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Bespoke Financial Planning 

and Investment Management

For Visionary Entrepreneurs

Book a Free Intro Call

Are you ready to feel joyful about your financial picture?

  • 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?
  • To see the hard work you've put into building a business you love reflected in your personal wealth, and finally feel successful?
  • To experience inner peace and inner safety when you look at your bank accounts, knowing you're taking the right financial steps to achieve your vision? 

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

Book a Free Intro Call

How is X2 Wealth Planning different from other financial planning firms?  We do more than just financial advising. Our process is a supportive blend of Entrepreneurial Wealth Coaching and Fiduciary Financial Advising and Investment Management. 

Through Entrepreneurial Wealth Coaching 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.

Through Fiduciary Financial Advising and Investment management, we guide you to define your goals and dreams in a quantifiable way, create the roadmap to achieving those goals, and then help you to create the right accounts and choose the right investments for your unique circumstances.

We do the work in Entrepreneurial Wealth Coaching to shift your mindset, 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. Book a Free Intro Call if you're ready to find out how we can work together!

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