Life Focused Financial Planning
Achieving financial goals isn't just about the numbers. Let's focus on what you want out of life.
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
The standard of excellence for financial planners
Does this Sound Familiar?
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Money decisions can be a burden and even overwhelming at times. We’d like to simplify them. We want you to begin living your best life today. Planning for the future is essential but forgetting about today isn’t the answer. We will craft a plan perfectly designed for who you are, inspired by your values and aspirations.
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). 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.
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 a new business a sabbatical that trip to Iceland your retirement party 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...
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 are also available to meet in person in the McKinney, North Dallas, and Lubbock areas.
There are several different ways for you to work with us. Read more about the options available by following the links below. As a part of the free consultation, we’ll provide guidance on what may be the best fit.