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Financial planning practice

Yewcroft Station Financial Planning · Financial planning practice · Omaha, NE

Osric Inglewood is the planner at Yewcroft Station Financial Planning, a fee-only financial planning practice in Omaha, and uses this to keep every household that inquires moving, from the discovery call and the written proposal to the signed agreement.

Legal and professionalSales pipelineBoards4 tables · 6 views · 1 form · 2 dimension sets · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 agent
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Pipeline

Prospect households
Inquiry4
Brannock householdCalloway Brannockcalloway.brannock@plainsprairiemailbox.net
Okello-Lindgren householdMarisol Okello-Lindgrenmarisol.okello@plainsprairiemailbox.net
Vandersloot householdTeodor Vanderslootteodor.vandersloot@plainsprairiemailbox.net
Achebe-Rourke householdNgozi Achebe-Rourkengozi.achebe@plainsprairiemailbox.net
Call booked4
Pemberton-Sato householdImogen Pemberton-Satoimogen.pemberton@plainsprairiemailbox.net
Tillerman-Oyin householdLazarus Tillerman-Oyinlazarus.tillerman@plainsprairiemailbox.net
Fairbairn householdRosalind Fairbairnrosalind.fairbairn@plainsprairiemailbox.net
Ashworth-Delgado householdCormac Ashworth-Delgadocormac.ashworth@plainsprairiemailbox.net
Call held4
Nakamura-Pryce householdWilhelmina Castellano-Prycewilhelmina.castellano@plainsprairiemailbox.net
Hallowell householdPtolemy Hallowellptolemy.hallowell@plainsprairiemailbox.net
Strathmore-Eze householdBeatrix Strathmore-Ezebeatrix.strathmore@plainsprairiemailbox.net
Montenegro-Hale householdThandeka Montenegro-Halethandeka.montenegro@plainsprairiemailbox.net
Proposal sent5
Quimby-Adeyemi householdFerdinand Quimby-Adeyemiferdinand.quimby@plainsprairiemailbox.net
Lindqvist-Obuya householdAnnika Thorvaldsen-Obuyaannika.thorvaldsen@plainsprairiemailbox.net
Wetherby householdOctavian Wetherbyoctavian.wetherby@plainsprairiemailbox.net
Dunmore-Takahashi householdSaskia Dunmore-Takahashisaskia.dunmore@plainsprairiemailbox.net
Rutledge-Mbeki householdEvander Rutledge-Mbekievander.rutledge@plainsprairiemailbox.net
Agreement out4
Okonjo-Whitfield householdGwendolyn Okonjo-Whitfieldgwendolyn.okonjo@plainsprairiemailbox.net
Kettleby-Nwosu householdBarnaby Strickland-Nwosubarnaby.strickland@plainsprairiemailbox.net
Pellegrin householdDelphine Pellegrindelphine.pellegrin@plainsprairiemailbox.net
Vasquez-Holt householdLucian Vasquez-Holtlucian.vasquez@plainsprairiemailbox.net
Signed5
Marchetti-Oyelaran householdHenrietta Marchetti-Oyelaranhenrietta.marchetti@plainsprairiemailbox.net
Abara-Linden householdCuthbert Abara-Lindencuthbert.abara@plainsprairiemailbox.net
Fennimore householdOluwaseun Fennimoreoluwaseun.fennimore@plainsprairiemailbox.net
Draycott-Mensah householdVerity Draycott-Mensahverity.draycott@plainsprairiemailbox.net
Holloway-Brandt householdJericho Holloway-Brandtjericho.holloway@plainsprairiemailbox.net
Not a fit2
Ngubane-Cole householdAnnelise Ngubane-Coleannelise.ngubane@plainsprairiemailbox.net
Tavares-Whitlow householdMagnus Tavares-Whitlowmagnus.tavares@plainsprairiemailbox.net

Tables

Prospect households

28 sample rows · 18 columns

Every household that has asked about planning, from the first call to a signed agreement, with the next step on each.

