Authors
Garrett Gunderson
Founding advisor and ambassador to X1 Wealth.
By X1 Wealth · Updated Jan 20, 2026
Next steps
See what coordinated planning looks like
Open a watermarked Family Office Blueprint sample, then get one useful weekly note on turning financial information into decisions.
See the Family Office Blueprint
Get the watermarked sample now, plus one short weekly brief on keeping accounts, entities, and advisors connected. No spam. Unsubscribe anytime.
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.