Take your financial confidence to the next level

 Virtually out of Fort Collins, Colorado
Fee-Only 

You are the hero. Let Me Be Your 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!

SELECT

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!

SELECT

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!

SELECT
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.

Ready to Start? 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
 learn more

Wealth Management

Understand Your Investments
Risk Assessment
Low Cost Investments Diversification
Tax Strategy
 learn more

Grow With You & Your Family

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

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.


Pledge 1% is an exciting addition. Clients will earn achievements based on major life events and financial milestones that will be used to vote on the recipients of Level Up’s 1% profit donation.

Find Out More About Pledge 1% Commitment

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.

Level Up Financial Planning’s Commitment to Giving Back to the Community

Level Up Financial Planning joins the Pledge 1% movement. Adds a fun twist for clients to vote based on achievement point system.

Read more
April 12, 2019 0
Man chasing after money

The Downside to Making the Most Money You Ever Have

Is it possible to be in a worse position because you are making the most money you ever have? It happens more than you think. It’s not just the tax impact of additional income, but many of the lifestyle decisions that build up over time.

Read more
April 9, 2019 0
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
Debt Management Strategy

How to Efficiently Manage Debt Strategy Guide

Debt may be unavoidable, but that doesn’t mean that it has to weigh you down. Efficiently managing debt may allow you to obtain a higher paying job, have a higher quality of life, and grow your wealth faster. The key is having a game plan and staying focused so that you avoid some of the common downsides of debt.

Read more
April 30, 2019 0
Restricted Stock Unit Tax Projections

Restricted Stock Units (RSUs) Tax Calculator

Use the RSU Tax Calculator to estimate the impact of taxes when your RSUs vest. You can also calculate your employer stock concentration after vesting.

Read more
April 23, 2019 0

Employee Stock Purchase Plan (ESPP) Calculator

Use the calculator to estimate your potentially guaranteed return rate on your employer stock purchase plan (ESPP). The only way to lock in the return is to try and sell the shares as soon as they are purchased. This will result in taxes being recognized in the year of the sale, which you can also project in the calculator below. Depending on the demand for this calculator, I may add additional features like hypothetical tax[…]

Read more
April 23, 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

Social media & sharing icons powered by UltimatelySocial