About Hannah Chapman
Tl;dr: I'm a CFP with 17 years of experience in the financial planning industry, and I work with visionary entrepreneurs to bring their whole selves, emotional, spiritual, and logical, fully into the financial planning process to create true prosperity in their lives using both the comprehensive planning process and human design and inner child healing combined.
Full version: I've been in the financial industry as a financial planner since 2007, and in that time, I've written thousands of financial plans and managed millions of invested assets for clients. I'm a Certified Financial Planner (CFP), among other designations, and am a fiduciary for my clients.
But what I found over the years is that I could listen to my clients and write the most detailed, well thought out, prioritized financial plan for their goals complete with check list...and most of them wouldn't be able to follow through with the recommendations to create the life that they said they wanted. What would always get in the way? Money Stories. The old stories and emotions that come up whenever we try to do something new, and cause clients to erase all of their financial progress again and again.
https://x2wealthplanning.com
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About Tracy Pleschourt
Tracy Pleschourt, the Founder of Self-Made U and the co-host of the Tracy & Gracie Becoming Podcast is a certified life coach who helps men and women learn HOW TO THINK to achieve their goals and overcome the obstacles in their life. Most people have spent their life learning WHAT TO THINK only to be tested on their ability to memorize. After spending so much time, energy and money searching for silver bullets and dead end solutions Tracy realized she was trying to solve the wrong problem. Learning to think of yourSELF as the solution is the secret to life. When you stop thinking of yourself as the problem and start thinking of yourSELF as the solution: You put your time and effort into solving the real problem - not circumstances, but solving the problem of how you are FEELING. Tracy has mastered and now teaches a simple framework necessary to manage your mind and eliminate any obstacle in life, including overeating, overdrinking, time management, career & relationship changes and professional development.
https://www.self-madeu.com/
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When It Worked Podcast
https://getoffthedamnphone.com/podcast
0:00:00 Introduction
0:00:44 Hannah Chapman's Introduction
0:01:38 Financial Planning Discussion
0:02:59 Emotional Aspect of Financial Changes
0:04:23 Human Design
0:06:12 Clientele and Business Types
0:07:53 Common Issues and Challenges
0:09:37 Paying Oneself and Cash Management
0:11:39 Getting Things Under Control
0:13:55 Introductory Call and Exploration
0:15:43 Social Media and Podcasts
0:17:37 Transition to Tracy Pleschkort's Introduction
0:18:47 Introduction to Tracy Pleschkort and Self-Made U
0:20:51 Reevaluating Formal Education
0:23:14 Self-Actualization and Coaching Programs
0:25:26 Difference Between Pain and Suffering
0:27:25 Value of Making Decisions
0:29:02 Becoming a Coach and Certification
0:30:38 Connecting with Tracy Pleschourt
0:32:00 Podcasts and Conclusion
