Purse Strings Approved Professionals

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What makes a Pro certified? Find out.

Purse Strings engages top-tier financial professionals who are willing, ready and able to serve a female market. Our Purse Strings Approved Professionals (PSAPs for short!) are financial professionals who have:

  • Clearly articulated their desire to serve a female market
  • Earned designations that set them apart to help women (such as CDFAs or CDS)
  • Created careers that uniquely serve women in situations where help wasn’t easily found - like Widowhood, Financial Abuse, Post-divorce financials to name a few.

Many of our professionals come with their own stories and experiences which led them to help women and make an impact in the financial industry. Our professionals are handpicked or referred to us by current PSAPs. All Professionals go through an interview process and all licenses and designations are validated. Purse Strings Approved Professionals are provided ongoing training, education and expert resources that continually help them sharpen their skills to serve a female market.

Help me with...

LIFE CHANGES

Getting a Divorce

Home Ownership

Having Kids

Getting Married

BETTER HABITS

Financial Planning

Planning a Budget

Managing Debt

Beginning Investing

BOSS LADY

Starting a Business

Business Financials

Business Taxes

Selling a Business

PLATINUM YEARS

Estate Planning

Planning Retirement

Social Security

Medicare

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Showing experts to help you with…

SPECIALTIES
CLIENT FOCUS
LIFE STAGE
INVESTMENT RANGE
Virtual appointments available
Virtual appointments available
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  • Financial Advisor
LOCATION
6438 Commanche Drive
West Chester, OH 45069
United States
PHONE
EMAIL
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VISIT WEBSITE
Hannah Chapman, CFP®, APMA®, CRPC®
Founder and Financial Advisor, X² Wealth Planning LLC

X² Wealth Planning is on a mission to change the way the financial services industry serves women. During my 14 years working at a large financial company, I found that the women were not being served well by the “traditional” model of financial planning and investment management. Women felt talked down to and dismissed during meetings, didn’t feel like their questions were being answered, and stopped trusting the advice they were getting. I founded X² Wealth Planning as a fee-only financial planning firm to bring a collaborative and compassionate voice to the financial services industry, and to bring about a paradigm shift in how women view money and their ability to build wealth.

As a wealth advisor and a CFP®, I am committed to doing what's in the best interest of my clients at all times, no matter what. I founded X² Wealth Planning because I saw a need for a different type of financial advisor: one that really "gets" the needs of women business owners and who can guide women through the wealth-building process with compassion, joy, and ease. Growing up in an entrepreneurial household and eventually becoming an entrepreneur myself, I am uniquely positioned to help business owners understand their finances, build wealth efficiently and effectively, and protect that wealth for the future.

Through conversation and collaboration, we'll build a comprehensive plan that addresses the needs of your business and personal finances, because when you're an entrepreneur they are inextricably linked together. Once we have that plan laid out, we'll walk together through each piece of it, making sure that you feel confident and secure in your decisions all along the way. We'll manage your investment accounts and keep your savings on track, and work with your tax professionals on a regular basis so that we can be sure you are making sound decisions from a tax perspective too. We'll make sure your family and your livelihood are protected by having the right amount of insurance coverage. And we'll start planning your legacy.

I can't wait to meet you!

  • Series 7, 66
  • Chartered Retirement Planning Counselor
  • Certified Financial Planner (CFP)
  • Accredited Portfolio Management Advisor
  • Northern Arizona University
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  • Business Financials
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  • Family Legacy Planning
  • Financial Planning
  • Financial/Money Coaching
  • Legacy Planning
  • English
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How does your current professional add up?

We want women to surround themselves with a talented and thoughtful team of experts who will help them plan for their future. Yet, we are keenly aware that so many providers in these industries lack the skill set to work with women and their unique needs.

There are things to look for when finding the right professional for your needs: flexibility, empathy, creativity, strategy, and work style. Take the questionnaire and find out how your current pro stacks up—and if you could use the advice of a Purse Strings Approved™ Professional who’s qualified to meet your expectations.

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