One upcoming meeting

Start with one real household.

Tell us about one client question and the meeting or deadline ahead. An X1 team member will reply to discuss the scope, any fees, and the information needed. Submit a general description here, without client names or documents.

Choose a meeting or decision

Start with an upcoming review, transition, prospect meeting, or planning question that matters now.

Agree on the work first

After we agree on scope and how to share securely, provide only the material your firm is authorized to use.

Review the prepared work

Your team decides whether the review stays internal, is presented in the meeting, or is shared under your firm's brand.

Clear scope

One household and a specific question. Your firm reviews the work before using it with a client. Applying does not commit you to a practice-wide rollout.

One real client situation

Discuss a one-household pilot

Tell us what is happening and when it matters. You do not need to name the household yet.

First name

Last name

Work email

Phone (optional)

Firm name

Primary role

The case

What is happening?

When is the meeting or decision?

Exact date (optional)

What needs to be understood before the meeting?

Describe the question, uncertainty, or decision that deserves meeting time.

What context does your team already have?

Who can approve the prepared review?

For advisor-led work, an authorized person at the firm approves anything client-facing.

Anything else we should know? (optional)

What first pointed you to X1? (optional)

This helps us understand which recommendations are sending advisors to X1.

Do not include account numbers, Social Security numbers, passwords, or client names in this form. We will establish the secure handoff after confirming the case.