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Empowering Visionary Entrepreneurs

to Enjoy Life and Grow Wealth

with Ease

Book an Exploration 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 an Exploration Call

How Will We Work Together?

Visionary entrepreneurs are different

And 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 you've left your finances unchecked. You have no idea what your true expenses look like, and you haven't been paying yourself regularly even though you make it a priority to pay everyone else in full, on time. 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 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. Who can think in terms of abundance and creation, who can see your entire financial picture, and who will help you make empowered and savvy financial decisions for your business and your personal life, and make it feel easy along the way. 

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 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 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!

Book an Exploration Call

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.

Book an Exploration Call

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 $15,000 with $14,500 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 $1,500 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 me 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. 

Book an Exploration Call

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.

Take The Journey With Someone Who Understands You

How is XWealth Planning different from other financial planning firms?  We do more than just financial advising.

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 learning all about the ability and responsibility we each have to create our own wealth story…while also learning through my parent’s businesses that money is hard to make and hard to hold on to. It wasn't until I acknowledged, accepted, and healed those money blocks that I was able 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 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 in our work together.

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. Book an Exploration Call if you're ready to find out how we can work together!

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

Hannah Chapman, CFP®, APMA®, CRPC®

Entrepreneurial Wealth Coach & Financial Advisor


Hannah Chapman is a Certified Financial Planner (CFP®), Accredited Portfolio Management Advisor (APMA®), and Chartered Retirement Planning Counselor (CRPC®) with over 16 years of experience in the financial industry helping business owners and executives plan for and achieve their biggest financial goals and dreams. 

But even more than that, she is a champion for visionary entrepreneurs. She knows that visionaries can function at their highest capacity when they are supported by the right team of experts who can help lighten the mental, emotional, and spiritual load of building a business that will impact thousands and millions of others. 

Hannah speaks frequently about how entrepreneurs can Have it All without doing it all, and build a business that they absolutely love while earning an abundant income. She's a published author and frequent contributor to Forbes, and an expert on blending the logical work of money with the emotional and spiritual aspects of financial decision making. 

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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