Michael K. Babcock, CFP®, RLP®
What you get is a beautiful blend of the technical and the meaningful.
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Serving Clients Nationwide
What you get is a beautiful blend of the technical and the meaningful.
Areas of Focus
- Financial Life Planning
- Investment Management
- Job Loss
- Loss of Spouse or Partner
- Retirement Planning
About Michael K. Babcock, CFP®, RLP®
In addition to receiving advice, a plan, organization, and supportive accountability so you can make even better decisions about your money and achieve your financial goals, you also get the satisfaction of aligning your money and your values with your life.Michael K. Babcock, CFP®, RLP® is a Financial Life Planner in Burleson, TX.
Background:
Michael grew up in Salt Lake City, Utah. His personal motto is “Everyone is my neighbor.” He first became interested in personal finance when he had his own paper route and completed the Personal Management merit badge, which taught him how to create a budget. After becoming an Eagle Scout and serving as a Spanish-speaking missionary in Argentina for two years, he met his amazing, beautiful, and talented wife, Sarah, while attending Brigham Young University, where he studied business, the humanities, …and Sarah. The Babcocks live in Burleson, TX with their three children and their life-loving golden retriever.
Way of Life:
Faith, family, and community are very important to Michael. He enjoys working with people who value decency and goodness and who appreciate others’ unique beliefs and backgrounds. He tries to live by wise words and ideas wherever he can find them; for him, these include The Four-Way Test (Rotary), and the teachings of Jesus Christ.
Hobbies and Interests:
Outdoor activities, nutrition, mindfulness, and learning to play the guitar
Experience and Training:
Michael has been helping families with their finances since 2006. He's a Certified Financial Planner™ professional (since 2013), a Registered Life Planner® (since 2021), has a Master of Science degree in Personal Financial Planning from The College for Financial Planning (2010), and specialized training in financial life planning and the First Step Cash Management System™ from Money Quotient.
Clients:
Michael's services are best suited to individuals and couples over 50 who are facing/experiencing a significant life change and who share the following values:
Goodness: Let's do what's right and become more virtuous.
Service: Let's love and help each other.
Knowledge: Let's learn all we can and be wise.
Innovation: Let's make some progress.
Fun: Let's have a good time along the way!
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Science in Financial Planning (MSFP)
- Registered Life Planner (RLP)
Affiliations
-
CFP Board
- Fee Only Network
- Financial Planning Association
- Kinder Institute of Life Planning
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
Burleson, TX, USA
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
- Subscription
What to expect in the first meeting
The first step is to schedule a free, 15-30 min. call with Michael to get acquainted and talk about what you're looking for so you can get answers to your questions and determine the next best step for your situation. You can schedule this call by clicking the "Book Intro Call" button.Offers Investment Management
Yes
About Azure Sky Financial Life Planning
🤝 Our Mission: to partner with and purposefully guide you to financial freedom and your happiest life. The name “Azure Sky” is a symbol of that freedom and happiness.✅ We help people over 50 to continually enjoy and grow the good in their lives through values-based, financial life planning, for every aspect of their financial life, especially retirement planning and wealth management.
✅ We are flat-fee, fee-only fiduciaries We are committed to putting your interests first.
✅ Based in Burleson, Texas (just south of Fort Worth). Services are available in person in Burleson and virtually throughout Texas and beyond.
Education
Master of Science degree in Personal Financial Planning from The College for Financial Planning (2010), B.S., Management from Brigham Young University with a minor in Marriage, Family, and Human Development
Volunteer Experience
Michael loves serving the community and the world through The Church of Jesus Christ of Latter-day Saints, the Burleson Rotary Club, and the Burleson Lions Club.
Languages
- English
- Spanish
Hobbies and Interests
- Beach
- Church
- Cooking
- Cycling
- Eating Out
- Entertaining
- Exercising
- Family
- Golf
- Grilling
- Hiking
- Movies
- Music
- Reading
- Relaxing
- Running
- Surfing
- Television
- Traveling
- Volunteering
- Walking
- Working Out
- Writing
SEC Lookup
View DisclosureWho We Serve
- Artists
- Baby Boomers
- Corporate Executives
- Couples
- DIY Investors
- Dual Income Family
- Educators
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Intergenerational Families
- Investors
- Living in Retirement
- Newly Engaged / Newlywed
- Nonprofit Employees
- Parents
- Technology Professionals
- Travel Lovers
- Widow
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