conversations with loved ones and advisors to help you feel heard and understood, so that you make financial decisions in line with what matters most.

We are a stepping stone to fostering better relationships with wealth managers, financial advisors, and planners. While many do a great job of learning about you, few deeply understand your values or know in detail what you envision for your future.

When you consent to sharing your Knomee Financial Identity, you help your wealth manager offer more personalized products and services based on your goals and evolving life events.

Financial services providers are always trying to learn about prospects and sometimes scrape data off the web or buy data to help them promote relevant products to you. That data is often inaccurate or out of date. You’re constantly evolving.

Knomee helps your team of professionals help you when you need it. Your wealth management relationship is precious, get more value out of it by sharing you Knomee Financial Identity.

PFM tools offer a great dashboard to help you understand how you have spent or invested your money, and some even help with budgeting! They don’t dive into what you want to achieve in the future, your money beliefs, attitudes, or values. Knomee offers a comprehensive Financial Identity to help you achieve the future you desire.

Knomee is the first step toward a financial plan. The first step toward building a wealthy life. Your Knomee Financial Identity is what you need before you create a financial plan, whether you’re doing it yourself, using a digital tool, or working with a human planner or advisor.

Although Knomee doesn’t manage financial assets, Knomee’s Financial Identity can help you find an advisor that’s right for you - human or digital. It also helps you direct a digital or human advisor so that your money is working for you, keeping up to date with the changes in your life, and finding your own definition of wealthy.

Knomee is built with the latest data privacy and security protocols to make sure that your information is always safe. No one may see your Knomee Financial Identify profile without your explicit permission. Read more in our Privacy Policy here.

We help you with the five C’s.

• We help you find clarity through interactive activities and games to better understand your Financial Identity and what it means to you.

• We help you build confidence in your financial decisions by helping you articulate your needs and priorities.

• We connect you with a supportive community to help you on your journey.

• We empower you with tools to improve how you communicate about your needs and finances with others.

• We give you full control over your Financial Identity and how it’s used to deliver value to you.

Knomee doesn’t cost you (the one who creates a Knomee Financial Identity using the Knomee application) anything.

Companies spend hundreds of billions of dollars scraping your information and guessing your values, goals, and life events. Knomee aligns your incentives with those of professionals you trust and want to work with. As you share information, they subscribe to your profile to learn more about you, all with your explicit permission. Rather than scraping your information off the web, or paying extravagant costs to market to you using tools that rhyme with shmoogle or shmeta, you grant them direct access to what they need to know in order to personalize their services for you so you both win!