Wealth Ops
Second Brain
First-Year Program

Bauer-Holm Household

Magnus Bauer · HENRY · $140K · Vanguard

Off TrackHigh riskAdvisor: Samir Patel · Ops: Sarah K.
Experience score
44/100
90-Day EngagementDay 91 / target 60 · overdue
Journey type
Planning-Only
Next milestone
Advance to 6-Month Review
Due
2026-04-11
Marketing sequence
Welcome — Digital Low-Touch
Started
2026-02-19
Notes
Advance to 6-Month Review blocked — see exceptions. Advisor outreach overdue 31d.

Recommended next actions

  1. 1.
    Verify funding source; confirm ABA/account #; offer wire alternative.
    Critical · failed funding · due 2026-05-14 · Ops: Sarah K.
    See recover list (Off Track) →Open household →
  2. 2.
    Verify funding source; confirm ABA/account #; offer wire alternative.
    High · failed funding · due 2026-05-02 · Ops: Sarah K.
    See recover list (Off Track) →Open household →

Calendar & work orchestration

Tier C
At-Risk1Y
Service expectation: Digital cadence + advisor touch on milestone events
Upcoming events (1)
4:30 PM
25m
Client Check-In · Bauer-Holm HouseholdServiceHighTier C
Client Check-In·Samir Patel
At-Risk
Open work (0)

No open tasks for this household.

Milestones

  • Signed2026-02-21
  • KYC completed2026-02-27
  • Accounts opened2026-03-01
  • Transfer initiated2026-03-07
  • Funded2026-03-15
  • Welcome call2026-03-11
  • First plan delivered2026-03-18
  • 30-day review2026-03-29
  • 6-month review
  • 12-month review

Recent touchpoints

Overdue · 2
  • 90-day review meeting
    meeting · Advisor · goal: Confirm planning progress
    Manual2026-02-08
  • Nurture — life events
    content drip · Marketing · goal: Keep household engaged
    Automated2026-02-09
Scheduled · 1
  • 6-month review meeting
    meeting · Advisor · goal: Re-confirm goals + plan delta
    Manual2026-02-21
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2025-11-22
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2025-11-21
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2025-12-04
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2025-12-20
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-01-03
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2025-12-31
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-01-13
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-01-14

All exceptions for this household

Criticalfailed funding
Bauer-Holm Household · owner: Samir Patel · opened 2d ago
due 2026-05-14
Highfailed funding
Bauer-Holm Household · owner: Sarah K. · opened 17d ago
due 2026-05-02

Household journey brief

Synthesize the journey, surface risks, and draft the next advisor touch.