LIFE FOCUSED FINANCIAL PLANNING
For young families in their 30s and 40s who want to live life on purpose. 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
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How We Help You
Start living a life you love
We empower you to live the purpose-driven life you were meant for. Whether it’s through adopting a child or fertility treatments, your career aspirations, charitable giving, traveling the world, or you name it! We help you to envision the life you want, define and prioritize your goals, navigate trade-offs, and achieve a balance between spending and saving. Being intentional enhances what you’re able to accomplish with money – both today and in your future.
Stop worrying about your finances and stay on track
Life transitions impact your finances, and life is really just one transition after another. We’ll discuss financial decisions as they arise and align them with your goals so everything fits together. Making informed decisions gives you confidence and reduces your stress. When life evolves and your plans shift, we pivot with you pointing you in the right direction and keeping you on track.
Fight less about money with your spouse
When you follow a plan with shared goals, you build unity and teamwork into your financial decisions. This promotes better habits, helping you to stay on the same page financially. We help you to constructively talk about money and we provide an unbiased perspective.
Level up through partnership and accountability
How often have you intended to check off a to-do list item, only to see six months pass with minimal or no progress? There’s a reason entrepreneurs, musicians, and athletes work with private coaches and trainers. Having someone to hold you accountable and keep you organized is invaluable. We’re here to help you make progress even when life is busy and chaotic.
Save time and energy
Managing your finances is an ongoing activity that takes time and energy. You’re in the busiest part of life and your time is limited. By delegating and collaborating with us, you save valuable time and reduce the mental weight of managing your financial life. Let’s simplify your life so you can spend more time with the people you love.
Uncover blind spots and avoid mistakes
The truth is you don’t know what you don’t know – everyone has blind spots. Internet searches eventually lead to confusion because they aren’t personalized and can include outdated, unreliable, or conflicting information. This can result in mistakes, which if left over time, can significantly impact your wealth. We draw on our experience and expertise to provide tailored advice that helps you avoid costly mistakes.
Let's plan for financial independence a new business a sabbatical your growing family your dream house paying off those loans your best vacation yet a career change work optionality living your best life...
How Does This Work?
View our services to learn about how we work together and pricing.
To learn more about who we work with click here.
About Us
Hi! I'm Hannah, the founder of Blue Mountain Financial Planning. View my story to learn more about me and why I became a financial planner.
Blue Mountain Financial Planning is based in Melissa, Texas, with a second location in Lubbock, Texas. We meet with clients near and far virtually. Our services include ongoing financial planning and one-time financial advice.
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.
