The plan seems more like...
Conquer Lys --> Annex Myr --> Conquer Pentos --> Personal Union Braavos --> Personal Union Volantis --> Lorath liable to follow under favorable terms following economic pressure from multiple fronts
| Qohor Assessed | Military Build-up | Dragon Orb Secured | Qohor Intrigue Advanced | Further Build-up | Allies Gathered for assault on more dangerous enemy, Tiamat.
At this point, strategically the Lannisters would be growing their most desperate, but resources set aside to deter attack from them would prove sufficient, and the damage they can do is not greater than our ability to mitigate regardless.
Tiamat has basically been free to operate and prepare, and has more than enough intelligence gathering capabilities to assess our intentions and realize the last opportunity she has to strike at us is when we are busy in Westeros.
So we don't really have a choice, we are operating in an informational blackout here. Our two real options aren't, as some have suggested 1) Invade Westeros at this point or 2) Attack Blackfyre/Tiamat conspiracy.
It is 1) Develop Intelligence Network and theater level defenses across the breadth of our new borders (I.E consolidate, which allows the enemy to dig in similarly.
or
2) Accept a clash as inevitable at this point and gather allies for a final assault on Tiamat's main foothold on the plane.
The Lannisters, if they go full-on during this period of inattention, have enemies closer to home and thus more to distract them if they press too hard. Tiamat has no such impediments
Just as we have increased the timescale of action in the face of our enemies escalating further, every time we advance our schedule ahead of previous expectations, our enemies grow more desperate to check our progress, as has been demonstrated recently, and fantastically painting the picture of that desperation in that, what to an enemy faction seemed a well developed and resource heavy intrigue was countered and collapsed almost to the source in a single afternoon trivially upon getting it in our sights.
We have more mindblanks muddling things now, but the general picture painted by our 'rhythm' so to speak and how the map will be painted should be easy to read. It may just be a possible future, but before it was just one of hundreds or thousands of possible short-term futures. With the pace we have been acting on, and the complicity of so many major world figures, that has narrowed down more and more to mere dozens, if that, and every time we advance one of our objectives and achieve a goal, the possibilities become more narrow, until the shadow of Then becomes more fixed, especially since increasingly the only way to disrupt that fixed possibility is killing Viserys or otherwise creating a quagmire for him to sort through.
We have sidestepped several quagmires neatly through a combination of ingenuity and sheer competence (mixed with similar incompetence of others). But neither side has been engaged in a war to the knife, either, and as the day closes to our final ascension, the likelihood of another side going all out attack first before we ride the sheer inertia behind our cause to its final conclusion becomes all but assured.