fbpx

Mike Babcock, CFP®, RLP

Financial Freedom and a Happier Life

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Azure Sky Financial Life Planning Mike Babcock, CFP®, RLP
Austin, Texas

Serving Clients Nationwide

Financial Freedom and a Happier Life

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Investment Management
  • Living in Retirement
  • Taxes

About Me

Hi, I'm Mike Babcock, a Financial Life Planner at Azure Sky Financial Life Planning in Texas.

Background: I grew up in Salt Lake City, Utah. I first became interested in personal finance when I had my own paper route and completed the Personal Management merit badge, which taught me how to create a budget.

Way of Life: Faith, family, and community are very important to me. I enjoy working with people who value decency and goodness and who appreciate others’ unique beliefs and backgrounds. I try to live by wise words and ideas wherever I can find them; for me, these include The Four-Way Test and the teachings of Jesus Christ. I love being a member of The Church of Jesus Christ of Latter-day Saints.

Family: I live in Burleson, TX near Fort Worth with my wonderful wife, Sarah, our three kids, and Duke, our English cream puppy. We plan to move to Austin soon because enjoying more of the natural beauty of the area is part of our life plan.

Experience and Training: I’ve been helping families with their finances since 2006. I’m a Certified Financial Planner™ professional (since 2013), a Registered Life Planner® (since 2021), have 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: I’ve helped several physicians, nurses, executives, and managers over the years. Early in my career, I worked as a paraplanner for a wealth management firm that worked exclusively with doctors. I have also worked with executives and managers at AT&T, Texas Instruments, Palo Alto Networks, Raytheon, and Microsoft.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Registered Life Planner (RLP)

Affiliations

  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Austin, Texas

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 15-minute phone conversation. Get quick answers to your questions and see if it makes sense to schedule a Discovery Conversation. If so, we’ll email you a calendar invitation and a list of the documents you’ll need for our appointment.

Offers Investment Management

Yes

About our Firm

🤝 Our Mission: To partner with and purposefully guide service-oriented families toward freedom from financial stress and worry so they and the people they love, lead, and serve can live happier lives.

✅ We provide financial life planning (including retirement planning and investment management) for professionals in telecom, healthcare, and tech. In addition to helping you live the life you were put here to live, we act as a thinking partner and accountability partner to get through major life transitions.

✅ We can help with balancing current lifestyle with saving for the future and making decisions with every aspect of your financial life plan, including your retirement plans, executive compensation, restricted stock, ESPP, deferred compensation, stock options, etc. to help you pay less in taxes, financially free and be well off in all areas of your life.

✅ Serving locally in Austin, and virtually throughout Texas and beyond.

Education

Brigham Young University, B.S., management, with a personal finance, and leadership focus, and a minor in family science

Volunteer Experience

Rotarian, The Rotary Club of Plano Sunrise | Scout Leader, Boy Scouts of America

Badges

Languages

  • English
  • Spanish

Hobbies and Interests

  • Church
  • Cycling
  • Family
  • Reading
  • Walking

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Intergenerational Families
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Parents
  • Technology Professionals
  • Young Families

Thousands of people visit wealthtender.com each month to discover and connect with financial advisors ready to help them enjoy life more with less money stress. To make this service free to you, Wealthtender earns money from advisors who pay to be featured. This creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors. Learn how we operate with integrity to earn your trust.