Tier 3
Life Transitions & Events Pack
310 households mid-transition with documented life event sequences and financial impact.
Overview
Financial planning software must gracefully handle the moments when a client's life changes dramatically. This dataset provides 310 households in the middle of major life transitions including divorce proceedings, job loss and career change, inheritance events, geographic relocation, and serious health diagnoses. Each household includes the financial impact sequence that follows the triggering event and the planning interventions that address it.
What's Inside
310 households with documented life event triggers and financial impact sequences
Divorce proceedings: asset division, support calculations, QDRO scenarios
Job loss and career change: severance, COBRA, emergency fund depletion, re-employment
Inheritance events: sudden wealth management, estate settlement, tax implications
Geographic relocation: cost-of-living adjustment, home sale, and purchase scenarios
Health crisis: medical debt accumulation, disability income gap, long-term care entry
Use Cases
Life event planning software testing
Financial impact modeling for major transitions
Employee financial wellness program development
Advisor training for life event client scenarios
Ideal Buyers
Financial planning software vendorsLife event marketing platformsEmployee assistance programsRIA technology firms
Example firms: eMoney Advisor, MoneyGuidePro, Edelman Financial Engines, Fidelity Workplace
Tags
Life EventsTransitionsDivorceJob LossInheritance
Moderate Deviation from Base Corpus
Requires additional data layers or modeling. Typical delivery 2–4 weeks.
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