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 your meeting, 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 your advisor to tailor their guidance to fit your unique needs:

• What are the most important financial goals on your mind right now?
• 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?

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?
• Do you have coordinated guidance across investment, tax, estate, and insurance planning—or are you piecing together advice from multiple sources?

Step 3: Experience What a Personal Wealth Conversation Delivers

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

Your advisor will begin by learning more about your goals, challenges, and current financial framework. From there, you'll walk through Allworth's sophisticated planning strategies and in-house capabilities—from investment management to tax planning, legacy planning to insurance—that may be most relevant to your situation. For example:

• Exploration of strategic portfolio refinement to unlock growth potential and tax efficiency, including Tax Alpha opportunities (such as tax-loss harvesting, Roth conversions, and charitable giving)

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

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

No sales pitch. No pressure. By the end of your meeting, you’ll walk away with clarity: clarity on what’s working, what could be refined, and how a truly aligned, all-in-one wealth strategy can support the outcomes that matter most to you.