Wealth Ops
Second Brain
First-Year Program

Petersen Trust

Ana Petersen · HENRY · $162K · Fidelity

On TrackMedium riskAdvisor: Diana Volkov · Ops: Marcus Trent
Experience score
85/100
KYC / Account SetupDay 7 / target 7
Journey type
Planning-Only
Next milestone
Advance to Transfer / Funding In Progress
Due
2026-05-12
Marketing sequence
Welcome — HENRY Growth
Started
2025-07-11
Notes
On cadence. Advance to Transfer / Funding In Progress due 2026-05-12.

Calendar & work orchestration

Tier C
1Y
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionServiceHigh
Run Roth conversion analysis
Model conversion across remaining tax-bracket window. (Petersen Trust) · due 2026-05-03 · owner Diana Volkov
Upcoming events (0)

No scheduled meetings.

Recent completed
  • 2026-05-09 · Review Meeting · Completed
Open work (3)
1 overdue
-9d
Planning Action
Run Roth conversion analysisServiceHighTier C
Model conversion across remaining tax-bracket window. (Petersen Trust)
1Y9d
+8d
Task
Send proposal to prospectGrowthHighTier C
Tailor proposal deck and pricing schedule. (Petersen Trust)
1Y
+22d
Task
Schedule prospect follow-upGrowthMediumTier C
Confirm next meeting and pre-read. (Petersen Trust)
1Y

Milestones

  • Signed2025-07-13
  • KYC completed2025-07-20
  • Accounts opened2025-07-22
  • Transfer initiated2025-07-20
  • Funded
  • Welcome call
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 2
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    Hybrid2026-05-16
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    Automated2026-05-19
Completed · 4
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-04-07
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-04-12
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-04-25
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-05-05

Household journey brief

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