Wealth Ops
Second Brain
First-Year Program

Caldera Household

Cyrus Caldera · HENRY · $203K · Schwab

Off TrackHigh riskAdvisor: Aisha Okafor · Ops: Sarah K.
Experience score
38/100
90-Day EngagementDay 94 / target 60 · overdue
Journey type
Digital Low-Touch
Next milestone
Advance to 6-Month Review
Due
2026-04-08
Marketing sequence
Welcome — HNW Transfer
Started
2025-11-11
Notes
Advance to 6-Month Review blocked — see exceptions. Advisor outreach overdue 34d.

Calendar & work orchestration

Tier C
At-Risk1Y
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionServiceMedium
Quarterly check-in note
Send personal note + market context. (Caldera Household) · due 2026-06-18 · owner Aisha Okafor
Upcoming events (1)
9:00 AM
60m
Review Meeting · Caldera HouseholdServiceHighTier C
Review Meeting·Aisha Okafor·prep needed
At-Risk
Open work (1)
+37d
Service Outreach
Quarterly check-in noteServiceMediumTier C
Send personal note + market context. (Caldera Household)
At-Risk

Milestones

  • Signed2025-11-13
  • KYC completed2025-11-20
  • Accounts opened2025-11-20
  • Transfer initiated2025-11-29
  • Funded2025-12-07
  • Welcome call2025-12-03
  • First plan delivered2025-12-12
  • 30-day review2025-12-13
  • 6-month review
  • 12-month review

Recent touchpoints

Overdue · 2
  • Quarterly review prep
    email · Ops · goal: Send agenda + portfolio snapshot
    Hybrid2026-02-03
  • Nurture — life events
    content drip · Marketing · goal: Keep household engaged
    Automated2026-02-06
Scheduled · 2
  • 90-day review meeting
    meeting · Advisor · goal: Confirm planning progress
    Manual2026-02-07
  • 6-month review meeting
    meeting · Advisor · goal: Re-confirm goals + plan delta
    Manual2026-02-20
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2025-11-19
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2025-11-16
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2025-11-29
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2025-12-13
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2025-12-29
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2025-12-31
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-01-13
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-01-10

Household journey brief

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