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II.Client · engagement

Hafnia Financial

The full engagement picture — portal, meetings, open work, contacts, and one-click actions, pulled live from Convex, your memory graph, the vault, and Linear.

Memory graph · live hafniafin.com hafnia-financial
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2
Open issues
23
Completed
3
Engagements
2
Contacts

Quick actions

Create work or prepare client comms. Client-facing messages are drafted and held for your approval — nothing goes out until you approve it.

Buttons marked draft queue a message for your approval — nothing is sent to the client until you click Approve & Sendbelow. Create task & Schedule act immediately (internal).

Drafts awaiting your approval

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Meeting notes & transcripts

Recent Fireflies → Obsidian meeting notes for Hafnia Financial. Expand a note to read it; tap Transcript for the full Fireflies recording.

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Key contacts

Sean Gelt
sean@hafniafin.com · +18589268708
Sean Gelt
CCO / Registered Investment Advisor Representative
Jan Gleisner
President / Investment Advisor Representative

Engagements & projects

hafnia-financialstarted
hafnia-financial
hafnia-financial-portal

Recent decisions & discoveries

Confirmed gabe s login details(2026-03-06)
Confirmed setup of seven agents on one device with multiple(2026-03-06)
Inability to edit entries in ui confirmed(2026-03-06)
Hafnia vercel transition(2026-04-09)
Dei signed contract financial terms(2026-04-11)
Convex notebooklm(2026-05-06)
Hafnia Financial Blog Articles
Service Offerings
Hafnia Financial Services
Content Lifecycle Workflow
Auto-Reboot Failsafes
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