Strategy Guides

Take your financial confidence to the next level!

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.


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.


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.


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
Financial Independence Retire Early

How to Retire Early & Financial Independence: Podcast

In honor of Independence Day, I was inspired to record a Early Retirement / Financial Independence Podcast. After listening to the show, you’ll have a better idea of what you need to do in order to set yourself up for the ability to retire early and reach financial independence. What to Do in Order to Retire Early Save, Like A lot Live as a Minimalist Debt Free (Should You Payoff Your Debt) Investments What  You Should…
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July 17, 2019 0

Value and Cost of Working with Level Up Financial Planning

Fast Travel Links Value of Improving Your FinancesCan You Improve Your Finances?Cost of Financial PlanningOld School Cost StructureLevel Up’s Cost StructureEstimate Your Cost to Work with Level Up Value of Improving Your Finances Can You Improve Your Finances? Improving your finances allows you to have confidence that your goals are attainable. That confidence is the key to unlocking future possibilities and opportunities.  Leveling Up Is Permanent! If you do not believe you can level up,…
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July 7, 2019 0
Married couple wondering how to split their finances

How Should Married Couples Split Finances Strategy Guide

How should you and your spouse split your finances? Financial issues are one of the leading causes of divorce, so it is important to start out strong. Unfortunately, there is not a magic bullet. It does not make sense that there would be only one way to approach finances as a married couple. Instead I will provide you various scenarios and examples that you may wish to model for your family. Fast Travel Links Married…
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July 3, 2019 0
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