Strategy Guides

Take your financial confidence to the next level!

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.


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…
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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.


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…
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February 1, 2019 0

Last Minute Tax Planning Ideas Before Your File for 2018

Have you procrastinated with your tax planning strategies or retirement planning? There are a still a few tricks to help you change your 2018 tax situation. Before you file your 2018 taxes consider a few last minute planning ideas to Level Up your financial planning situation and possibly increase your refund amount.   Fast Travel Links Retirement Account ContributionsReduce Taxes for 2018Example:Tax Neutral for 2018RothExample:Non-Deductible IRA ContributionsHealth Savings Account (HSA) ContributionsExample (Real Life):Account Types That…
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January 23, 2019 0
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