Prepared for Every Possibility.
Some plans you make for yourself. This one you make for everyone else.
Contannuity™ gives the important people in your life and business exactly what they need when something unexpected happens: clear instructions, the right contacts, and a step-by-step plan. It works the moment it matters. (We could have called it a catastrophic event planning tool. We didn’t, because, well... it sounds catastrophic.)
YOUR READINESS SCORE
“Everyone has a plan for the life they expect. Almost no one has a plan for the day they can’t show up to it.”
Why Contannuity™?
Most of us are pretty good at planning for the things we’ll be around for.
Lunch. Retirement. Vacations. The next quarter. The harder thing to plan for is the moment we can’t be there at all. Contannuity™ exists for that moment, so the people who depend on you, your clients, your team, your family, are not left to figure things out alone.
If you can’t be there tomorrow, the people who depend on you still need answers.
An accident. A diagnosis. A family emergency. The reasons vary. The outcome is the same: someone else has to step in for the things you would normally be doing. Without a plan, that handoff happens in the worst possible conditions. CRISIS. With one, it doesn’t. Thirty minutes gets you started. Update it whenever your situation changes, ready the moment it’s needed.
Reliable
Your plan is there exactly when needed
Predictable
Everyone knows what to do next
Protected
Clients, team and your business covered
Built For
Built for those who depend on you.
Contannuity™ was built because the people who depend on us deserve more than a good intention. Whether you are a professional, a business owner, or simply someone whose absence would create real disruption, a plan changes everything.
Professional Advisors
Your clients trust you with their finances and their financial future. Contannuity™ makes sure that trust is supported even if you can’t be there. Meet your obligations, protect your practice, and give every client the certainty that someone is ready to step in.
Business Owners, Executives and Key Persons
You are the person your team, your partners, and your clients rely on. If you were suddenly gone, would they know what to do? Contannuity™ gives you a clear, complete plan so the answer is always yes, no matter what happens.
People Who Depend on Someone to Have a Plan.
The first 24 hours, the key contacts, the operational instructions. When someone you depend on uses Contannuity™ you are supported with vital information. Instructions, a process and the right people know what to do and the right documents are in place.
What You Get
Every document, contact, and instruction in one place, ready when it matters.
Complete and structured. Each piece flows directly from your readiness assessment and builds toward a plan you can act on immediately.
Readiness Assessment
A structured set of questions across five areas: emergency access, client protection, operations, insurance and estate, and key obligations. You see your score and exactly where the gaps are.
Planning Tool
Your assessment results flow straight into the Contannuity™ planning tool. It takes what you know about your situation and builds it into a complete, personalized continuity plan.
24-Hour Response Plan
A clear sequence of steps for the first day after something happens. Who to contact, what to secure, what to communicate, and in what order.
Operations Handbook
Everything someone stepping in needs to know. Access information, processes, key relationships, financial routines, all in one place so nothing gets missed. It is also the documentation package a backup advisor or Practice Continuity Agreement partner needs.
Communication Plan
Pre-written messages and a clear sequence for reaching the people who need to know. So they hear the right thing, from the right person, at the right time.
Emergency Contact Briefing
A clear letter to the person you designate. Tells them exactly what to do in the first hours and where to find everything else they need.
How It Works
Three steps. 30 Minutes to get started. One complete plan.
Contannuity™ walks you through the entire process. No blank page, no guesswork, no months of back-and-forth. You answer the questions. It builds the plan.
Assess
Work through a structured set of (EYE OPENING) questions about your situation across five readiness areas. The app scores where you are and shows you exactly what is missing.
Review
See your gaps clearly, with practical education and guidance for each one. Add the details only you know about your people, your processes, and your obligations.
Plan
Generate your complete continuity plan. Every document, contact, and instruction in one place, ready the moment it is needed.
The people who depend on you
deserve a plan.
Start your readiness assessment today. Thirty minutes to start building something that will be there for the people who need it most, exactly when they need it.
Represent a firm or network?
That is all it takes to get started and go from no plan at all to a plan that is ready when it matters.
You answer the questions today. You update it when things change. And when something unexpected happens, the people who depend on you already know what to do.