Integrating Heart and Mind in Financial Planning: A Conversation with Hannah Chapman

Christopher H. Loo, MD-PhD
3 min readJan 28, 2024

Hannah Chapman (Expansive CEO)

Hannah Chapman (Expansive CEO)

In the realm of financial planning, it’s rare to encounter a professional who seamlessly blends the analytical with the emotional. This is precisely what makes Hannah Chapman, a seasoned financial planner with over 17 years of experience, so exceptional. Our recent conversation with Hannah, a Certified Financial Planner (CFP), Accredited Portfolio Management Advisor (APMA), and Chartered Retirement Planning Counselor (CRPC), revealed the depth and uniqueness of her approach to financial wellness.

Hannah’s philosophy centers around a holistic approach to financial planning, where the logical aspects of managing wealth are balanced with the emotional and spiritual dimensions of money. This perspective is not just refreshing but essential in today’s complex financial landscape.

The core of our discussion focused on Hannah’s innovative method of integrating Human Design and inner child healing into financial planning. She emphasized the importance of understanding one’s ‘money stories’ — the deep-seated beliefs and emotions that shape our financial decisions. According to Hannah, these narratives often act as silent undercurrents that can either hinder or propel our financial journey.

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Christopher H. Loo, MD-PhD

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