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?
We've Got You Covered
We get it. Money decisions can be complicated and overwhelming. Especially when the only constant is that life will change. Through every twist and turn (expected or not), we’re here to help. We’ll help you uncover financial blind spots and help you make informed financial decisions with confidence and clarity. Most importantly, we want to help you lead a more fulfilling life, with a lot less stress.
To do that, we want to know what matters to you today, not just in the future. Because retirement isn’t the only goal worth planning for. So first, we’ll focus on your values and aspirations, and help you define your vision. Then, we’ll address financial goals, help you prioritize, and design a plan customized for who you are and where you want to go. We’ll keep up with the details because life is busy. And we’ll help you stay on track as life changes.
Rather than feeling uncertain, you can feel empowered and supported. You can create a life you love before retirement, with intention and purpose. With a strategy in place – and goals that truly matter to you – we can partner through life’s uncertainties together, thoughtfully planning for the future but never forgetting about the life you want today.
Below are some of the aspects of your financial life we can cover.
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.
Hi! 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.
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.