Hannah Szarszewski

CFP®, AFC®

Blue Mountain Financial Planning, LLC

Founder and Principal Financial Planner

Hannah Szarszewski

CFP®, AFC®

Blue Mountain Financial Planning, LLC

Founder and Principal Financial Planner

My goal is to help you navigate through life with better clarity of your financial picture so that money can be a useful tool rather than a weight. I want to help take the complexity out of money so that you can enjoy life and focus on living out your vision. - Hannah Szarszewski, CFP®, AFC®

Fee-Only financial planner located in Melissa, TX and Lubbock, TX, serving clients locally and across the country virtually

Hannah Szarszewski is a Melissa, TX and Lubbock, TX fee-only financial planner. Blue Mountain Financial Planning provides comprehensive ongoing financial planning and investment management, one-time financial consultations, and financial coaching to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Hannah Szarszewski is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Hannah Szarszewski is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

At Blue Mountain Financial Planning, wealth isn’t the ultimate goal. Rather, money is a tool to help you live your best life. Money decisions can be a burden and even overwhelming at times. We’d like to simplify them. We want you to begin living your best life today. Planning for the future is essential but forgetting about today isn’t the answer. We will craft a plan perfectly designed for who you are, inspired by your values and aspirations.

Blue Mountain Financial Planning will partner with you in the different ways listed below. We’ll be in your corner, nudge you along when needed, and do all the boring number crunching (we love numbers but don’t expect you to). With a strategy in place – and goals that truly matter to you – we can work through life’s uncertainties together, thoughtfully planning for the future but never forgetting about the life you want today.


  • 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
  • Virtual Planning: Location is not a limitation - we meet with clients virtually and offer in-person meetings in select areas

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Financial Independence
  • College Savings Planning & Student Loans
  • Investment Management
  • Tax Planning

Ideal Clients

  • Married or Engaged Couples
  • Parents with Young Children or Teenagers
  • Small Business Owners & Entrepreneurs
  • Female Professionals
  • Business Executives

Working Together

  • Virtual Meetings
  • Ongoing & One-Time Planning
  • Clearly Defined Fees
  • No Product Sales
  • Free Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Hannah Szarszewski is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Hannah Szarszewski is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Hannah Szarszewski is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Accredited Financial Counselor® (AFC®)
    Hannah Szarszewski is an Accredited Financial Counselor® (AFC®)

    AFC® certification is the standard — training professionals to guide clients through life-cycle financial education to help them realize their goals and achieve lasting financial well-being.
    Abilities of the AFC:
    -Educate clients in sound financial principles.
    -Assist clients in the process of overcoming their financial indebtedness.
    -Help clients identify and modify ineffective money management behaviors.
    -Guide clients in developing successful strategies for achieving their financial goals.
    -Support clients as they work through their financial challenges and opportunities.
    -Help clients develop new perspectives on the dynamics of money in relation to family, friends and individual self-esteem.

  • Financial Planning Association
    Hannah Szarszewski is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Hannah Szarszewski

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Office Locations:

  • By Appointment Only
    Melissa, TX 75454
  • By Appointment Only
    Lubbock, TX 79423

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