Creating financial clarity for abundance minded multi-business households so they can build wealth with Joy ✨ and Ease ✨
🍃 X² Wealth Planning is a fee-only Registered Investment Advisory firm (RIA), and as a wealth advisor and a fiduciary, I only and always do what's in the best interest of my clients.
Who do I work with?
🍃 Abundance Minded Entrepreneurs in multi-business households who want to stop stressing about money and start building wealth joyfully now and for the future.
🍃 Entrepreneurs who are changing the game in their industry, challenging norms, and constantly looking for ways to grow.
🍃 Entrepreneurs who are creative, kind, determined, and passionate about leaving the world better than they found it.
How do I make your life better?
🍃 Bottom line: I take all of your financial stress off your plate. Building wealth is easy once you have a system in place and a guide who will be with you every step of the way. YOU DON'T HAVE TO KNOW IT ALL, you just have to do what you are best at and delegate the rest to someone you can trust!
💥 Connect with me directly by going to https://x2wealthplanning.com/connect 💥
Hannah Chapman is an investment advisory representative of Juncture Wealth Strategies, LLC. 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.
Company Details
- Employees
- 1
- Founded
- -
- Address
- West Chester , Oh 45069, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.x2wealthplanning.com
- Keywords
- Financial Planning, Wealth Planning, Financial Planning for Women, Retirement Planning, Investment Planning, Tax Planning, Executive Compensation, Stock Options, Education Funding, Financial Planning for Business Owners, Income Generation Planning in Retirement, Collaborative Planning with Other Professionals, Social Security Analysis, Financial Planning for Attorneys.
- HQ
- West Chester , OH
X² Wealth Planning Questions
X² Wealth Planning's website is http://www.x2wealthplanning.com
X² Wealth Planning's LinkedIn profile is https://www.linkedin.com/company/x%C2%B2-wealth-planning
X² Wealth Planning has
1 employees.
View email and phone details for 1
employees at X² Wealth Planning.
X² Wealth Planning's industry is
Financial Services
X² Wealth Planning's top competitors are
Warriorsage Academy,
Wealth Planning Network 1, Inc,
Pathmark Fabrication,
Central Kansas Metalworks Llc,
The Insight Studio,
The Meetguide,
Know My Plan,
Wealth Planning Center,
The Retail Tea Break Podcast,
Wealth Planning Foundation.
X² Wealth Planning's categories are Financial Services
X² Wealth Planning's founding year is 2021
