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 and one-time financial planning services 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, 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.
- 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
- Adoption & Fertility Financial Planning
- Tax Planning
Ideal Clients
- Married or Engaged Couples in Their 20s to 40s
- Parents with Young Children or Teenagers
- Small Business Owners & Solopreneurs
- Female Professionals
- Professionals with Equity Compensation
Working Together
- Virtual Meetings
- Ongoing & One-Time Planning
- Clearly Defined Fees
- No Product Sales
- Free Consultation
Professional Designations & Affiliations
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Hannah Szarszewski is a NAPFA-Registered Financial AdvisorThe 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.
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Hannah Szarszewski is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Hannah Szarszewski is a Member of the XY Planning NetworkThe 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.
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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. -
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.
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Hannah Szarszewski Named to the 2022 Investment News Class of 40 Under 40
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Hannah Szarszewski Contributes to TheStreet's Retirement Daily: "Avoiding Unnecessary Risk as a DIY Investor"
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Hannah Szarszewski Contributes to TheStreet's Retirement Daily: "Mutual Funds or ETFs: Which Should You Choose as a DIY Investor?"
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Hannah Szarszewski Contributes to TheStreet’s Retirement Daily NexGen: "4 Steps to Diversify Your Investment Portfolio"
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Hannah Szarszewski Serves as the Chair of the FPA of Dallas/Ft. Worth Scholarship Committee
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Hannah Szarszewski is a Member of The Melissa Area Chamber of Commerce
Contact Hannah Szarszewski
Office Locations:
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By Appointment Only
Melissa, TX 75454 -
By Appointment Only
Lubbock, TX 79423
