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?

I want financial independence (ASAP)!
I want to spend more time with my family. I'm missing all the big moments.
What do I need to do to retire early?
I want more flexibility with work so I can travel.
I know I should be saving - but where and how much?
I’m burned out. Can I afford to do something different?
I want kids before it's too late but I can't imagine having them right now. Something has to change.
I just want to feel financially secure and I don't right now.
My friends tell me I should be investing. What's the best way to do that?
What on earth do I do with my stock options?
I recently got married and we need help bringing our finances together.
I'm too busy to even think about money! Can you do it for me?
I'm pretty good with money but I don't know what I don't know. Some guidance would be nice.
My tax bill was insane last year. Is there anything we can do about that?
My finances feel so disorganized. I want help building better money habits.

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.

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

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One-Time Financial Planning

One-Time Financial Planning

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Who We Work With

Who We Work With

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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.