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Pre-meeting brief · sample · canonical

The Patel family,
in 23 minutes.

This is the brief Anand's advisor will see at 2:23 pm, seven minutes before walking into the Q2 review. It was written by a memory layer that listened to every call, read every email, and watched the calendar. Every fact carries its receipt.

T-minus23:00·14 facts indexed·4 sections of 5 (§05 omitted — below confidence floor)
  1. §010.91

    Who

    • Anand & Priya Patel — joint household, Priya joint signer since 2023.
    • Daughter Anika at Brown (freshman, fall 2025) — first time away from home.
    • Son Sanjay at Lowell HS, junior year. PSAT prep this spring.
  2. §020.84

    Last three touchpoints

    • Mar 12 call — Roth conversion analysis requested. Anxious re Stripe RSU at ~35% net worth.
    • Feb 28 — Q1 review, neutral sentiment, no flags.
    • Feb 04 — fee tier question. Surprised by 90 bps blended rate.
  3. §030.95

    Open commitments YOU made

    • Rebalance memo — promised today (Apr 22).

    Today. Not next week. The brief surfaces it because you said it out loud on Mar 12 and the recording transcript caught the date.

  4. §040.72

    Hook

    • Stripe announced a $4B secondary tender Apr 17 — likely on Anand's mind given his concentration.
§05 · stripped

A fifth section, “Family planning timeline,” was assembled from one mention in a 2024 voicemail. Confidence resolved to 0.38, below the 0.50 floor. The brief omits it entirely rather than hedging. We would rather show the advisor four solid sections than five with a hedge in the middle.

Sources
  1. [1]Wealthbox2024-09-12Joint account — Priya added as joint signer.
  2. [2]voice dump2025-09-04"Anika starts Brown next week. Priya is a wreck."
  3. [3]voice dump2026-01-14"Sanjay needs a PSAT tutor — ask Mira if she still uses that one."
  4. [4]voice dump2026-03-12"Anand is freaking out about the Stripe concentration. Wants a Roth conversion run."
  5. [5]Wealthbox2026-02-28Q1 review meeting. Sentiment: neutral.
  6. [6]email2026-02-04Re: invoice Q1 — "didn't realize blended was 90."
  7. [7]voice dump2026-03-12"I told Anand I'd have the rebalance memo to him by Apr 22."
  8. [8]news2026-04-17Stripe to launch $4B secondary tender at $91.5B valuation. (Information.)
About this brief

Generated from 14 indexed facts across Wealthbox, Google Calendar, four recorded calls, three emails, and one news item. Render time 380 ms. No model was asked to write prose — the brief is a compositional layout over typed claims, each bound to its source by index. If a claim has no source, the renderer strips the claim. There is no path through the type system to render an unsourced fact.

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