Authors
Garrett Gunderson
Founding advisor and ambassador to X1 Wealth.
By X1 Wealth · Updated Jan 20, 2026
Your financial life goes beyond one question.
X1 is an AI family office for complex households. Bring your accounts, businesses, properties, and the people you rely on into one picture. Start with what matters to your family.
Jex Musa
Cofounder and owner of X1 Wealth.
Financial advisor client onboarding checklist: what to gather, share, and expect (2026)
A dual-perspective onboarding checklist for advisors and clients. Tiered by complexity: W-2 employees, business owners, and multi-entity households. Documents, timelines, and coordination.