Level Up Financial Planning’s Why
Hi, my name is Lucas Casarez. I started Level Up Financial Planning to bring financial planning to those who need it most, Gen X/Y professionals & growing families. Over the last seven years, my life has been filled with dramatic changes. My wife and I moved across the country, juggled work and college, have purchased two homes, have two dogs, and had our son, Avery in 2017. Even with my knowledge on finances, all of these changes involved some degree of financial stress. I want to guide my clients through all of the important transitions that keeps most people up at night and take their financial confidence to the next level.
I look forward to helping you discover the financial balance between enjoying life now but also ensuring a future that you can be excited about.
Certified Financial Planner ™
Lucas’ foundation of financial interest was rooted in his first few years of employment at a local community bank in Illinois. After discovering the impact financial planning has on peoples’ lives he moved to Fort Collins, Colorado to attend Colorado State University, which he graduated from in 2014 with a focus on Financial Planning. Following graduation, Lucas worked for a top independent financial advisor in Northern Colorado where he served pre-retirees and retirees in building financial plans that aligned with their goals. Wanting to make a greater impact on his clients’ financial lives, Lucas started Level Up Financial Planning, LLC to bring financial planning to young professionals and growing families.
Lucas and his wife, Brittany, are originally from Round Lake, Illinois. They moved to Fort Collins, CO in 2011 and it quickly became home. Their son, Avery, was born in 2017 and it changed their lives in many amazing ways. They also have two loving dogs, Oakley & Jackson. In addition to hanging out as a family, they love to play sports, try new restaurants, hike, visit the local outdoor movie theatre, run, play video games (not so much lately), and travel.
All of my affiliations require that I be a fiduciary for my clients. That is a fancy way of saying I have to do what is in your best interest. Unfortunately, not all advisors are held to this fiduciary standard.
NAPFA and the Fee-Only Network both require that I only receive payments from my clients. That means you will never be steered into a product that is not in your best interest. I have nothing to sell and receive no commissions.
Being a Certified Financial Planner professional means that I have met rigorous requirements (education, experience, ethics, and testing). This requirement assures my clients that I’m able to help them build a comprehensive financial plan.
The XY Planning Network is an organization that supports financial planners who wish to serve their peers in Gen X & Y, traditionally an underserved market.
Level Up Financial Strategy Guide PricingInvestment Management on accounts greater than $350,000 waives the fees listed below.
Level Up Investment Management PricingThe biggest risk that leads to poor investment performance is investor behavior. My goal for you is to avoid making behavioral mistakes. Investment Management on accounts greater than $350,000 waives personal strategy guides upfront & monthly cost. *Investment Strategies Carry Additional Cost
Latest Strategy GuidesEducation is an important value that we hope to provide. Reading our blog is one of the ways we provide that education. Contact us if you’d like to suggest a topic for our next blog or webinar.
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Get in Touch
We’d love to hear from you.Prefer to talk by e-mail rather than a formal meeting. Use the contact sheet or my direct e-mail below.
Virtually Out Of Fort Collins, CO