1820 – Aligning Values with Financial Strategies with Hannah Champman

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Founder, CEO & Financial Advisor of X² Wealth Planning, Hannah Champman.

One of the key takeaways from our conversation was the importance of aligning financial strategies with personal values and the broader impact we aspire to create in the world. Hannah emphasized that understanding business and personal finances is essential to creating stability and safety throughout the entrepreneurial journey.

Hannah stressed the significance of a balanced and sustainable approach to wealth building, including addressing money management's emotional and psychological aspects.

Hannah shed light on debt, distinguishing between productive business debt that can accelerate growth and consumptive debt that can hinder it. She advocated for responsible debt management as a tool for business development.

Hannah's holistic approach to financial planning was the most fascinating part of our discussion. She incorporates personality profiles and human design into her strategies, ensuring they resonate with her clients' traits and preferences.

Hannah outlined how individuals can engage with her services, from comprehensive wealth planning to financial coaching and even offerings related to human design and gene keys. Her ultimate goal is to help individuals achieve financial peace and stability, no matter where they stand financially.

Key Points from the Episode:

Introduction of Hannah Chapman, founder and CEO of X Squared Wealth Planning
Unique approach to wealth planning for entrepreneurs
Understanding the practical and emotional aspects of building wealth
Mindset and financial needs of entrepreneurs compared to traditional employees
Importance of personalized financial advice for business owners
Common concerns and misconceptions surrounding debt for entrepreneurs
Responsible debt management as a tool for business growth

About Hannah Champman:

Hannah Chapman, a seasoned financial professional, boasts a distinguished career spanning 17 years. As a Certified Financial Planner (CFP®), Accredited Portfolio Management Advisor (APMA®), and Chartered Retirement Planning Counselor (CRPC®), she has dedicated her expertise to aiding business owners and executives in realizing their significant financial aspirations.

Beyond her roles as the founder and CEO of X2 Wealth Planning and Expansive CEO, Chapman stands out as a fervent advocate for visionary entrepreneurs. She recognizes the transformative power of a supportive expert team and emphasizes the need to alleviate the mental, emotional, and spiritual burdens associated with building impactful businesses.

Chapman, a published author, and frequent Forbes contributor, delves into dispelling old Money Stories, enabling entrepreneurs to construct businesses they adore while securing abundant incomes. Her unique blend of financial logic with emotional and spiritual insights positions her as an authority in holistic financial decision-making.

About X-squared Wealth Planning:

X² Wealth Planning distinguishes itself as a champion of aligning wealth with personal values. Focused on entrepreneurs navigating multiple income streams, individually or within a household, the firm specializes in comprehensive financial planning.

Their expertise encompasses personal wealth advising and the meticulous implementation of business retirement plans. X² Wealth Planning stands out by offering a holistic approach, ensuring that clients' entire financial lives receive the same skill and care they extend to their business endeavors.

By emphasizing aligning financial strategies with individual values, the firm goes beyond conventional wealth planning, striving to create a meaningful and purpose-driven financial landscape for its entrepreneurial clientele.

Tweetable Moments:

03:58 - "How we feel about our money is actually just as important and actually drives the financial decision making more so than here are the numbers, here's what we should do."

05:49 - "We are risk takers; we take a lot of risk in our finances just by being business owners and being the tip of the spear in our lives."