Advisor Packet
What it is, why it speeds decisions, and how to use it with your existing professionals.
Updated: 2026-01-14
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.
Key takeaways
- A packet shifts the meeting from recap to decisions.
- Source-linked documents prevent back-and-forth.
- Clear requests make the advisor response faster and sharper.
What an Advisor Packet includes
- A concise snapshot of accounts and entities
- Document references with source and as-of dates
- Decision context and open questions
- A clear request list for the advisor
Decision checklist
- Do you want your advisor to review specific documents before the meeting?
- Do you need a one-page summary for a spouse or partner?
- Are there decisions that should be tracked for follow-up?
Questions to ask your advisor
- What should we include so you can give a faster, higher-quality answer?
- Which documents are missing or out of date?
- Do you want this monthly, quarterly, or before major events?
Related tools
Next step
If you want to see how this works inside X1, explore X1 Features.
Compliance note
This guide is for planning and coordination only. It does not provide legal, tax, or investment advice. Confirm decisions with your advisor.
