TOC-23 internal knowledge base
Wealth Advisory Compendium
The Chief Planning Officer's playbooks, strategies, concepts, and verified reference figures — one content layer, three ways in. Every record shows its authority and its review date; if it can't show its work, it doesn't ship.
Recently updated
Review due
01 · Process axis
Review Playbooks
Sequenced checklists per domain. Each step says what to request, what to review, what's a red flag, and when to escalate to the CPO — and links into the records it touches. Steps marked stub are placeholders pending co-authoring.
02 · Reference axis
Knowledge Library
One tagged record per concept — authored once, referenced everywhere. Browse alphabetically or by domain section; the section view groups the same records, it is not a separate repository.
03 · Goal axis
Strategy Finder
Pick the client's objectives — stack multiple goals and the results narrow to records serving all of them (Provide income + Maximize charitable impact → the CRT). Results are a live filter over each record's goal tags, never a separately written list, so the Finder can never disagree with the Library.
Governance
Changelog
Every shipped version appends a dated entry. The filename carries the same version and date.