Mike Babcock, CFP®, RLP® Azure Sky Financial Life Planning, LLC

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About Mike Babcock, CFP®, RLP®

Values and Mission:
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!

Driven by a desire to enjoy and grow the good in our lives, our mission is 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.

What We Do:
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.

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.

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Ideal Clients

  • Christian Faith Based
  • Medical Professionals
  • Technology Professionals

Ways Advisor Charges

  • Flat Fee

Fee Options

  • Flat Fee: $3600+/engagement

SEC Records

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