Purpose-Driven Financial Planning & Investment Management

Integrating Human Design to help entrepreneurs build a legacy of impact and prosperity

  • Ready to finally know that you’re making the right financial decisions for your business, and experience the deep satisfaction that comes when you’re moving in the right direction with ease?

  • Ready to see the hard work you’ve put into building a business you love reflected in your personal wealth, and feel truly successful?

  • Ready to experience inner peace and safety when you look at your bank accounts, knowing you’re taking the right financial steps to achieve your vision?

  • Ready to see just how much impact you can have on the world around you and the causes that matter to your heart when you have more money to pour into those causes?

Are you ready to feel true inner peace when it comes to your financial picture?

All of this and more is possible for you when you decide to take the next step...

Welcome to X-Squared Wealth Planning, where we’re crafting financial legacies with purpose  

We do more than just financial advising. Our process is a supportive blend of Entrepreneurial Wealth Coaching, Fiduciary Financial Advising, and Investment Management. 

  • We help you see where you're holding yourself back financially, where you're allowing yourself to be underpaid (outstanding invoices anywhere?) and overwhelmed (working with more clients than you desire, at frequently discounted rates?), and empower you to make big shifts in your business and personal life.

    It's business coaching and life coaching centered around your relationship to yourself and your ability to create wealth. We also incorporate Human Design and Gene Keys wisdom into this process, making it even more unique to you!

  • Through Fiduciary Financial Planning we guide you to define your financial and life goals and dreams in a quantifiable way, first by discovering what it is that you truly want to experience in life. If you have a partner, we want to know what is important to each person so that we can truly map out your life in a way that matters to everyone involved.

    We go through a 5 step process to define your goals, understand your spending, understand your Human Design, review possibilities, and then finish up with a document that is a living, dynamic plan that grows along with you.

  • Investment Planning can only truly be done correctly once we know when and how you will need your money, after we’ve completed your financial plan. Then, we can match your investment plan to your financial plan, creating a portfolio that is uniquely built to accomplish your specific goals and dreams.

    And when you’re a business owner, your portfolio needs can be especially unique. We have the experience and expertise to help you plan for your immediate needs and long-term needs in a tax sensitive way, helping you create and fund the right accounts for you and your business.

We do the work in Entrepreneurial Wealth Coaching to shift your mindset and to truly know yourself through Human Design and Gene Keys exploration, which allows you to make sound financial decisions and implement the recommendations in your Financial Plan, and ultimately empowers you to reach your financial goals.

Meet Hannah Chapman


Hannah Chapman is a Certified Financial Planner (CFP®), Accredited Portfolio Management Advisor (APMA®), and Chartered Retirement Planning Counselor (CRPC®) with over 18 years of experience in the financial industry helping business owners and executives plan for and achieve their biggest financial goals and dreams. 

As the founder and CEO of X-squared Wealth Planning and Expansive CEO, Hannah is a champion for visionary entrepreneurs. She knows that visionaries can function at their highest capacity when they are supported by the right team of experts who can help lighten the mental, emotional, and spiritual load of building a business that will impact thousands and millions of others. 

Hannah blends the logical work of financial planning with the emotional and spiritual aspects of money, guiding entrepreneurs to clear old Money Stories and align with their highest potential through inner child healing and Human Design and Gene Keys exploration. She has been in her own Human Design experiment for nearly four years, and believes knowing yourself deeply is part of the path towards prosperity that lifts up the collective rather than just the individual. 

A published author and frequent contributor to Forbes, she is also the host of The Expansive CEO podcast and a sought-after speaker on financial empowerment and visionary leadership. 

FAQs

  • Initial investment for financial planning: Starts at $5,000 for the initial process and may be higher based on complexity. (The majority of this fee is expensible by business owners, talk with your CPA about your specific situation.)

    Monthly retainer for ongoing coaching and financial advice: Starts at $500 per month and may be higher based on complexity. (Also expensible for business owners, talk with your CPA about your specific situation.)

    Asset based fee for investment management:

    • 1.25% per year (billed monthly) for balances under $1,000,000

    • 1.15% for the balance between $1,000,001 to $3,000,000

    • 1.05% for the balance between $3,000,001 to $5,000,000

    • 0.95% for the balance between $5,000,001 to $10,000,000

    • 0.85% for the balance over $10,000,001

    Outside assets like real estate, outside retirement plans, business entities, private investments, etc. are always considered in your planning, and fiduciary advice on those assets is covered by the financial planning agreement (all clients must be on a financial planning retainer in addition to investment management).

