Wealth Ops
Second Brain
First-Year Program

Petersen Family

Gita Petersen · Mass Affluent · $821K · Schwab

On TrackLow riskAdvisor: Aisha Okafor · Ops: Sarah K.
Experience score
97/100
90-Day EngagementDay 38 / target 60
Journey type
Transfer + Planning
Next milestone
Advance to 6-Month Review
Due
2026-06-03
Marketing sequence
Welcome — Digital Low-Touch
Started
2025-10-26
Notes
On cadence. Advance to 6-Month Review due 2026-06-03.

Calendar & work orchestration

Tier B
Service expectation: Advisor touch within 60 days · review within 120 days
Next best actionGrowthMedium
Send proposal to prospect
Tailor proposal deck and pricing schedule. (Petersen Family) · due 2026-05-17 · owner Aisha Okafor
Upcoming events (2)
10:30 AM
60m
Review Meeting · Petersen FamilyServiceLowTier B
Review Meeting·Aisha Okafor·prep needed
1Y
1:30 PM
60m
Review Meeting · Petersen FamilyServiceLowTier B
Review Meeting·Aisha Okafor·prep needed
1Y
Recent completed
  • 2026-05-08 · Review Meeting · Completed
Open work (2)
+5d
Task
Send proposal to prospectGrowthMediumTier B
Tailor proposal deck and pricing schedule. (Petersen Family)
1Y
+66d
Task
Schedule prospect follow-upGrowthLowTier B
Confirm next meeting and pre-read. (Petersen Family)
1Y

Milestones

  • Signed2025-10-28
  • KYC completed2025-11-04
  • Accounts opened2025-11-06
  • Transfer initiated2025-11-05
  • Funded2025-11-11
  • Welcome call2025-11-15
  • First plan delivered2025-11-22
  • 30-day review2025-11-25
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 4
  • Quarterly review prep
    email · Ops · goal: Send agenda + portfolio snapshot
    Hybrid2026-04-02
  • 90-day review meeting
    meeting · Advisor · goal: Confirm planning progress
    Manual2026-04-03
  • Nurture — life events
    content drip · Marketing · goal: Keep household engaged
    Automated2026-04-01
  • 6-month review meeting
    meeting · Advisor · goal: Re-confirm goals + plan delta
    Manual2026-04-16
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-01-10
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-01-15
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-01-26
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-02-12
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-02-22
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-02-21
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-03-12
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-03-10

Household journey brief

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