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Michael K. Babcock, CFP®, RLP®

What you get is a beautiful blend of the technical and the meaningful.

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Azure Sky Financial Life Planning Michael K. Babcock, CFP®, RLP® He/Him
Burleson, TX

Serving Clients Nationwide

What you get is a beautiful blend of the technical and the meaningful.

737-204-2828

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Job Loss
  • Loss of Spouse or Partner
  • Retirement Planning

About Me

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
  • XY Planning Network

Primary Location

Burleson, TX, USA

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

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-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.

Badges

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

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Who 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

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.

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