Take your financial confidence to the next level

 Virtually out of Fort Collins, Colorado
Fee-Only 

Life is Easier With A Strategy Guide

Beginner

Early on in your career, you may not have a lot of complexity. It is still important to understand how all of the new pieces of your financial life work so that you can plan with confidence.


START with a Beta Guide!

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Normal

Most people that are well into their career are facing complex financial decisions. Having a personally designed strategy guide will provide you the clarity, focus, and confidence to achieve your goals.

START with a Strategy Guide!

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Expert

Do you enjoy handling your financial planning, but want an expert second opinion? You may find value in working with Level Up Financial Planning on a Beta Guide.


START with a One-Time Guide!

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The Level Up Difference

Created with you in mind

You deserve a professional relationship that puts your success first and foremost. Other than your immediate family, no one will care more about your financial well being than I do for my clients. Traditional financial services are not built to serve individuals without large retirement assets. I am here to fill that void and help you have the confidence you need to live your great life.

Complimentary Consultation Value Provided to Clients

Wealth Builder

Wealth Potential Assessment Financial Education Project Long-Term Potential Accountability Partner No Asset Minimum  No Experience Required  learn more

Address Complex Decisions

Spending Vs. Saving
Debt Repayment Vs. Investing Rent Vs. Buy
Career Change
Employer Stock Analysis Tax Planning
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Wealth Management

Understand Your Investments
Risk Assessment
Low Cost Investments Diversification
Tax Strategy
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Grow With You & Your Family

Combining Finances
Proper Life Insurance Coverage Planning for Children
Relocation Analysis
Monitor Probability of Success
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Affiliations

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.

–Signed Fiduciary Oath

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.

Latest Strategy Guides

Education 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.
LIst of impacts of a recession on an individual.

How a Recession Could Impact You Strategy Guide

Instead of worrying about the next recession, understand how a recession could impact you and begin to build a game plan so that you are best prepared for the next recession.

Read more
December 22, 2018 0
Why Level Up Financial Planning is different

Why Level Up Financial Planning?

If you found this post, you are probably wondering to yourself what is up with the fun name for a financial planning firm? That is not normal. You may also be thinking why would I choose such a non-conventional company to navigate my important financial planning decisions? Well, I do not expect to be a fit for everyone. However, those who have found me to be a great fit, really benefit from not only the[…]

Read more
December 10, 2018 0
Thrifty living with no shame

Ain’t No Shame in My Thrifty Game Strategy Guide

Being thrifty is actually a good thing! I share with you how to make thrifty purchasing decisions and share with you some of my family’s thrifty ways.

Read more
March 16, 2019 0
Image of tracks going in two different directions

Are You on Track Financially? Strategy Guide

Am I on track financially? The answer to this question is why many of my clients reach out to me initially. This is a very scary question to ask for many because most are not on track and acknowledging this reality means that you may need to shift either your goals or change your behavior to align your financial decisions with what is most important to you. The answer to are you on track is[…]

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March 3, 2019 0
ESPP Strategy Guide

Understand Your Employee Stock Purchase Plan (ESPP) Strategy Guide

If your employer offers you an employee stock purchase plan and you are not participating, you may be leaving thousands of dollars on the table. Many people put off enrollment for many reasons, but the biggest is because they do not understand how their employee stock purchase plan works. How about we cure your confusion and give you the information you need to understand your employee stock purchase plan and determine whether you should enroll. Missing[…]

Read more
February 1, 2019 0

Want Strategy Guides by E-Mail?

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.
Contact info

Virtually Out Of Fort Collins, CO

970-222-6783

lucas@levelupfinancialplanning.com

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