Your First Allworth Meeting: How to Prepare

At Allworth, we believe your money deserves every advantage. That’s why your first meeting with an Allworth advisor is more than just an introduction—it’s the gateway to a complete, personalized, and aligned approach to wealth planning.

To help you make the most of your upcoming appointment, we’ve outlined a few simple steps to prepare, reflect, and think strategically about the conversation ahead.

If any questions come up in the meantime, feel free to call us at 844-946-0514. Our team looks forward to meeting with you soon.

Step 1: Reflect on What Matters Most to You

Before we meet, take a few minutes to consider the following questions. There's no need to write anything down. Just having these thoughts top of mind can help shape a more focused, productive conversation, allowing us to tailor our guidance to fit your unique needs:

• What are the most important financial goals on your mind right now?
• Have there been any recent life changes—family, career, health—that could affect your financial picture?
• Are there specific questions, topics, or concerns you would like to discuss?
• What outcomes would make you feel more secure, empowered, or aligned with your financial future?
• Are there any documents—like spreadsheets, statements, or returns—that might provide useful context as we explore your goals?

Step 2: Consider What Your Wealth Strategy May Be Missing

Additionally, as you think about the kind of financial guidance you’re seeking, consider whether your current strategy truly reflects the complexity of your needs. This meeting is an opportunity to assess whether your financial approach matches the sophistication your wealth requires. For instance:

• Is your portfolio structured to help maximize tax efficiency across accounts and income sources?
• Have you explored strategic, multi-generational legacy planning to preserve and transfer wealth effectively?
• Do you have coordinated guidance across investment, tax, estate, and insurance planning—or are you piecing together advice from multiple sources?
• If you currently work with an advisor, are they identifying forward-thinking planning opportunities as your financial picture evolves?

Step 3: Experience What a Personal Wealth Conversation Delivers

When the time comes to meet with your Allworth advisor, the conversation is designed to be focused, insightful, and entirely about you.

We’ll begin by learning more about your goals, challenges, and current financial framework. From there, your advisor will walk you through our advanced planning strategies and in-house capabilities that may be most relevant to your situation. These can include:

• Exploration of strategic portfolio refinement and advanced investment options designed to unlock growth potential and tax efficiency

• Strategic guidance on Tax Alpha opportunities—like tax-loss harvesting, Roth conversions, and charitable giving—to help optimize after-tax wealth

• Approaches to estate planning and legacy transfer that can help preserve and transition wealth across generations

• Evaluation of insurance and risk exposure to help identify gaps and align coverage with your broader financial strategy

• Insights into retirement income planning aimed at supporting lifestyle needs and reducing tax impact

No sales pitch. No pressure. Just a thoughtful dialogue to help us understand how we can best support you with our tailored, full-circle approach.

By the end of our meeting, you’ll walk away with clarity.

Clarity on what’s working, what could be refined and optimized, and how a truly aligned, all-in-one financial strategy can help support the outcomes that matter most to you.