Hannah Szarszewski, CFP^®

AFC^®

Founder & Financial Planner

Blue Mountain Financial Planning, LLC

2217 Switchgrass St
Melissa, TX 75454-2732

+ 1 More Location

Blue Mountain Financial Planning, LLC

3701 101st St
Lubbock, TX 79423-5116

FINANCIAL ADVISOR'S WEBSITE

https://bluemountainfp.com

(972) 413-5505 CONNECT WITH Hannah

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

To learn more about our pricing, click here.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Hannah Szarszewski is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Blue Mountain Financial Planning, LLC in Melissa, TX and the surrounding communities.

Financial Advisor Overview

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.

Financial Advisor Experience

Hannah Szarszewski is the founder and principal financial planner of Blue Mountain Financial Planning, LLC. She focuses on integrating financial coaching and education into the financial planning process. She has partnered with clients of all ages and various walks of life to help them achieve financial independence and live life to the fullest.

Hannah is a Certified Financial Planner™ Professional and Accredited Financial Counselor® Practitioner. She has been awarded “Excellence in Financial Education” by the Society of Financial Service Professionals. She has a Bachelor of Science in Personal Financial Planning from Texas Tech University, one of the most prestigious financial planning programs in the nation. Prior to starting her own firm, she worked with clients at different financial planning firms in the Dallas-Fort Worth metroplex. Before that, she worked as a financial coach with a volunteer organization concentrated on financial counseling, education, and improving financial literacy.

Outside of work, Hannah enjoys spending time with her husband and dog, reading, and visiting new coffee shops and bookstores.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - AFC^®

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Getting Married, Life Planning, Retirement, Startup, Starting a Family, Sudden Wealth, Personal Taxes, Women's Finances