Let’s Start Building the Future You Want

We’ll help you define what “enough” looks like for your life and create a plan that gets you there.

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Book Your Explore Meeting

We keep it simple. Fill out this short form to share a bit about yourself and what’s been on your mind with money. No pressure or prep needed, just a simple way to kick things off.

Step 1: Start by introducing yourself
Step 2: How did you hear about Babin Wealth?
Step 3: Start by telling us where you’re at in your journey
Step 4: What’s your age?
Step 5: Please estimate your household income
Step 6: What are your total investable assets (excluding real estate)?

Ex: Stocks and bonds inside brokerage accounts, retirement accounts, or cash in a bank or savings account.

Thank you

Thanks for reaching out.

Our team will connect with you within 48 hours to talk through your goals and explore what resources might best support you right now. We look forward to helping you take the next step toward building your financial plan.

Step 7: Which type of meeting would you prefer for your introduction?

Our office is in Scottsdale, AZ

Thank you!

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Our Four-Step Process

When you meet with Babin Wealth, it’s not about handing you a report and sending you on your way. It’s about understanding your life, building a plan that fits it, and walking alongside you as things change. Here’s what that looks like.

STEP 1 – EXPLORE

We start with a quick form and an Explore Meeting—a relaxed conversation where we get to know you as a person, not an account. We’ll talk about what matters most to you, what’s been stressing you out, and what you want your money to make possible.

STEP 2 – DESIGN

During the design phase, we take everything we’ve learned about your goals, values, and financial situation and begin crafting a customized strategy to help you reach them. This is where we explore different scenarios, model tax and investment outcomes, and fine-tune recommendations that align with what matters most to you.

STEP 3 – IMPLEMENT

Here’s where we get things moving. We’ll walk you through each step,from investments to insurance,so you don’t have to figure it out alone. Think of this as the moment where your “someday” goals start becoming real.

STEP 4 – REFINE

Life doesn’t stand still, and neither should your plan. We’ll stay involved well beyond the first plan. We’ll review your progress, adjust strategies as life changes, and stay in touch year-round so your money always supports what matters most.

Questions You Might Be Asking

What happens after I decide to move forward?
We’ll walk through your new plan together, handle the setup steps, and make sure you feel comfortable with how everything works before anything changes.

When working with an independent financial advisor, it’s essential that they utilize a third-party custodian to safeguard your assets. In our pursuit of the best custodian for our clients, we are proud to partner with Altruist. Altruist is a modern custodian that provides the latest in financial technology. Their platform helps us work more efficiently and reduce costs, enabling us to provide you with the best service possible.

This depends on the service model that you choose. With the Financial Coaching plan, you will pay a one-time charge for your financial plan and then a simple monthly fee for ongoing advice and regular check-ins. For Comprehensive Wealth Management, we charge a transparent fee that’s a percentage of the value of the investments we manage for you. This fee is debited directly from your managed account(s) monthly. We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources. There’s no additional charge for the tax and estate planning advice we provide.
Yes, your CPA is great at looking back and making sure last year’s numbers add up. But most CPAs aren’t focused on reducing what you’ll owe in the years ahead. That’s where we come in. At Babin Wealth, we take a forward-looking approach. We’ll help you plan strategically, aligning your savings and spending to create tax efficiencies, while you (or your CPA) continue handling the actual tax filing.
Most of our clients have around $250,000 or more in investable assets,or are on their way there,but what matters most is that you’re serious about building for the future.

If you’re asking these questions, you’re exactly who we built this for. Let’s talk through them together in your Explore Meeting.

Book Your Explore Meeting