Household Readiness
Now and next
Review changes, unfinished work, and what the next 90 days require across the household information you have added to X1.
Date found → source checked → entity named → next move made clear
Explore Household ReadinessWhat’s been sitting on your financial to-do list?
A trust to understand, a tax question to investigate, or paperwork to organize before a decision. Choose the job below to see what X1 needs and what you get back.
Bring the picture together
Accounts, documents, people, and entities.
See what needs attention
What changed, what is missing, and why it matters.
Review before sharing
You choose what to share and who can see it.
Keep the outcome
The answer stays with the question and its supporting files.
Choose the work you need help with.
Each capability has a distinct job. They share your household information, so you can carry the context from one question to the next.
Ask X1
Questions about your records
Ask a financial question in plain language. X1 answers from the record you connected and names what it cannot verify.
Question asked → record checked → sources shown
Explore Ask X1Vault
Find and share paperwork
Turn scattered documents into usable facts, missing-item checks, and controlled packets for the people you trust.
Find important details and check them against the original.
Explore VaultPlay Builder
Options and questions
Surface options that fit your situation, then prepare the questions and context for the professional who will advise.
Explore possible options and questions for your professional.
Explore Play BuilderTax Review
CPA preparation
Read returns across years, retain the evidence behind each finding, and arrive at the CPA meeting with specific questions.
Returns compared → questions prioritized → CPA reviews
Explore Tax ReviewEstate Plan Review
Attorney preparation
Understand what your documents say today, spot questions created by life changes, and prepare a cited packet for your attorney.
Documents reviewed → questions cited → attorney confirms
Explore Estate Plan ReviewFamily Governance
Shared decision rules
Put values, roles, and decision rules into words the family and its professionals can use when choices get difficult.
Values named → rules agreed → decisions remembered
Explore Family GovernanceLiquidity & Cash Flow
Debt and monthly cash flow
Compare debt balances and payments to see how much monthly cash a full payoff would release.
Balances entered → monthly payments compared → tradeoffs reviewed
Explore Liquidity & Cash FlowThe household keeps the context. The professional gets a better starting point.
X1 prepares the evidence and the open question. You confirm what is shared and with whom. Your advisor, CPA, or attorney brings the judgment.
For professionalsStart with your household.
Connect an account, add a document, or explore X1 first.