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

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 want to help you make informed financial decisions with confidence and clarity. And 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...

Couple with coffee
Parents with baby
Little girl with dog

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.

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.