Mike Babcock
- CFP®
- RLP®
Azure Sky Financial Life Planning
Burleson, TX
Contact Mike
Mike can help you with
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Investment Analysis
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Retirement Planning
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Tax Optimization
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Insurance Planning
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College Planning
Expertise
- Investment Analysis and Planning
- Portfolio Guidance
- Retirement Planning
- Tax Optimization
- Insurance and Risk Management
- Estate and Legacy Planning
- Cash Flow Analysis
- Debt Management
- Saving and Investing for College
Pricing
The following provides an idea of the Financial Life Planning fee you could expect to pay for your f inancial life plan each year depending on the complexity of your financial situation:
- Basic to Moderate Complexity: $600- $5,600
- Moderate to Complex: $5,600- $40,000
- Very Complex: $40,000- Custom Quote
Factors considered in setting your fee include: number of household members, amount of life planning required, amount of financial planning required, number and type of accounts, net worth, annual income, life stage, business interests, real estate ownership, trust arrangements, etc.
Your fee will be clearly identified in your agreement, which will be revisited and updated each year. Accordingly, your fee may be higher or lower from year to year based on the services you need and the complexity of your situation.
About
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.