The three-seat personal advisory framework: Agency Founder/Operator (Seat 1), Fee-Only Fiduciary (Seat 2), Coach (Seat 3). Seat 3 succeeded — Eric Fatkin accepted April 2026 and the relationship grew into its own drawer (#13, weekly cadence + UJ channel). Seats 1 and 2 have candidates' shapes defined but no active search running — dormant until Topher wants to resume, likely closer to the SyF exit window.
Active Items
Synced from the Kanban boardWaiting on You
(2)Seat 1 — Agency Founder/Operator search
Source from agencies Topher + Jaime already track. Dormant until resumed.
Seat 2 — Fee-Only Fiduciary search
W-2 → 1099 specialist. Decide: existing CFP or pivot specialist. Timely near the exit window.
Done
(1)Seat 3 — Coach
⚡ HIGHEric Fatkin. The proof the framework works — now drawer #13.
Recent Events & Decisions
Seat 3 filled — Eric's first meeting
Outreach 4/18 → Meeting #1 on 4/24. Everything since lives in the Eric drawer.
Memory Files (source of truth)
The markdown files Aria reads for deeper contextmemory/drawers/advisory/overview.md Canonical drawer surface. The framework doc is memory/topher/advisory-board.md. Seat 3 (Eric Fatkin) filled and graduated to its own drawer (#13).
memory/topher/advisory-board.md The three-seat framework — canonical