  • We always start with an exploration call to determine if we are a good fit to work together. If we are a good fit, the Financial Planning Process always comes first.

    We specialize in working with visionary entrepreneurs. This usually means you are amazing at what you do, but need a little extra help in the areas that you’re not amazing at…like finances. After working with many visionaries just like you, we created a process that feels easy and supportive.

    We set a series of meetings to dive into each part of your financial life, business and personal, and to dive into your Human Design. Through those meetings, we’ll discover what you want to create in this lifetime, where you are right now, and create the roadmap to get you from point A to point B in a way that works for your unique situation.

    You’ll finish the process with a detailed plan that you can take to any financial advisor or implement yourself if you desire! But 99% of our clients hire us because they want an ongoing relationship with a heart-centered financial professional that really gets them. Once the plan is done, we are ready to implement together whether that’s through ongoing coaching and business building, investment management, or both.

  • Human Design is a self-discovery system that combines elements of astrology, the I Ching, Kabbalah, and quantum physics to reveal your unique energy blueprint and decision-making style. Gene Keys is a complementary framework that helps you explore your core gifts, challenges, and potential through a sequence of contemplative insights. At X-squared Wealth Planning, we integrate these tools into the financial planning process to align your decisions with your natural strengths, purpose, and values. This personalized approach empowers you to create wealth and prosperity in a way that feels authentic and fulfilling.

  • It depends on your situation. Most business owners prefer to meet monthly in order to keep the financial transformation going, and their business and personal finances on a steady track. It is not a requirement, however, and can be tailored to your specific needs.

    Some clients prefer to meet more often to receive more coaching. This is also negotiable and can be custom fit to your situation, and the monthly fee level will be reflective of that additional support.

  • We do not have a specific business niche, but rather an energetic niche. We do work with many service based business owners, but also have clients in manufacturing, restaurants, and other fields. The common thread between the companies that we work with is that the CEOs care deeply about the work that they do and the people they help, want to understand their relationship with money and heal from past trauma, and want to work with a financial advisor that cares deeply about their heart and who they are as a person.

  • No. There are no investment minimums to work with us at X-squared Wealth Planning. However, there is a minimum financial planning fee, so with that in mind, the work that we do requires business revenue, personal income, or current assets that are sufficient to cover the financial planning fees listed above without significant stress. This typically means you will have income of at least $100,000 after business expenses and includes businesses with revenue from multiple hundreds of thousands to multiple millions per year. If you are an executive or employee, you are likely making $150,000 per year or more.

    Financial Planning is always the first step in the process. And we believe that investment management follows from the financial planning process.

  • In plain terms, we:

    • Help business owners and entrepreneurs understand where their money is actually flowing in their personal life, business life, and after life (as in, estate planning!)

    • Once we know where everything is financially, and where it’s currently flowing, we create a financial plan to help put their assets and income to work in a way that will help them realize their life and business goals

    • Once we have that plan in place, we invest their money in the way that makes the most sense for their life and business

    • All along the way, we teach the concepts of Human Design and Gene Keys Prosperity Sequence that help them create more prosperity with more ease and joy in the journey

  • You can learn more about Hannah Chapman at:

  • How are X² Wealth Planning and Juncture Wealth Strategies, LLC connected?

    Hannah Chapman, CFP®, APMA®, CRPC® is a Senior Wealth Advisor at Juncture Wealth Strategies, LLC doing business as X² Wealth Planning. 

    What is Juncture all about and how do we work with clients?

    Juncture Wealth Strategies (Juncture) is a boutique investment firm with institutional resources, offering intelligent, independent investment management and wealth advocacy to high-net-worth clients. As an investment advisor, Juncture is flexible, innovative and independent, with a commitment to communicating with clients in a straightforward and direct way and serving their financial needs with intelligence, insight and transparency.

    We recognize that the world we live in is constantly changing. Right now, we’re in the midst of a paradigm shift, and the future holds both new opportunities and new risks. As advisors, we seek to actively manage those risks while also taking advantage of new opportunities for growth.

    Our clients are forward-looking and willing to embrace the new opportunities that this future will bring. They are constructive optimists with business sensibilities, as well as having an understanding of risk management and an entrepreneurial outlook, but they’re also discontented with the conventional Wall Street approach―they’re not satisfied with “business as usual” and have tried alternative investments in the past that didn’t meet their expectations. They’re looking for a new way forward. With our innovative investment strategies, holistic financial planning services and comprehensive wealth management, Juncture helps discerning clients manage and grow their wealth.

    Where can I find more information about Juncture Wealth Strategies, LLC?

    You can find information at Juncture Wealth Strategies, LLC's website.