Wealth Ops
Second Brain
First-Year Program

Park Family

Joon Park · Mass Affluent · $760K · Schwab

On TrackLow riskAdvisor: Marcus Chen · Ops: Lena Park
Experience score
90/100
SignedDay 1 / target 2
Journey type
Planning-Only
Next milestone
Advance to Onboarding Started
Due
2026-05-13
Marketing sequence
Welcome — HNW Transfer
Started
2025-06-28
Notes
On cadence. Advance to Onboarding Started due 2026-05-13.

Calendar & work orchestration

Tier B
Service expectation: Advisor touch within 60 days · review within 120 days
Next best actionServiceMedium
Send post-meeting follow-up
Recap notes, action items, and next steps email. (Park Family) · due 2026-06-30 · owner Marcus Chen
Upcoming events (0)

No scheduled meetings.

Open work (3)
+49d
Follow-Up
Send post-meeting follow-upServiceMediumTier B
Recap notes, action items, and next steps email. (Park Family)
1Y
+11d
Review Prep
Build review packetServiceLowTier B
Pull portfolio snapshot, plan deltas, and prior meeting notes. (Park Family)
1Y
+143d
Review Prep
Build review packetServiceLowTier B
Pull portfolio snapshot, plan deltas, and prior meeting notes. (Park Family)
1Y

Milestones

  • Signed2025-06-30
  • KYC completed2025-07-06
  • Accounts opened2025-07-09
  • Transfer initiated2025-07-16
  • Funded
  • Welcome call
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 2
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    Manual2026-05-08
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    Hybrid2026-05-25
Completed · 1
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-05-13

Household journey brief

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