SPACEX IPO

Are you ready for a SpaceX liquidity event?

The unlock is coming. Have a plan before you have a decision to make.

Schedule Your SpaceX Equity Review ➔

Personalized Financial Planning

Babin Wealth Management Services

Built around your goals, your milestones, and your peace of mind.

See If You’re A Fit
bell-curve-line

Build the Life You Want

14 Years

Of Experience

150+ Families

Planned for what matters

CFP®, CFA®

Certifications

Fiduciary

Legal Duty

Financial Planning & Investment Management

Comprehensive Wealth Management

Your Commitment

  • Three initial planning meetings to get you started
  • Two to four meetings per year, at a frequency that fits you

Cost of Service

  • A transparent fee based on the assets we manage for you
  • No cost to find out if we’re a fit - pricing comes after your first conversation

What You Get

  • Investment Management - a diversified portfolio aligned with your growth targets
  • Financial Planning - a full plan covering budgeting, cash flow, and goals
  • Tax Planning - strategies to minimize what you owe
  • Retirement Planning - a clear path to sufficient income for life after work
  • Estate Planning - wills, trusts, and strategies that reduce estate taxes
  • Risk Management - insurance and emergency-fund coverage that actually fits
  • Ongoing Monitoring - your plan adjusts as your life and the markets do
See If You’re A Fit
One Question Before You Keep Scrolling

Which milestone are you closest to right now?

Retirement in the next 10 years

A major liquidity event

Estate or legacy planning

Just want a second opinion

See If You’re A Fit
Fee For Advice

Financial Coaching

Your Commitment

  • Three initial planning meetings to get you started
  • One spring meeting, one year-end meeting in Oct or Nov

Cost of Service

  • One-time payment for a customized financial plan
  • A simple monthly fee for ongoing advice and check-ins

We Want To Get To Know You

  • A personalized plan aligned with your goals and aspirations
  • An in-depth assessment of your financial health and a roadmap to your milestones
  • A comprehensive review of your existing investments, with tailored recommendations
  • A full picture of your budget, savings rate, insurance, and current accounts
See If You’re A Fit

Financial Planning Services

Wealth Management

A complete, personalized approach to managing your entire financial life.

Learn more

Estate Planning

Protect what matters most, your loved ones and your legacy.

Learn more

Financial Coaching

Expert guidance without handing over the day-to-day control.

Learn more

Financial Planning

A clear, actionable plan built around your goals and lifestyle.

Learn more

Investment Management

Disciplined, research-driven portfolios tailored to your risk and timeline.

Learn more

Tax Planning

Proactive strategies to minimize your tax burden, year after year.

Learn more

Retirement Planning

A confident, secure plan for whenever retirement arrives.

Learn more
14

Years of Experience

150+

Families Served

1

Conversation to Start

Ready to see where you stand?

Schedule Your Fit Call