Michael K. Babcock
MS, CFP®, RLP®
Azure Sky Financial Life Planning, LLC
CEO & Financial Life Planner
Michael K. Babcock
MS, CFP®, RLP®
Azure Sky Financial Life Planning, LLC
CEO & Financial Life Planner
I believe in enjoying and improving the good in our lives. - Michael K. Babcock, MS, CFP®, RLP®
Fee-Only financial life planner for professionals in Telecom, Healthcare, and Tech. Serving in Austin, TX and virtually throughout the US.
Mike Babcock is an Austin, TX fee-only financial life planner. Azure Sky Financial Life Planning, LLC provides comprehensive financial planning, tax planning, and investment management to help professionals in telecom, healthcare, and tech organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Mike Babcock is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Mike Babcock, CFP®, RLP® is a Financial Life Planner at Azure Sky Financial Life Planning located in Austin, TX.
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, 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.
Michael K. Babcock 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.
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.
The name “Azure Sky” is a symbol of that freedom and happiness.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Financial Life Planning
- Executive Compensation
- Cash Flow Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- Executives in Telecom or Tech
- Healthcare Professionals
Working Together
- Virtual Meetings
- Clearly Defined, Flat Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Michael K. Babcock 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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Michael K. Babcock 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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Michael K. Babcock 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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Michael K. Babcock Earned the Registered Life Planner (RLP®) Designation through the The Kinder Institute of Life PlanningThe Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.
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Michael K. Babcock 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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Azure Sky Financial Life Planning, LLC is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Michael K. Babcock
Office Locations:
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By Appointment
Austin, TX 78731
