Hannah Szarszewski, CFP®, AFC® Blue Mountain Financial Planning, LLC

About Hannah Szarszewski, CFP®, AFC®

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.

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Recently Published

How To Strengthen Your Marriage By Staying On The Same Page Financially

December 31, 2021

When you’re married, you may feel that avoiding the topic of your finances seems easier at times – especially if it leads to arguments. Most couples genuinely want to be on the same page when it comes to money. But the challenge is that when it doesn’t happen naturally, it can be difficult to know …

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3 Ways To Protect Your Finances From Identity Theft

December 31, 2021

Identity theft can happen in the blink of an eye and it may seem like there’s little you can do to stop it. However, there are measures you can take to protect your finances and to reduce the potential damage from identity theft. Here are three simple ways to protect your finances against identity theft. …

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Is It The Right Time For You To Become A Homeowner (i.e. Should You Buy That House)?

December 24, 2021

As you can imagine, the topic of buying a house comes up often! This could be the first house you’ve ever owned. Or perhaps you wish to return to homeownership after a period of renting, now that you’ve learned the new area you moved to. This blog won’t address whether the payments are affordable for …

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Couples/Partners
  • Gen Y/Millennials
  • Small Business
  • Student Loan Debt

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $250+/mo
  • Flat Fee: $2500+/engagement
  • Hourly Fee: $300+/hr

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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