• A Unique Approach to Financial Planning

    Financial planning is deeply personal, and at X-squared Wealth Planning, we approach it that way. Blending traditional planning pillars like retirement planning, estate planning, insurance planning, and others with transformative tools like Human Design and Gene Keys, we go beyond the numbers. Our process helps you gain insight into your relationship with money, unlock your unique strengths, and make aligned decisions that resonate with who you truly are.

    We look at the logical and practical sides of financial planning with the importance that they require, while also putting an equal amount of importance on the emotional and spiritual sides of money and financial decision making. Because how you feel about your money directly impacts your decision making process.

    Led by Hannah Chapman, CFP®, APMA®, CRPC®, a fiduciary advisor with more than 18 years of experience in financial planning, our firm specializes in holistic financial planning for business owners and entrepreneurs who aspire to create prosperity not only for themselves but for their families, communities, and the causes that matter most to their hearts.

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  • Investment Planning Tailored To Your Needs

    At X-squared Wealth Planning, investment management is about aligning your portfolio with your goals, values, and the future you envision. As an independent firm, we have the flexibility to select the right investments and accounts tailored precisely to your needs. Every recommendation is carefully crafted to support your financial well-being, growth, and long-term peace of mind.

    With Hannah Chapman, CFP®, APMA®, CRPC®, as your fiduciary financial advisor, and a team of Chartered Financial Analysts (CFAs) behind every decision, you can be confident that your investments are guided by expertise and integrity. As fiduciaries, we prioritize your best interests above all else, making objective recommendations designed to help you reach your aspirations.

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  • Business Coaching for Purpose-Driven Entrepreneurs

    At X-squared Wealth Planning, we understand that thriving in business is about more than just the numbers—it’s about aligning your professional path with your personal vision and values. That’s why, in addition to financial planning, Hannah incorporates business coaching including Human Design and Gene Keys to help you lead with purpose and grow your enterprise with intention.

    With Hannah’s guidance, you’ll uncover insights that empower you to build a business that not only supports your financial goals but also fulfills your aspirations for meaningful impact. Combining her financial expertise with a coaching approach, Hannah helps you develop clarity, resilience, and strategies to overcome challenges, scale effectively, and stay aligned with your mission.

    Whether you’re looking to strengthen your leadership, make decisions that reflect your values, or achieve greater balance between your business and personal life, Hannah’s business coaching brings a unique depth to your financial journey.

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What else is part of the financial planning process?

  • We understand that a thriving business starts with strong financial foundations. We help business owners optimize their financial strategies, from cash flow management to tax efficiency and business succession planning. Our approach ensures that your business is positioned for long-term success, allowing you to focus on what you do best.

  • At X-squared Wealth Planning, tax planning is about aligning your strategy with your values and financial goals, empowering you to keep more of your wealth to support your vision. We help you uncover tax-saving opportunities that seamlessly integrate with your financial plan. From optimizing retirement contributions to structuring income and charitable giving, our proactive approach maximizes your resources, so you can focus on what matters most.

  • Retirement planning is about creating a future that reflects your values and dreams. We design a tailored retirement strategy that supports your desired lifestyle, financial peace, and long-term security. From investment growth to income sustainability, our approach helps you retire with confidence and live the life you’ve envisioned.

  • We believe that there are many ways to plan for education. We develop customized strategies to help you fund educational goals with confidence, whether for your children, grandchildren, or yourself. From selecting tax-advantaged accounts to maximizing growth opportunities, our approach ensures that you’re prepared to support the educational aspirations that matter most to you.

  • We take a thoughtful approach to insurance planning, ensuring that you and your loved ones are protected from life’s uncertainties. We help you select the right coverage for your unique needs, balancing cost-effectiveness with comprehensive protection. Whether for life, disability, or long-term care insurance, our strategy provides peace of mind, knowing you’re safeguarded for the future.

  • We guide you through the complexities of estate planning to ensure your legacy is preserved and passed on according to your wishes. We help you create a plan that minimizes taxes, avoids probate, and provides for your loved ones. Our comprehensive approach gives you peace of mind, knowing your values and assets are protected for future generations.

  • We help you create a charitable giving strategy that aligns with your values and maximizes your impact. We design tax-efficient approaches to philanthropy that support the causes you care about most. Whether through direct donations, planned giving, or charitable trusts, we ensure your generosity leaves a lasting legacy.

  • We integrate Human Design into your financial planning to help you make decisions that align with your true nature. By understanding your unique energy blueprint, we tailor strategies that resonate with your strengths and purpose, empowering you to create a financial future that feels authentic and fulfilling. This holistic approach supports not only your wealth but your personal growth and well-being.

  • We incorporate the Gene Keys Prosperity Sequence to help you unlock your unique path to abundance. This transformative approach guides you in understanding your core gifts, challenges, and potential, creating a harmonious flow of wealth that aligns with your purpose. By integrating this wisdom with your financial plan, we empower you to cultivate true prosperity in every aspect of your life.