diff --git a/areas/maintenance/family_habits.md b/areas/maintenance/family_habits.md
index f85f941..eead729 100644
--- a/areas/maintenance/family_habits.md
+++ b/areas/maintenance/family_habits.md
@@ -36,6 +36,11 @@ Tags: [areas, maintenance, habits, family, sleep, reading]
 | 2026-06-04 | Thursday |  |  |
 | 2026-06-05 | Friday |  |  |
 
+### Week of 2026-06-15
+| Date | Day | 8:00 PM Silent Reading | Notes |
+|---|---|---|---|
+| 2026-06-16 | Tuesday | ➖ | Family started the 8:00 PM routine: living room, 3–5 audio Bible chapters, short talk, prayer, then quiet reading until bed. |
+
 ## Notes
 - Goal is consistency over perfection.
 - If missed, restart the next day without penalty.
diff --git a/areas/maintenance/household_admin_tasks.md b/areas/maintenance/household_admin_tasks.md
index 9d0b678..b1bd423 100644
--- a/areas/maintenance/household_admin_tasks.md
+++ b/areas/maintenance/household_admin_tasks.md
@@ -16,7 +16,8 @@ Tags: [areas, maintenance, household, admin, tasks]
 - [x] Saints of Florida Homeschool P.E. 2026–2027 registration info saved for reference only ($82; 954-646-6903). No action needed unless requested. (Captured 2026-05-26; updated 2026-05-29)
 - [x] June 10: Pick up the kids from school and take them to piano class. (Captured 2026-05-27, A Reyna; covered/confirmed 2026-06-15)
 - [x] Verify and pay AccoladeCare overdue balance ($6.85) if valid. (Captured 2026-05-26 photo scan; paid 2026-05-29)
-- [ ] Attend financial advisor appointment with James Phillips (Tue, Jun 16, 2026, 11:00 AM–1:00 PM ET, RingCentral Meeting ID: 321722788). (Captured 2026-05-27, A Reyna)
+- [x] Attend financial advisor appointment with James Phillips (Tue, Jun 16, 2026, 11:00 AM–1:00 PM ET, RingCentral Meeting ID: 321722788). Went well; follow-up in-person session scheduled. (Captured 2026-05-27, completed/updated 2026-06-16, A Reyna)
+- [ ] Attend in-person financial planning session with James Phillips on Saturday, July 11, 2026, 11:00 AM–2:00 PM ET (3 hours). Location/details TBD. (Captured 2026-06-16, A Reyna)
 - [ ] Fridge warranty/service appointment booked for Wednesday, June 17, 2026, 8:00 AM–4:00 PM. Whirlpool appliance, model WRS325SDHZ13, serial HRE3403608, service job SWPV64ED5019-1. Provider: Wsvc Brandt's Appliance Serv, 4415 77th St, Vero Beach, FL, +1 (772) 562-5759. Email confirmation expected. (Captured 2026-06-15, A Reyna)
 - [ ] Verify Neptune flood insurance autopay processed for $870.23 and coverage renewed for 220 Emerald after July 22, 2026. Renewal policy TNF4366115; expiring policy TNF4093986; premium notice invoice 1821199; coverage through August 21, 2027. See [[220_emerald_flood_insurance]]. (Captured 2026-06-15, A Reyna)
 - [x] Automate weekday 8:30 PM reminder: read a book, relax, sleep. (Captured 2026-05-27, A Reyna; Hermes cron created 2026-05-29)
diff --git a/resources/contacts.md b/resources/contacts.md
index 761370b..a8f74d5 100644
--- a/resources/contacts.md
+++ b/resources/contacts.md
@@ -29,10 +29,11 @@ This file tracks frequent contacts and people connected with the Reyna family, e
   - **Fax**: `772-464-2446`
   - **Website**: `www.entaaf.com`
   - **Audiologist (report)**: Michele Phillips, Au.D.
-- **James Phillips (Financial Advisor appointment)**
-  - **Meeting window**: Tue, Jun 16, 2026, 11:00 AM–1:00 PM ET
-  - **Join URL**: `https://meetings.ringcentral.com/join`
-  - **Meeting ID**: `321722788`
+- **James Phillips (Financial Advisor)**
+  - **Initial appointment**: Tue, Jun 16, 2026, 11:00 AM–1:00 PM ET; went well.
+  - **Follow-up session**: In person, Sat, Jul 11, 2026, 11:00 AM–2:00 PM ET (3 hours); location/details TBD.
+  - **Original Join URL**: `https://meetings.ringcentral.com/join`
+  - **Original Meeting ID**: `321722788`
   - **Invite emails**: `gillespie.alicia@gmail.com`, `aeroreyna@gmail.com`
 - **El Rey Barbershop 2 (Fort Pierce)**: `772-448-8495`
   - **Address**: 4969 US-1 S, Fort Pierce, FL 34982