Henderson Household
One line from a meeting note, applied to every brief for this household since.
What changed: a name correction and a standing preference from one call now apply automatically. Every brief for this household leads with the 529 balances and calls the Hendersons by the names they actually use.
From The Call
Henderson household · relationship review, May 12, 2026
“We actually go by our middle names, not our legal first ones. I’m Grant, my wife’s Elise, not Robert and Patricia like the file probably has us down as. Also, whatever you put together for us should lead with where the boys’ 529 accounts stand. That’s the first thing we ask about every time.”
From Daniel Brooks’s meeting notes, logged the same afternoon.
The Next Brief
Henderson household · pre-meeting brief, July 24, 2026
529 balances
Emma $84,200 · Jack $71,900
Standing rule · 5/12 call
Portfolio value
$2.14M as of June 30
Next meeting
August 14