Wealth Ops
Second Brain
First-Year Program

Castellanos Family

Mateo Castellanos · HNW · $3.23M · Fidelity

On TrackLow riskAdvisor: Diana Volkov · Ops: Sarah K.
Experience score
95/100
6-Month ReviewDay 38 / target 90
Journey type
New Client
Next milestone
Advance to 12-Month Review / Renewal
Due
2026-07-03
Marketing sequence
Welcome — HNW Transfer
Started
2025-10-06
Notes
On cadence. Advance to 12-Month Review / Renewal due 2026-07-03.

Calendar & work orchestration

Tier A
WG1Y
Service expectation: Personal advisor touch ≤14d · proactive outreach on any signal
Upcoming events (1)
1:00 PM
25m
Client Check-In · Castellanos FamilyServiceHighTier A
Client Check-In·Diana Volkov
WG
Open work (0)

No open tasks for this household.

Milestones

  • Signed2025-10-08
  • KYC completed2025-10-12
  • Accounts opened2025-10-17
  • Transfer initiated2025-10-18
  • Funded2025-10-25
  • Welcome call2025-10-27
  • First plan delivered2025-11-01
  • 30-day review2025-11-03
  • 6-month reviewcompleted
  • 12-month review

Recent touchpoints

Scheduled · 3
  • 6-month review meeting
    meeting · Advisor · goal: Re-confirm goals + plan delta
    Manual2026-04-02
  • Annual review meeting
    meeting · Advisor · goal: Annual planning + renewal signal
    Manual2026-04-16
  • Retention nurture
    email · Marketing · goal: Retention reinforcement
    Automated2026-04-17
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2025-12-30
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2025-12-28
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-01-13
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-01-28
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-02-12
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-02-11
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-02-23
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-02-25

Household journey brief

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