2024 Tax Return
Life Insurance
Estate Plan
DOC
LLC Operating
Investment Stmt
Property Deed
Your life insurance policy expires in 23 days. Review and renew to maintain coverage.
Based on your tax returns, S-Corp election could save $12,400/year in self-employment tax.
Discover your highest-impact financial opportunities—and get clear strategies to act on them.
High earners often feel overwhelmed by financial complexity. X1 Wealth members typically identify $8,000-$24,000/year in tax optimization opportunities using our AI-powered analysis tools.
Founding Member spots are limited.
Insurance policies in email, estate plan in a drawer, tax returns somewhere in Google Drive. When you need something important, you can't find it.
You've paid for tax prep. Now get a second opinion on opportunities: missed deductions, S-Corp timing, strategy gaps. Come to your next CPA meeting prepared.
Your accountant says 'take a reasonable salary' but what's reasonable? Too low triggers IRS scrutiny. Too high means overpaying taxes.
Stop paying for features you'll never use. These three core capabilities handle 90% of what high earners actually need.
Keep all your important financial documents in one encrypted location. Smart AI reminders ensure you never miss renewals, deadlines, or policy expirations.
Upload documents, ask strategic questions, get instant analysis. Your financial command center—specific insights, not generic advice.
Generate personalized wealth-building playbooks with AI. Identify S-Corp savings, optimize tax strategies, and discover opportunities specific to your situation.
Most people pay highest-interest debt first. But the Cash Flow Index reveals which debts trap your cash flow. Lower CFI = higher priority.
Credit Card
$5,000 / $250/mo
Car Loan
$15,000 / $400/mo
Mortgage
$300,000 / $2,000/mo
Add New Debt
CFI = 5,000 ÷ 250 = 20
CFI = 15,000 ÷ 400 = 37.5
CFI = 300,000 ÷ 2,000 = 150
💡 Insight
Pay off Credit Card first. Each $1 paid frees up more monthly cash flow than paying your other debts.
This is just one of 10+ financial tools available to X1 members.
S-Corp election lets you split income into salary (taxed) and distributions (not subject to self-employment tax). See your estimated annual savings.
Estimated Annual Tax Savings
per year
Suggested Salary
$93,000
Distributions (No SE Tax)
$57,000
This is a simplified estimate based on avoiding self-employment tax. Actual savings depend on your state, industry, reasonable compensation analysis, and other factors. The full X1 S-Corp Optimizer provides X1-analyzed salary recommendations with IRS compliance considerations.
Get AI-powered salary recommendations that withstand IRS scrutiny.
These advanced AI capabilities go beyond basic tools. Upload your actual documents and get specific, actionable insights.
Upload 1-3 years of tax returns. Our AI identifies specific optimization opportunities with dollar estimates and CPA conversation starters.
Members find $12,000+ in average missed deductions
Upload your estate planning documents. AI analyzes for gaps, inconsistencies, and opportunities you may have missed.
Catches 3-5 critical issues per review on average
Available with X1 Wealth membership. No commitment required to join waitlist.
Mat has an eye for what's coming next and the entrepreneurial chops to turn emerging trends into real wealth opportunities. He's built his career on spotting the intersection where innovation meets income—and helping others capitalize on it.
Jex is the detail-obsessed strategist who turns big ideas into smooth-running reality. She's all about finding the elegant solution—the one that maximizes impact while minimizing friction. If there's a more efficient way to get something done, she'll find it.
"I've spent years teaching people how to build real wealth. X1 takes those time-tested concepts and pairs them with modern technology—now we can help people implement sound financial strategies more efficiently than ever before."
The next wave of wealth-building strategies is here—personalized, actionable, and waiting for you.
Multiply your potential, exponentially.
