Wealth Ops
Second Brain
First-Year Program

Lindqvist-Park

Astrid Lindqvist · Mass Affluent · $850K · Schwab

On TrackLow riskAdvisor: Marcus Chen · Ops: Marcus Trent
Experience score
82/100
SignedDay 1 / target 2
Journey type
Planning-Only
Next milestone
Advance to Onboarding Started
Due
2026-05-13
Marketing sequence
Welcome — HENRY Growth
Started
2026-04-04
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
Upcoming events (0)

No scheduled meetings.

Open work (0)

No open tasks for this household.

Milestones

  • Signed2026-04-06
  • KYC completed2026-04-10
  • Accounts opened2026-04-16
  • Transfer initiated2026-04-18
  • 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
    Manual2026-05-09
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    Hybrid2026-05-24
Completed · 1
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-05-11

Household journey brief

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