HouseholdPrimary contactEmailPhoneWhat they want help withInvestable assetsStage
Brannock householdCalloway Brannockcalloway.brannock@plainsprairiemailbox.net(402) 555-0151Pre-retirement planning$820,000Inquiry
Okello-Lindgren householdMarisol Okello-Lindgrenmarisol.okello@plainsprairiemailbox.net(402) 555-0152Stock options and RSUs$460,000Inquiry
Vandersloot householdTeodor Vanderslootteodor.vandersloot@plainsprairiemailbox.net(402) 555-0153Retirement income$1,450,000Inquiry
Achebe-Rourke householdNgozi Achebe-Rourkengozi.achebe@plainsprairiemailbox.net(402) 555-0154Divorce or widowhood$310,000Inquiry
Pemberton-Sato householdImogen Pemberton-Satoimogen.pemberton@plainsprairiemailbox.net(402) 555-0155Retirement income$990,000Call booked
Tillerman-Oyin householdLazarus Tillerman-Oyinlazarus.tillerman@plainsprairiemailbox.net(402) 555-0156Inheritance or business sale$2,300,000Call booked
Fairbairn householdRosalind Fairbairnrosalind.fairbairn@plainsprairiemailbox.net(402) 555-0157College funding$270,000Call booked
Ashworth-Delgado householdCormac Ashworth-Delgadocormac.ashworth@plainsprairiemailbox.net(402) 555-0158Second opinion$760,000Call booked
Nakamura-Pryce householdWilhelmina Castellano-Prycewilhelmina.castellano@plainsprairiemailbox.net(402) 555-0159Pre-retirement planning$1,120,000Call held
Hallowell householdPtolemy Hallowellptolemy.hallowell@plainsprairiemailbox.net(402) 555-0160Stock options and RSUs$540,000Call held
Strathmore-Eze householdBeatrix Strathmore-Ezebeatrix.strathmore@plainsprairiemailbox.net(402) 555-0161Retirement income$880,000Call held
Montenegro-Hale householdThandeka Montenegro-Halethandeka.montenegro@plainsprairiemailbox.net(402) 555-0162Divorce or widowhood$420,000Call held

16 more rows

Proposals

17 sample rows · 7 columns

The written planning proposals sent to households: which service, the yearly fee, the date and the answer.

ProposalHouseholdServiceYearly feeSent onGood untilAnswer
Rutledge-Mbeki: comprehensive planRutledge-Mbeki householdComprehensive plan$11,200Oct 2, 2026Nov 16, 2026Waiting
Wetherby: retirement income planWetherby householdRetirement income plan$5,800Sep 30, 2026Nov 14, 2026Waiting
Dunmore-Takahashi: college funding planDunmore-Takahashi householdCollege funding plan$4,200Sep 27, 2026Nov 11, 2026Waiting
Quimby-Adeyemi: comprehensive planQuimby-Adeyemi householdComprehensive plan$9,600Sep 26, 2026Nov 10, 2026Waiting
Rutledge-Mbeki: comprehensive plan (revised)Rutledge-Mbeki householdComprehensive plan$12,400Sep 25, 2026Nov 9, 2026Revised
Lindqvist-Obuya: equity compensation planLindqvist-Obuya householdEquity compensation plan$7,200Sep 24, 2026Nov 8, 2026Waiting
Wetherby: retirement income plan (revised)Wetherby householdRetirement income plan$6,400Sep 21, 2026Nov 5, 2026Revised
Okonjo-Whitfield: retirement income planOkonjo-Whitfield householdRetirement income plan$6,800Sep 20, 2026Nov 4, 2026Accepted
Pellegrin: hourly advicePellegrin householdHourly advice$2,400Sep 19, 2026Nov 3, 2026Accepted
Kettleby-Nwosu: comprehensive planKettleby-Nwosu householdComprehensive plan$9,800Sep 18, 2026Nov 2, 2026Accepted
Vasquez-Holt: equity compensation planVasquez-Holt householdEquity compensation plan$7,600Sep 17, 2026Nov 1, 2026Accepted
Tavares-Whitlow: equity compensation planTavares-Whitlow householdEquity compensation plan$6,200Sep 16, 2026Oct 31, 2026Declined

5 more rows

Referral partners

7 sample rows · 6 columns

The accountants, attorneys, clients and workshops that send households, and how many each has sent and signed.

PartnerKindPartner's lineHouseholds sent
Bramblewick Insurance GroupInsurance agent(402) 555-0125Lindqvist-Obuya household, Vasquez-Holt household, Tavares-Whitlow household
Corncrake MortgageMortgage broker(402) 555-0126Kettleby-Nwosu household
Existing client referralExisting client—Vandersloot household, Dunmore-Takahashi household, Draycott-Mensah household
Hartwell Tax and AdvisoryCPA(402) 555-0121Brannock household, Pemberton-Sato household, Nakamura-Pryce household, Quimby-Adeyemi household, Okonjo-Whitfield household, Marchetti-Oyelaran household
Northfield library retirement workshopWorkshop host(402) 555-0124Ashworth-Delgado household, Strathmore-Eze household, Wetherby household, Fennimore household
Quillfeather Estate LawEstate attorney(402) 555-0122Achebe-Rourke household, Tillerman-Oyin household, Montenegro-Hale household, Rutledge-Mbeki household, Abara-Linden household, Holloway-Brandt household
Website and searchWebsite—Okello-Lindgren household, Fairbairn household, Hallowell household, Pellegrin household, Ngubane-Cole household

Also included

  • PipelineStage rules
  • Proposals waiting for an answerDigest
  • Agreement outNotificationTells the client service associate the moment an agreement goes out, so the signing follow-up is on the calendar.
  • Engagement summary letterDocumentThe short letter that goes with the engagement agreement, restating the scope and the yearly fee.

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