Claudine ArthursBreaking free from money myths isn’t just a dream, it’s a strategic journey. Entrepreneurs drowning in financial complexity, meet your new financial navigator. Hannah Chapman isn’t just a financial advisor; she’s a wealth alchemist who transforms money struggles into purposeful prosperity, helping visionary CEOs unlock their true financial potential. We sat down with Hannah to chat about her passion for helping entrepreneurs build lasting wealth.
Hi Hannah, as a financial advisor working with successful entrepreneurs, what unique challenges do you see your clients facing, and how do you address them?
Clients come to me when they are tired of running a multi-six or seven-figure business, but still aren’t paying themselves consistently, and don’t feel like their personal wealth reflects the success they are experiencing in their business. They are also typically on the hamster wheel of not having enough for taxes, and not knowing how to plan for taxes proactively while funding their retirement accounts and paying themselves an abundant income. They want to feel confident in their financial decision-making and know that they are putting the right amounts of money into the right places for their business and their families. They want to continue to be the visionary in their business, and they want to build a business that changes the world while allowing their family and their employees to thrive at the same time.
I offer financial support for those entrepreneurs and CEOs in a way that they have never experienced before. I have spent 18 years in financial planning helping people create beautiful, data-driven, detailed financial plans that will help them get from where they are now financially to where they want to go….but over the years, I began to see a pattern.
Tell us more about that pattern and how your approach to financial planning evolved to address both the practical and emotional aspects of wealth creation?
Even as my clients reached impressive financial milestones laid out in their plan, hitting seven figures in revenue, saving for retirement, or building generational wealth, many still felt a sense of scarcity or fear. The more wealth they created from a place of fear, the more they worried about losing it all. That realization led me on a new path, one that goes beyond the numbers to address the heart of financial prosperity: living in alignment with who you truly are.
By integrating Human Design and Gene Keys into my financial planning and coaching, I’ve been able to help clients unlock a deeper understanding of themselves and their unique money magnetism. Together, we align their financial strategies with their authentic selves, creating a sense of peace, purpose, and prosperity that transforms not just their business, but their entire life.
I help my clients discover their dreams and goals, create a detailed, bespoke financial plan for their business income and personal wealth, create personalized investment recommendations and provide ongoing, fee-based investment support, and then continue to coach my clients on a monthly basis so that they can keep moving through new money blocks as they surface and make empowered and informed financial decisions over time.
Your approach combines traditional financial planning with emotional support and Human Design coaching. Can you walk us through how this dual approach helps entrepreneurs achieve their goals?
My special sauce starts with how deeply I love my clients and my work in the world. Layer on top of that my upbringing and early career in finance, which gave me unique challenges to learn through and overcome, resulting in decades of experience that have given me a unique set of skills. Add to that many years of Human Design study and work, and I’m able to help my clients recognize and heal highly emotional money traumas, while also helping them align both business and personal finances to create a financial plan that actually works for their business and life. It’s truly the combination of heart and head, of emotional and intellectual support to bring together how clients feel about money with the numerical, data-driven side so that they can make empowered and informed financial decisions in all areas of life.
How did your personal money story influence your approach to financial coaching?
Growing up in an entrepreneurial family, I witnessed the complex relationship people have with money. I saw firsthand how limiting beliefs can hold entrepreneurs back from their true financial potential. My journey wasn’t just about learning financial strategies, but about understanding the deep emotional landscape of money. This personal experience became the foundation of my coaching, recognizing that financial success is as much about healing money stories and transforming mindsets as it is about spreadsheets and investment strategies.
What’s the most common financial mistake you see entrepreneurs making?
The most prevalent mistake is treating business and personal finances as separate entities. Entrepreneurs often compartmentalize their financial lives, which creates unnecessary complexity and missed opportunities. My approach is holistic, I help clients see their financial ecosystem as an integrated whole. This means aligning business growth strategies with personal wealth goals, understanding tax implications, and creating a unified financial narrative that supports both professional ambition and personal dreams.
How do you help entrepreneurs overcome their money blocks?
Overcoming money blocks is a nuanced process that goes beyond traditional financial advice. I use a combination of coaching techniques and financial planning to help entrepreneurs identify their underlying money stories. We don’t just look at numbers; we explore the emotional patterns and beliefs that have been silently steering their financial decisions. Through coaching, we create a safe space to challenge these old narratives, develop new empowering beliefs, and implement practical financial strategies. It’s about transforming their relationship with money from a place of scarcity and fear to one of abundance and strategic thinking.
Biography:
Hannah Chapman is an Entrepreneurial Wealth Coach and Certified Financial Planner (CFP) with over 18 years of experience in fiduciary financial planning, and the founder of both X² Wealth Planning and Expansive CEO Coaching & Consulting. She spent years untangling the conflicting money stories she grew up with as a child of entrepreneurs, where her upbringing taught her that money is hard to make and hard to hold onto…while also learning that it was up to her to create and sustain wealth for her family. As she moved through awareness and acceptance of her own money stories, turning them into fuel for expansion, Hannah realized that her visionary clients had those same money blocks keeping them from expanding their companies and growing their personal wealth and legacies.
She takes a unique approach to wealth coaching and financial advising for business owners, combining them from the start so that clients identify and transform their money stories while creating and implementing a bespoke financial plan that takes full account of both their business and personal finances. Hannah supports her clients through a full financial rebirth, and she continues to guide them through ongoing individual financial coaching, investment planning, and group coaching and support. Contact: Instagram and Linkedin and HannahRChapman.com