Hannah McVean
Objective Financial Partners
Member Bio
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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.
What sets Hannah apart is her enthusiasm for making financial concepts come alive. She thrives on helping clients understand the why behind the numbers—connecting the technical details to real-life decisions in a way that builds clarity and confidence.
Her CIM designation supports her work with a wide range of investors, from hands-on DIYers seeking a second opinion to those looking for guidance in selecting a portfolio manager. Her background has also included training in budgeting and the emotional side of money, resulting in an approach that’s collaborative, educational, and judgment-free.
When she’s not talking taxes, cash flow, and retirement strategy, Hannah can usually be found mountain biking, roller skating, or getting lost in a fantasy novel.
