Financial planning practice
Kestrelmoor Valley Financial Planning · Financial planning practice · Salem, OR
Quinn Delacroix-Moss is the planner at Kestrelmoor Valley Financial Planning, a fee-only practice, and reads each week's meetings, fees and follow-ups by review type from one dashboard instead of rebuilding them in a spreadsheet.
Legal and professionalReportingDashboards4 tables · 6 views · 2 forms · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 agent
Use this templateReview calendar
ReviewsOctober 2026
Tables
Reviews
40 sample rows · 10 columnsEvery client meeting on the book: the household, the kind of review, the planner, how long it ran and what it billed.
| Review | Household | Review type | Planner | Meets | Status | Where |
|---|---|---|---|---|---|---|
| Lindholm-Okpara: tax planning meeting (meeting 2) | Lindholm-Okpara household | Evander Stoltenberg-Pike | Oct 22, 8:00 PM | |||
| Anwar-Brightwater: estate and insurance review (meeting 5) | Anwar-Brightwater household | Evander Stoltenberg-Pike | Oct 19, 8:00 PM | |||
| Kaplan-Odegaard: tax planning meeting (meeting 4) | Kaplan-Odegaard household | Tamsin Obuya-Whitfield | Oct 16, 10:00 PM | |||
| Sorensen-Achterberg: retirement income review (meeting 3) | Sorensen-Achterberg household | Quinn Delacroix-Moss | Oct 14, 6:00 PM | |||
| Rutherford-Amadi: tax planning meeting (meeting 2) | Rutherford-Amadi household | Evander Stoltenberg-Pike | Oct 13, 9:00 PM | |||
| Fairchild-Nguyen: estate and insurance review (meeting 4) | Fairchild-Nguyen household | Evander Stoltenberg-Pike | Oct 9, 5:00 PM | |||
| Teodorescu: annual review (meeting 3) | Teodorescu household | Evander Stoltenberg-Pike | Oct 8, 6:00 PM | |||
| Fairchild-Nguyen: tax planning meeting (meeting 3) | Fairchild-Nguyen household | Evander Stoltenberg-Pike | Oct 7, 5:00 PM | |||
| Pemberton-Sato: annual review (meeting 2) | Pemberton-Sato household | Tamsin Obuya-Whitfield | Oct 2, 10:00 PM | |||
| Kaplan-Odegaard: quarterly check-in (meeting 3) | Kaplan-Odegaard household | Evander Stoltenberg-Pike | Oct 1, 4:00 PM | |||
| Anwar-Brightwater: estate and insurance review (meeting 4) | Anwar-Brightwater household | Evander Stoltenberg-Pike | Sep 30, 6:00 PM | |||
| Okonkwo-Vance: estate and insurance review (meeting 3) | Okonkwo-Vance household | Quinn Delacroix-Moss | Sep 25, 8:00 PM |
Households
16 sample rows · 9 columnsThe families the practice advises: who to call, what is under advice, and how many reviews they have had.
| Household | Main contact | Phone | Assets under advice | Client since | Reviews | |
|---|---|---|---|---|---|---|
| Anwar-Brightwater household | Zeynep Anwar-Brightwater | zeynep.anwarbrightwater@valleyhearthmail.net | (503) 555-0160 | $480,000 | May 7, 2026 | Anwar-Brightwater: annual review (meeting 1), Anwar-Brightwater: tax planning meeting (meeting 2), Anwar-Brightwater: estate and insurance review (meeting 3), Anwar-Brightwater: estate and insurance review (meeting 4), Anwar-Brightwater: estate and insurance review (meeting 5) |
| Ashworth-Delgado household | Eulalia Ashworth | eulalia.ashworth@valleyhearthmail.net | (503) 555-0164 | $2,100,000 | Jul 7, 2026 | Ashworth-Delgado: tax planning meeting (meeting 1), Ashworth-Delgado: quarterly check-in (meeting 2) |
| Castellane household | Clothilde Castellane | clothilde.castellane@valleyhearthmail.net | (503) 555-0169 | $1,250,000 | Jul 24, 2026 | Castellane: tax planning meeting (meeting 1), Castellane: quarterly check-in (meeting 2) |
| Dubois-Mwangi household | Laurent Dubois-Mwangi | laurent.duboismwangi@valleyhearthmail.net | (503) 555-0168 | $740,000 | Aug 10, 2026 | Dubois-Mwangi: tax planning meeting (meeting 1), Dubois-Mwangi: quarterly check-in (meeting 2) |
