Wealth Ops
Second Brain
First-Year Program

Oliveira Trust

Jonah Oliveira · UHNW · $27.81M · Vanguard

On TrackLow riskAdvisor: Aisha Okafor · Ops: Sarah K.
Experience score
89/100
90-Day EngagementDay 2 / target 60
Journey type
Transfer + Planning
Next milestone
Advance to 6-Month Review
Due
2026-07-09
Marketing sequence
Welcome — HENRY Growth
Started
2025-10-04
Notes
On cadence. Advance to 6-Month Review due 2026-07-09.

Calendar & work orchestration

Tier A
WG1Y
Service expectation: Personal advisor touch ≤14d · proactive outreach on any signal
Next best actionGrowthCritical
Send proposal to prospect
Tailor proposal deck and pricing schedule. (Oliveira Trust) · due 2026-05-19 · owner Aisha Okafor
Upcoming events (0)

No scheduled meetings.

Open work (2)
+7d
Task
Send proposal to prospectGrowthCriticalTier A
Tailor proposal deck and pricing schedule. (Oliveira Trust)
WG
+17d
Reminder
Confirm calendar holdsOperationsMediumTier A
Confirm calendar invitations and pre-reads sent. (Oliveira Trust)
WG

Milestones

  • Signed2025-10-06
  • KYC completed2025-10-10
  • Accounts opened2025-10-12
  • Transfer initiated2025-10-22
  • Funded2025-11-02
  • Welcome call2025-10-25
  • First plan delivered2025-10-26
  • 30-day review2025-11-06
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 3
  • 90-day review meeting
    meeting · Advisor · goal: Confirm planning progress
    Manual2026-05-07
  • Nurture — life events
    content drip · Marketing · goal: Keep household engaged
    Automated2026-05-10
  • 6-month review meeting
    meeting · Advisor · goal: Re-confirm goals + plan delta
    Manual2026-05-21
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-02-16
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-02-17
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-03-05
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-03-17
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-04-01
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-04-01
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-04-16
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-04-16

Household journey brief

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