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Empowering Visionary Entrepreneurs To Build Wealth With Joy And Ease



Stop Worrying About Your Finances.

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 You

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

Hannah Chapman, CFP®, APMA®, CRPC®

Founder and Wealth Advisor


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 anyone 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, tending to my plants, creating art, 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.

How Will We Work Together?

Entrepreneurs are in a league of their own. 

And owning a business also makes your financial situation much more complex than the average person.

You want your businesses to grow and be profitable, 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?

There is a way and I can help you get there. Your business 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!

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 financial coaching and consulting 

The annual retainer is for ongoing financial planning work, collaboration with other professionals, and regular meetings to review your business income, investment portfolio, and progress towards your goals. There is an initial investment for financial planning, and a monthly retainer thereafter. The minimum initial cost is $3,000 with $2,500 considered a business consulting expense (deductible by the business) and $500 being a personal financial planning expense (not deductible by the business). The minimum monthly retainer thereafter is $500 per month. Always consult with your tax advisor about specifics of deductibility.

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. There is not a specific asset minimum to work with Hannah like there is at other firms, rather it's a consideration of your business and personal cash flow and ability to build wealth going forward.

Being a fiduciary means no conflicts of interest

As a Certified Financial Planner Professional (CFP®) 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, CFP®, 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.

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 work together.

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!

Download the Guide Today

Light Up Your Desires

Before you can ever build a business or a life that you love... 

...you have to take time to consider who you desire to Be, what you desire to Do, and what you desire to Have in both business and life. 

Then, and only then, can you start building the roadmap to get you from where you are now to where you desire to be.

Download the Light Up Your Desires in Business & Life Journal now to get started on your journey to building abundant wealth that makes a difference in your life and business!

Write "Send me the guide!" in the message box and it will be emailed to you shortly!

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