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Helping Women Business Owners Stop Stressing About Money so they can Build Wealth with Joy and Ease

Specializing in Wealth Advisory Services

that combine business strategy for multiple businesses and personal wealth building

SCHEDULE A CONSULTATION 

Simplify your life.

Build your Roadmap

We'll work together to uncover and identify the things that are most important to you in your business and your personal life, and then make a comprehensive plan to get you from where you are now to where you want to be. 

Start your Journey

Roadmap in hand, we're ready to start. I'll be your guide through the entire journey, helping you make the decisions that are right for you, and helping you avoid missteps along the way. You'll be confident knowing that you are on the right path.

Do your Best Work

And I'll do mine. I'll work with your CPA and other professionals on a regular basis so you won't worry about missing an opportunity. I'll hold your vision with you so that you have a partner helping you co-create your business and personal dreams. 

Take the Journey with Someone who Understands Where You've Been and Where You Want to Go

Business owners are in a league of their own. Your drive and passion for what you do sets you apart...


...And it also makes your financial situation much more complex than the average person.

You want your businesses to grow and be profitable. You want your employees to be rockstars and totally committed to your vision and company. You want your personal wealth to grow and you want to provide a beautiful life for your family. But how do you accomplish all of those things at the same time?

I created XWealth Planning because I have a deep desire to work with other independent, growth focused women, and I know from very personal experience how hard it can be to balance all of the needs of your businesses and your personal life. There is a way and I can help you get there. Your businesses can thrive and be profitable, while you also save and plan for your future and enjoy the here and now. Connect with me to explore how all of these things are possible for you.

Hannah Chapman, APMA®, CRPC® Photo Hannah Chapman, APMA®, CRPC® Hover Photo

Hannah Chapman, APMA®, CRPC®

Senior Wealth Advisor

Hannah.chapman@x2wealthplanning.com




I grew up in a family of entrepreneurs. My parents owned two small businesses when I was growing up and worked incredibly hard at both. While they had the strongest work ethic I've ever seen, they did not have a financial advisor helping them make their money work just as hard for them, and both businesses went under after struggling to survive through the Great Recession. Because of that very personal experience, I took my career as a wealth advisor and turned it into a way to guide other business owners to financial safety, freedom, and ultimately, to abundance that can change the world. I especially love working with other women entrepreneurs and am determined to change the way the financial services industry serves women.

In my free time, you can find me reading about personal growth, running/biking/hiking/weightlifting, or cuddling up and watching a good TV series with my husband. Our three kids keep us on our toes, and constantly remind us why we want and need to leave the world a better place than we found it. And I'm also at the stage of parenthood where every Disney movie makes me cry (why do they all have to be so sad?!). My big goals in life are to travel with my family to every continent to hike through mountain ranges and learn about different cultures, and build a business that makes a positive and significant impact on the world. I hope my journey will cross paths with yours one day.

Wealth planning should be about making your money align with your values

And at X2 Wealth Planning, it is.


You value growth and independence, and so do I. And as steadfastly as you’re there for your clients, I’m there for you in the exact same way.

I specialize in wealth advisory services, including personal wealth advising and business retirement plan implementation, for women owning two or more businesses. Your time is the most precious resource you have, and when you're running multiple businesses and have multiple income streams, things get complicated. I also know that creating space in life for the things you love is a priority, and make it a priority of my own to help you achieve the balance and joy in life that you so deeply desire.



How does it work?


We'll start with an Exploration Call to determine if we are a good fit to work together.

This is not a one time transaction after all. We'll talk about your goals and dreams, what you've done so far to save towards those goals, the health of your businesses and your goals for growth, and if my comprehensive planning process and an ongoing relationship is the right fit for you.

Moving forward together, we'll start with a plan.

It takes good data and a willingness to collaborate to make an accurate, actionable, and achievable financial plan. Once we gather all the details I'll start writing a plan tailored specifically to you. 

Once you have your roadmap, we'll implement it together.

