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 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™ Professional
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
The first step is to schedule a free 15-min. call with Michael to get acquainted, talk about what you're looking for, and see how we can help. You can schedule this call by clicking the "Book a Call" button.
If we think we might be a good fit, we'll schedule a Financial Road Map conversation. If so, we’ll email you a calendar invitation and a list of the documents you’ll need for our appointment. The Financial Road Map conversation will help you to develop/clarify your compelling vision for the future and give you a benchmarking of your current financial reality. There is no cost or obligation for this meeting and it will help you to reach your financial goals whether we decide to do business or not.
Offers Investment Management
Yes
About our Firm
🤝 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.
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Wealthtender exists to help people discover the most trusted and authentic financial advisors and educators in the finance community.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, and potentially their profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.