Hannah McVean
Objective Financial Partners
Member Bio
(This member hasn't written a bio yet!)
Hannah is a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) with expertise in comprehensive financial planning. Her unique approach integrates trauma-sensitive financial guidance, informed by her Trauma of Money Professional Certification and her certification as a YNAB (You Need a Budget) Coach. Beyond technical expertise, Hannah emphasizes understanding the emotional and psychological aspects of one’s relationship with money. She coaches clients on effective cash flow management and helps them refine their money beliefs and behaviors. She is dedicated to creating an environment where clients feel comfortable discussing their financial situations. Hannah also educates her clients on strategies to protect and grow their assets. Outside the professional realm, Hannah enjoys outdoor activities like mountain biking, roller skating, and skiing.
Beyond technical expertise, Hannah emphasizes understanding the emotional and psychological aspects of one’s relationship with money. She coaches clients on effective cash flow management and helps them refine their money beliefs and behaviors. Hannah also specializes in tax planning to improve cash flow and ensure a seamless integration between the financial plan and the tax return. She prepares many of her clients’ tax returns.
She is dedicated to creating an environment where clients feel comfortable discussing their financial situations. Hannah also educates her clients on strategies to protect and grow their assets.
Outside the professional realm, Hannah enjoys outdoor activities like mountain biking, roller skating, and skiing. Indoors, she loves to read sci-fi and fantasy novels.
