Wealth Ops
Second Brain
First-Year Program

Whittaker Household

Tomas Whittaker · UHNW · $19.75M · Fidelity

On TrackLow riskAdvisor: Liam O'Brien · Ops: Marcus Trent
Experience score
87/100
90-Day EngagementDay 3 / target 60
Journey type
Transfer + Planning
Next milestone
Advance to 6-Month Review
Due
2026-07-08
Marketing sequence
Welcome — HNW Transfer
Started
2025-07-09
Notes
On cadence. Advance to 6-Month Review due 2026-07-08.

Calendar & work orchestration

Tier A
WG1Y
Service expectation: Personal advisor touch ≤14d · proactive outreach on any signal
Next best actionServiceHigh
Update first plan
Refresh financial plan with latest income and goal inputs. (Whittaker Household) · due 2026-05-16 · owner Liam O'Brien
Upcoming events (2)
1:30 PM
25m
Client Check-In · Whittaker HouseholdServiceCriticalTier A
Client Check-In·Liam O'Brien
WG
1:00 PM
45m
White-Glove Touch · Whittaker HouseholdServiceHighTier A
White-Glove Touch·Liam O'Brien·prep needed
WG
Open work (2)
+4d
Planning Action
Update first planServiceHighTier A
Refresh financial plan with latest income and goal inputs. (Whittaker Household)
WG
+20d
Reminder
Confirm calendar holdsOperationsMediumTier A
Confirm calendar invitations and pre-reads sent. (Whittaker Household)
WG

Milestones

  • Signed2025-07-11
  • KYC completed2025-07-17
  • Accounts opened2025-07-17
  • Transfer initiated2025-07-23
  • Funded2025-08-07
  • Welcome call2025-07-29
  • First plan delivered2025-08-02
  • 30-day review2025-08-15
  • 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
    Automated2026-05-09
  • 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 2026-02-18
  • 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 2026-03-19
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-03-29
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-03-29
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-04-12
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-04-13

Household journey brief

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