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Empowering Visionary Entrepreneurs to Enjoy Life and Grow Wealth with 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®

Entrepreneurial Wealth Coach & Financial Advisor


What exactly is an Entrepreneurial Wealth Coach & Financial Advisor? How is that different from a financial coach, or a financial advisor? 

I grew up in a family of entrepreneurs: my parents, siblings, grandparents, and many of my aunts, uncles, and cousins are business owners. Growing up, I was even taken to the first Rich Dad, Poor Dad book tour seminar, learning all about the ability and responsibility we each have to create our own wealth story…while also learning from personal experience in my parent’s businesses that money is hard to make and hard to hold on to. Untangling that money relationship and moving past those money blocks allowed me to move into a place of spiritual abundance, which then allowed me to create powerful revenue momentum and financial abundance in my own business. And because of that work, I also see through the money stories that my fellow visionary business owners, just like you, hold on to as a way to keep playing smaller than you really are, empowering you to excavate those stories and walk through to greater prosperity for yourself, your businesses, and your community. 

That's the work of the Entrepreneurial Wealth Coach. Helping 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 empowering you to make big shifts in your business.

I've also been in the financial industry for more than 16 years and am a Certified Financial Planner (CFP®), Accredited Portfolio Management Advisor (APMA®), and Chartered Retirement Planning Counselor (CRPC®). The most important aspect of those designations is that I am a fiduciary for my clients, and always and only do what's in your best interest. During my first 14 years in the industry, I worked for a large broker-dealer...and I saw first-hand how profits were valued over people over and over again. At X2 Wealth Planning, people and relationships always come first. Understanding who you are and what you need in order to be financially empowered is always the primary driver for my work in the world.

That's the work of the Financial Advisor. Guiding you to define your goals and dreams in a quantifiable way, create the roadmap to achieving those goals, and then helping 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.

I've written for Forbes and am a published author, and speak frequently on how visionary entrepreneurs can Have it All. I'm also mom to three humans, one Labrador retriever, and lots of plants! When I'm not connecting with other beautiful humans and helping them create more prosperity in the world, you’ll find me hiking, bird watching, creating art, or obsessing over my plants. Connect with me below to find out if we're a good fit to work together.

How Will We Work Together?

Visionary entrepreneurs are different

And if you are that visionary, you feel it. The pull to create more. The drive to keep going even when things get hard. The spark of idea after idea that you have to follow.

But there's a dark side too. A secret that you keep. 

You've been striving so hard to build your business that your finances are a mess. You can't let on to your clients, your social followers, or your inner circle that you don't have your financial house in order. The video doesn't match the audio, but you don't know who to turn to for help.

And the bigger truth is that you're limiting your potential by not cleaning up your financial picture. You'll never be able to fully realize your vision if you're unwilling to face your finances head on.

There is a way to build your business and your personal wealth at the same time, 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. 

Why haven't you seen this before? Why haven't other financial advisors talked to you about your business? Because they don't know business. They don't understand entrepreneurs and your insatiable pull to create something bigger than yourself. They want to get your assets under management and sell you life insurance and call it a day. 

That model doesn't work for you. You need someone who will hold your biggest visions with you, and who will help you navigate the space between where you are now and where you want to go financially. Who can think in terms of abundance and creation, who can see your financial picture from 50,000 feet up, and who will help you make empowered and savvy financial decisions for your business and your personal life that make the most sense (and cents!) from a holistic perspective. 

How do I know this is right for me?

You've got multiple streams of income, whether that's from one business, several businesses, real estate holdings, franchising...and you have multiple six-figures of take-home income.

In other words, you have a lot of irons in the fire. When you think of a way to monetize something, you're on it. If you had a puzzle to represent your financial life, it would have 1,000 pieces...with some put together on the table, some that are still in the box, some on the floor...

Your revenue is scaling quickly in one or more areas...

And yet you aren't feeling that same level of scale in your cash reserves or in your personal wealth. You're spending money in your business, and finding ways to experience some pleasure in life, but deep down it doesn't feel safe or sustainable. You want to grow your business, enjoy your life, and know that you're making sound financial decisions from all perspectives.

You are ready to receive even more and make an even bigger impact on the world.

You dream of creating that foundation, donating to the cause that lights up your heart in a bigger way, building that center for the community that you love to support...and you know you need to start making a plan if those dreams are ever going to become a reality. 

This all sounds amazing, who wouldn't want that kind of support?

I create a very safe and loving container for clients to open up and transform their money stories and their financial future. But you have to be willing to go with me and look at why you are where you are financially so you can start making new decisions. If you already know everything there is to know about your money, we're not a good fit. If you're a DIY kind of investor and planner, we're not a good fit. And if you're always looking for the lowest cost option for advice, we're not a good fit. 

If that all resonates with you, keep reading to learn how it all works!

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 holistic 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 and your business(es). 

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 Entrepreneurial Wealth Coaching and financial advice

The annual retainer is for ongoing Entrepreneurial Wealth Coaching, 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 $12,000 with $11,500 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 $1,000 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.

Investment management fees are a combination between fees for day to day trading and portfolio building, and a sliding fee for strategy and implementation. As your accounts grow, the fee percentages lower. Only investments held in management by XWealth Planning are assessed an investment management fee.

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 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!

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