| Fairchild-Nguyen household | Marianne Fairchild-Nguyen | marianne.fairchildnguyen@valleyhearthmail.net | (503) 555-0162 | $2,750,000 | Apr 3, 2026 | Fairchild-Nguyen: estate and insurance review (meeting 1), Fairchild-Nguyen: retirement income review (meeting 2), Fairchild-Nguyen: tax planning meeting (meeting 3), Fairchild-Nguyen: estate and insurance review (meeting 4) |
| Halvorsen-Park household | Solveig Halvorsen | solveig.halvorsen@valleyhearthmail.net | (503) 555-0166 | $1,600,000 | Jul 24, 2026 | Halvorsen-Park: quarterly check-in (meeting 1) |
| Kaplan-Odegaard household | Nahum Kaplan | nahum.kaplan@valleyhearthmail.net | (503) 555-0172 | $2,100,000 | Jul 30, 2026 | Kaplan-Odegaard: tax planning meeting (meeting 1), Kaplan-Odegaard: tax planning meeting (meeting 2), Kaplan-Odegaard: quarterly check-in (meeting 3), Kaplan-Odegaard: tax planning meeting (meeting 4) |
| Lacroix-Ferreira household | Anouk Lacroix-Ferreira | anouk.lacroixferreira@valleyhearthmail.net | (503) 555-0175 | $1,250,000 | Aug 7, 2026 | Lacroix-Ferreira: plan build (meeting 1), Lacroix-Ferreira: quarterly check-in (meeting 2) |
| Lindholm-Okpara household | Cassius Lindholm | cassius.lindholm@valleyhearthmail.net | (503) 555-0161 | $1,250,000 | May 14, 2026 | Lindholm-Okpara: plan build (meeting 1), Lindholm-Okpara: tax planning meeting (meeting 2) |
| Okonkwo-Vance household | Emeka Okonkwo-Vance | emeka.okonkwovance@valleyhearthmail.net | (503) 555-0165 | $480,000 | Jul 8, 2026 | Okonkwo-Vance: quarterly check-in (meeting 1), Okonkwo-Vance: annual review (meeting 2), Okonkwo-Vance: estate and insurance review (meeting 3) |
| Pemberton-Sato household | Octavia Pemberton-Sato | octavia.pembertonsato@valleyhearthmail.net | (503) 555-0167 | $615,000 | Aug 10, 2026 | Pemberton-Sato: retirement income review (meeting 1), Pemberton-Sato: annual review (meeting 2) |
| Rutherford-Amadi household | Thaddeus Rutherford | thaddeus.rutherford@valleyhearthmail.net | (503) 555-0170 | $480,000 | Aug 13, 2026 | Rutherford-Amadi: annual review (meeting 1), Rutherford-Amadi: tax planning meeting (meeting 2) |
Follow-ups
22 sample rows · 5 columnsThe to-dos that come out of a review, with who owes them and when.
| Follow-up | Review | Owed by | Due | Follow-up status |
|---|---|---|---|---|
| Review the Roth conversion figures (Fairchild-Nguyen) | Fairchild-Nguyen: estate and insurance review (meeting 1) | Aug 17, 2026 | ||
| Review the Roth conversion figures (Anwar-Brightwater) | Anwar-Brightwater: annual review (meeting 1) | Aug 19, 2026 | ||
| Get the umbrella policy quote (Ashworth-Delgado) | Ashworth-Delgado: tax planning meeting (meeting 1) | Aug 25, 2026 | ||
| Get the umbrella policy quote (Lindholm-Okpara) | Lindholm-Okpara: plan build (meeting 1) | Aug 26, 2026 | ||
| Rebalance the taxable account (Dubois-Mwangi) | Dubois-Mwangi: tax planning meeting (meeting 1) | Sep 1, 2026 | ||
| Schedule the estate attorney call (Rutherford-Amadi) | Rutherford-Amadi: annual review (meeting 1) | Sep 3, 2026 | ||
| Send the updated allocation summary (Pemberton-Sato) | Pemberton-Sato: retirement income review (meeting 1) | Sep 4, 2026 | ||
| Rebalance the taxable account (Castellane) | Castellane: tax planning meeting (meeting 1) | Sep 4, 2026 | ||
| Confirm the college savings contribution (Kaplan-Odegaard) | Kaplan-Odegaard: tax planning meeting (meeting 1) | Sep 10, 2026 | ||
| Send the tax projection to the CPA (Fairchild-Nguyen) | Fairchild-Nguyen: retirement income review (meeting 2) | Sep 15, 2026 | ||
| Update the net worth statement (Kaplan-Odegaard) | Kaplan-Odegaard: tax planning meeting (meeting 2) | Sep 18, 2026 | ||
| Schedule the estate attorney call (Whitlow-Banerjee) | Whitlow-Banerjee: retirement income review (meeting 1) | Sep 21, 2026 |
Also included
- Reviews on the calendar
- RescheduledTells the lead planner when a review is pushed so the calendar can be refilled.
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