What is an Advisor Packet?

A concise pre-meeting briefing that includes key documents, decision context, and the specific questions you want answered. It helps the advisor prepare before the meeting.

Why does an Advisor Packet improve outcomes?

It reduces recap time, gives advisors clean context, and makes the meeting about tradeoffs and decisions instead of information gathering.

How often should I send an Advisor Packet?

At minimum before major meetings or decisions. Some families send quarterly or before any tax or estate review.

Advisor Packet | X1 Resources

What it is, why it speeds decisions, and how to use it with your existing professionals.

Most advisor meetings start with a recap. That is where time and momentum die. An Advisor Packet flips the order: it puts context and documents in front of your advisor before the meeting so the meeting can focus on decisions.

Priority consideration: give your advisor a clean, current briefing so the meeting starts with decisions, not data gathering.

Why it matters: most delays happen before the meeting. A packet compresses prep time and keeps the conversation focused on tradeoffs.