Life Focused Financial Planning
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
Commission-Free
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
Does this Sound Familiar?
We've Got You Covered
Money decisions can be complicated and overwhelming. We’d like to simplify them so you can begin living your best life today. Blue Mountain Financial Planning will partner with you in the different ways listed below. We’ll be in your corner, nudge you along when needed, and do all the boring number crunching (we love numbers but don’t expect you to).
Together, we will craft a plan perfectly designed for who you are, inspired by your values and aspirations. Planning for the future is essential but forgetting about today isn’t the answer. With a strategy in place – and goals that truly matter to you – we can work through life’s uncertainties together, thoughtfully planning for the future but never forgetting about the life you want today.
- Goal Planning Tailored to Your Life
- Objective Advice Without Judgement
- Stock Option & RSU Analysis + Deferred Compensation Strategies
- Adoption & Fertility Financial Planning
- Spending Plans Directed by Your Values
- Tax Optimization & Planning
- Charitable Giving
- Small Business Planning
- Financial Independence Plans & Retirement Savings
- Investment Management
- Student Loans & Debt Strategies
- Insurance Review
- Coaching & Accountability
- College Savings Plans
- Estate Planning Guidance
- Employee Benefits Review
At Blue Mountain Financial Planning, wealth isn’t the ultimate goal. Rather, money is a tool to help you live your best life.
Let's plan for financial independence a new business a sabbatical that trip to Iceland your dream house the emergency fund you've always wanted paying off those loans your growing family a career change a stress free retirement living your best life...
Working With Us
Blue Mountain Financial Planning is based in Melissa, Texas, with a satellite location in Lubbock, Texas. We meet with clients near and far virtually. We offer both ongoing and one-time financial planning services.
We primarily work with young families and young couples in their 20s, 30s, and 40s, but we’re happy to have a conversation with anyone. To learn more about who we work with and how to work together, follow the links below. Also, as a part of the free consultation we’ll provide guidance on what may be the best fit.
Ongoing Financial Planning & Investment Management
Ongoing Financial Planning & Investment Management
Learn MoreOne-Time Financial Planning
One-Time Financial Planning
Learn MoreWho We Work With
Who We Work With
Learn MoreHi! I'm Hannah and I'm the founder of Blue Mountain Financial Planning. View my story to learn more about me and why I became a financial planner.