I'm not going to create a plan for you and then turn you loose to figure out how to implement it on your own! We'll meet regularly to make sure you're staying on track to reach your goals, and we'll find the best investment options for you to make sure your assets are aligned with your plan. We'll also collaborate with your CPA, Bookkeeper, and any other professionals you need on a quarterly basis to make sure your business stays on a growth trajectory.

When things change, we'll adapt.

Life doesn't stand still, and there will be unexpected turns, forks in the road, and side journeys all along the way. As things change, our plan adapts and changes with them.


What does it cost?


Annual retainer for ongoing financial planning

You'll pay an annual retainer for ongoing financial planning work, collaboration with other professionals, and regular meetings to review your investment portfolio and progress towards your goals.

Investment management 

You'll pay a percentage of assets managed each month for investment management, varying depending on the types of investments and how they are managed. No matter what we choose, my team and I will provide consistent, ongoing investment monitoring tailored to your specific goals and needs.

Fee only advice means no conflicts of interest

As a Registered Investment Advisor (RIA) I am a fiduciary in every aspect of our relationship. I will always and only do what's in your best interest. 


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



Hannah Chapman, APMA®, CRPC® is a Senior Wealth Advisor at Juncture Wealth Strategies, LLC doing business as X² Wealth Planning (there, done with the technical jargon!). 

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. 



Juncture Wealth Strategies, LLC is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Juncture Wealth Strategies, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Juncture Wealth Strategies, LLC unless a client service agreement is in place.


Markets Fluctuate and Plans Change.

I'll Help You Stay The Course.

How will we work together?

As a fiduciary, I am required to do what's in your best interest, at all times, no matter what. I want you to reach your goals and live the life you dream about, but the path won't always be easy to navigate. That's where having a plan that's right for you makes the difference.

I am a firm believer that anything is possible, and any challenges that come up along the way simply exist to guide us in the right direction. By making an accurate, actionable, and achievable financial plan you’ll be able to overcome financial issues and obstacles with confidence. 

Whether you've got a long career ahead of you or you've already retired, identifying your goals and needs will help you figure out how to use your resources in the best way possible. We'll look at your whole financial picture when we sit down together so that I can help you make a plan that will make the most of what you've got. 

Financial planning work involves:


Identifying Goals and Needs
We'll have conversations to identify what's most important to you, and then gather all the data we need to lay out your whole financial picture in one place.

Creating a Roadmap
Next, we'll create a plan that will pull all of those pieces together and show you how your assets and income can help you achieve all of your goals. 

Monitoring and Tracking Over Time
We'll implement your plan and monitor your progress over time to make sure you stay on track to reach your goals.

After talking through your goals, dreams, and tolerance for market ups and downs (risk tolerance), we'll work together to craft an investment portfolio uniquely tailored to your needs. Then, my investment team and I will actively monitor and manage your wealth so that you can focus your energy on accomplishing your goals. 

When you work with me, we will:


Identify Your Short- and Long-Term Goals
As these goals change, we’ll adjust our approach to make sure your money is aligned with when and how you'll need to use it.  

Determine Your Risk Tolerance
Through a series of questions, we’ll figure out the amount of risk you're willing to take to achieve your goals and invest your assets accordingly. 

Find the Investment Solutions that are Right for You
Investment planning isn't one-size-fits all. We'll take everything we learn from doing your Financial Plan into account when putting your investment plan together so that your investments line up with your goal planning and tax planning needs.  

When you make money you have to pay taxes. There's no way around that simple fact. But you can make a strategic plan to take advantage of all the deductions and credits available to you, and stop paying more taxes than you need to each year.

Reduce your tax burden while adding to your account balances 

I can help you identify the tax-saving approaches that apply to your situation. I'll also collaborate with your Tax Professional or CPA throughout the year to make sure you're taking advantage of everything that's available to you, not just when it’s time to prepare your return when it may be too late to implement some solutions.

Do you know what tax-reducing strategies are available to you?

If you’re like most people, your taxes represent one of your largest annual expenses, but more often than not, little or no planning is done to minimize your tax bill. Careful tax preparation and planning can free up money that you can use to achieve your goals, rather than sending more money than necessary to the IRS every year.

Let's Start a Conversation

While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with me.

To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish both in the next few years and further down the road? I look forward to talking with you!


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