For young families in their 30s and 40s who want to live life on purpose. Achieving financial goals isn't just about the numbers. Let's focus on what you want out of life.

Independent Fiduciary

Not bound by certain solutions or products – your interests come first 100% of the time


Transparent pricing with no product sales & no commissions EVER

No Account Minimums

Everyone deserves real financial planning

CFP® Professional

The standard of excellence for financial  planners

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Does this Sound Familiar?

I want financial independence (ASAP)!
I want to spend more time with my family. I'm missing all the big moments.
Our savings is building up and we don't know what to do with it.
We recently got married and we need help bringing our finances together.
I’m burned out. Can I afford to do something different?
There are so many things competing for our money. How do we prioritize?
I just want to feel financially secure and I don't right now.
Our tax bill was insane last year. Is there anything we can do about that?
I want kids before it's too late but I can't imagine having them right now. Something has to change.
We've been saving but we don't know if we're on the right track.
I know I should be investing. What's the best way to do that?
I'm pretty good with money but I don't want to make a big mistake. I want another perspective.
What on earth do I do with my stock options?
We have a good income but we don't have a lot to show for it. We need a plan for our money.
What do I need to do to retire early?
My finances feel disorganized and I'm too busy to work out every detail. Can you help?
We want to grow our family through adoption but it's expensive. How do we plan for it?
I want more flexibility with work so I can enjoy life.

How We Help You

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Start living a life you love

We empower you to live the purpose-driven life you were meant for. Whether it’s through adopting a child or fertility treatments, your career aspirations, charitable giving, traveling the world, or you name it! We help you to envision the life you want, define and prioritize your goals, navigate trade-offs, and achieve a balance between spending and saving. Being intentional enhances what you’re able to accomplish with money – both today and in your future.

Stop worrying about your finances and stay on track

Life transitions impact your finances, and life is really just one transition after another. We’ll discuss financial decisions as they arise and align them with your goals so everything fits together. Making informed decisions gives you confidence and reduces your stress. When life evolves and your plans shift, we pivot with you pointing you in the right direction and keeping you on track.

Fight less about money with your spouse

When you follow a plan with shared goals, you build unity and teamwork into your financial decisions. This promotes better habits, helping you to stay on the same page financially. We help you to constructively talk about money and we provide an unbiased perspective.

Level up through partnership and accountability

How often have you intended to check off a to-do list item, only to see six months pass with minimal or no progress? There’s a reason entrepreneurs, musicians, and athletes work with private coaches and trainers. Having someone to hold you accountable and keep you organized is invaluable. We’re here to help you make progress even when life is busy and chaotic.

Save time and energy

Managing your finances is an ongoing activity that takes time and energy. You’re in the busiest part of life and your time is limited. By delegating and collaborating with us, you save valuable time and reduce the mental weight of managing your financial life. Let’s simplify your life so you can spend more time with the people you love.

Uncover blind spots and avoid mistakes

The truth is you don’t know what you don’t know – everyone has blind spots. Internet searches eventually lead to confusion because they aren’t personalized and can include outdated, unreliable, or conflicting information. This can result in mistakes, which if left over time, can significantly impact your wealth. We draw on our experience and expertise to provide tailored advice that helps you avoid costly mistakes.

Let's plan for financial independence a new business a sabbatical your growing family your dream house paying off those loans your best vacation yet a career change work optionality living your best life...

How Does This Work?

Couple with coffee
Parents with baby
Little girl with dog

About Us

Hi! I'm Hannah, the founder of Blue Mountain Financial Planning. View my story to learn more about me and why I became a financial planner.

Blue Mountain Financial Planning is based in Melissa, Texas, with a second location in Lubbock, Texas. We meet with clients near and far virtually. Our services include ongoing financial planning and one-time financial advice.

Named to the InvestmentNews 40 Under 40, which recognizes the top 40 financial planning professionals under age 40 based on their accomplishments, contribution to the industry, leadership, and promise. To view the article, click here.