Blue Mountain Financial Planning, LLC
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.