Write a new-client welcome sequence

I work in marketing at a financial advice firm. Help me write a welcome sequence for new clients.

Context: A new client has just received a client agreement and fee disclosure they may only have skimmed. They want to know who looks after them, what paperwork is coming and when advice will arrive.

Before you start, ask me for anything missing from this list:
- What happens in a client's first month with us
- Who they will deal with
- What we need from them and when

Then:
1. Plan three or four emails across the first month.
2. Give each email one job.
3. Say plainly what happens next and who to contact.
4. Keep each under 150 words.

Give me:
- A one-line plan for the sequence
- Each email with subject line and send day

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general financial information only. Never write anything that reads as a personal recommendation, and never suggest that a return, a saving or an outcome is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else our compliance officer or whoever approves our financial promotions should see:
- That nothing contradicts the client agreement or the fees already disclosed
- Named contacts and their roles, stated correctly
- How to raise a concern, as your complaints procedure states it