Wealth Ops
Second Brain
First-Year Program

Acharya Family

Rohan Acharya · Mass Affluent · $540K · Vanguard

On TrackLow riskAdvisor: Marcus Chen · Ops: Jamal O.
Experience score
85/100
SignedDay 1 / target 2
Journey type
Planning-Only
Next milestone
Advance to Onboarding Started
Due
2026-05-13
Marketing sequence
Welcome — Digital Low-Touch
Started
2025-07-02
Notes
On cadence. Advance to Onboarding Started due 2026-05-13.

Calendar & work orchestration

Tier C
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionComplianceLow
Collect KYC document
Resend DocuSign for missing KYC artifact and confirm receipt. (Acharya Family) · due 2026-05-14 · owner Marcus Chen
Upcoming events (2)
2:00 PM
45m
Onboarding Call · Acharya FamilyServiceMediumTier C
Onboarding Call·Marcus Chen
1Y
3:30 PM
60m
Review Meeting · Acharya FamilyServiceMediumTier C
Review Meeting·Marcus Chen·prep needed
1Y
Recent completed
  • 2026-05-10 · Onboarding Call · Canceled
Open work (2)
+2d
Document Collection
Collect KYC documentComplianceLowTier C
Resend DocuSign for missing KYC artifact and confirm receipt. (Acharya Family)
1Y
+7d
Reminder
Confirm calendar holdsOperationsLowTier C
Confirm calendar invitations and pre-reads sent. (Acharya Family)
1Y

Milestones

  • Signed2025-07-04
  • KYC completed2025-07-07
  • Accounts opened2025-07-14
  • Transfer initiated2025-07-18
  • Funded
  • Welcome call
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 2
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    Automated2026-05-10
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    Hybrid2026-05-25
Completed · 1
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-05-14

Household journey brief

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