Blue Mountain Financial Planning, LLC

Hi there! 

At Blue Mountain Financial Planning, we view money as a tool to help you live your best life. Our goal is to help you determine and live out your vision so you can enjoy today while also planning for the future. We partner with young couples and families through adoption and fertility planning, student loans, starting businesses, and building to financial independence, along with many other life transitions and goals. Rather than feeling uncertain, you can feel empowered and supported. You can create a life you love before retirement, with intention and purpose.  

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 do not have account minimums and 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 who is experiencing similar transitions or life goals.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

3701 101st St Lubbock, TX 79423 Phone: (972) 413-5505

Primary Office

2217 Switchgrass St Melissa, TX 75454 Phone: (972) 413-5505

Other Offices

3701 101st St Lubbock, TX 79423 Phone: (972) 413-5505