X2 Wealth Planning

X2 Wealth Planning

金融服务

West Chester ,OH 144 位关注者

Creating Financial Clarity for Abundance Minded Multi-Business Households So They Can Build Wealth with Joy ? and Ease ?

关于我们

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.

网站
https://www.x2wealthplanning.com
所属行业
金融服务
规模
1 人
总部
West Chester ,OH
类型
自有
创立
2021
领域
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和Financial Planning for Attorneys

地点

X2 Wealth Planning员工

动态

  • 查看X2 Wealth Planning的公司主页,图片

    144 位关注者

    When you operate in fear, you use numbers to make all the decisions in your business. But when your heart connects to your mind, you begin to see business obstacles differently and treat your employees with more consideration and care. Vince Covino, a recent podcast guest and former owner of Sea Quest shared his journey in learning to lead with the heart. Catch the full episode in comments! ??

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    144 位关注者

    Loneliness is a national and global crisis. It can especially feel lonely as an entrepreneur. Many entrepreneurs find safe and supportive spaces by joining masterminds. Jay Fairbrother came on the podcast to share his heart to help others create meaningful community through masterminds. Catch the full episode in comments below!

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    144 位关注者

    ?? New Podcast Alert!?? The year is wrapping up, and we are experiencing a lot of political and economic transitions. Former president and president-elect Donald Trump is preparing to implement the proposed policies that won him the election: lower corporate tax rates, deportation of undocumented workers, and higher tariffs. How could the markets react to these policies short- and long-term? Meanwhile, the holiday season usually brings in a lot of profit, but recent Target and Walmart reports are showing that consumers are concerned about prices. How are retailers adjusting their efforts to attract consumers? In this episodeI I join Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies to explore possible economic outcomes in the new year. Learn more: ?? How the upcoming holiday shopping season might impact the economy ?? How the stock market is currently responding to Trump’s promised policies ?? What could happen to the economy if undocumented workers are deported? ?? How could tariffs potentially impact inflation? ?? Why the Treasury Secretary role is critical Watch on YouTube or listen on your favorite podcast platform!

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    144 位关注者

    Have you ever wondered if you should start a mastermind? Jay Fairbrother, a recent podcast guest, loves to help others create these safe and supportive spaces! Watch this clip for a tip on creating more meaningful connections within your mastermind! Catch the full episode in comments ??

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    144 位关注者

    ?? New Podcast Alert!?? Are you afraid that you don’t have enough? A scarcity mindset often drives us to make decisions in our lives that continue to confirm that belief. Today’s guest struggled big-time with perpetuating this cycle until she had to face herself head-on when she became a mother. That’s when she embarked on a journey that led her to unlocking her personal power. In this episode, Hannah Chapman, CFP, APMA, CRPC, chats with Jill Stanton, “the entrepreneur’s secret weapon,” about her passion to help business owners step into a new era of wild growth, freedom, and success! Tune in to learn: ? Jill’s journey of unlocking her personal power and overcoming limiting beliefs about her intelligence and capabilities ? What is the "catch, cancel, correct" process? ? The power of gratitude, present-moment awareness, and shifting from a mindset of "wanting" ? The patience, courage, and self-compassion required to do the inner work of personal growth ? The value of reflecting on progress and celebrating small wins to maintain momentum Watch on YouTube or listen on your favorite podcast platform! Links in comments ??

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    144 位关注者

    How do you overcome hustle culture? It may surprise you, but it starts with self-love. Susanne Goldstein, founder of DAREHuman by Susanne Goldstein, shared how these two things connect in her recent appearance on the podcast! Catch the full episode in comments ??

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    144 位关注者

    ?? New Podcast Alert!?? Former president Donald Trump won his reelection by promising lower living costs for all Americans, partly by increasing tariffs on imports. Making foreign goods more expensive to boost American manufacturing and increase the purchase of American made goods is the story people tell to make tariffs sound good…but who actually pays the price? Literally, as in who pays the tariffs, and who ultimately ends up footing the bill? In this episode, I explain the mechanics of tariffs, their impact on the economy, and how to prepare for them before they come. Listen to learn: ?? How do tariffs actually work? ?? Who pays the imposed tariffs? ?? How will they impact the economy? ?? How businesses are currently reacting to the tariffs ?? What you should consider doing before tariffs take effect ?? Which socioeconomics groups will be affected the most by tariffs? ?? What do tariffs have to do with inflation? Watch on YouTube or listen on your favorite podcast platform! Links in comments ??

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  • 查看X2 Wealth Planning的公司主页,图片

    144 位关注者

    What is your time worth? Do you work so much that you are basically paying yourself minimum wage, thinking you are going save money by doing it all yourself? Freeing up your time is essential if you want to create more sales. Mara Whitener from Whitener Professional Services spoke to this on her latest podcast appearance! If this messages resonated with you, catch the full episode in comments! ??

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