Fee Only Financial Planner (Fiduciary)
Virtually out of Fort Collins

Hi! I'm Lucas and I can help you achieve
the next level

Take Your Financial Confidence to the Next Level!

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 financial planner that puts your success first and foremost. I believe that everyone can achieve a higher level when they work with an expert that cares. I work with a small select group of clients to provide customized coaching and strategies that are unique to each individual and family.

Press Start Value of Leveling Up

Wealth Builder

Establish a game plan to maximize your lifestyle today while building wealth for your future.

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Address Complex Decisions

Confidently make financial decisions that will impact your life, well beyond just finances.

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Wealth Management

Create an investment strategy that aligns with your goals and risk appetite, while reducing fees.

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Navigate Transitions

Whether planned or not, you can rely on Level Up to guide you through financial transitions.

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Affiliations

The
fiduciary  
standard

As a real financial planner, I feel that it is my duty to only align myself with organizations that believe in the importance of being a fiduciary. A fiduciary requires that your best interest is always the guiding principal in any recommendations we discuss.

About Level Up
Fiduciary Oath

Many advisors claim to be fiduciaries, but refuse to sign a fiduciary oath. Here is a digital version of my fiduciary oath.

Giving Back

Level Up Financial Planning is committed to giving back 1% of profits to charities that clients will vote on based on points they earn by earning achievements.

Why I Created Techie Personal Finance Bootcamp

Tech employees in their 20’s & 30’s have unique decisions that will greatly impact their future possibilities. Listen to Recent Episodes

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.

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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.

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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.

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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
Roth conversion faq

Should I Do a Roth Conversion This Year Strategy Guide (2019)

With the end of the tax year approaching for 2019, you may want to consider whether you should do a Roth conversion. A Roth conversion is an underutilized financial planning tool that many individuals and even financial planners overlook! The new tax reform, which effectively lowered the tax burden for many Americans made this strategy even more attractive than in previous years. How do you know if it is the right strategy to implement this[…]

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December 7, 2019 0
lock up expiration on uber stock

What Should I Do with the Uber Stock Lock-Up Expiration?

Have you been anxiously awaiting the Uber stock lock-up expiration? This week is sure to be an interesting time period for Uber stockholders. Almost half of which have been UNABLE to sell their Uber stock due to the lock-up period associated with Uber’s initial IPO. Are you one of those individuals? If you happen to be an employee, you are also dealing with the unique situation that occurred due to your RSUs vesting when Uber[…]

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November 3, 2019 0
tips to increase income

8 Ways to Significantly Increase Your Income

What is a significant increase in income? Really that is up to you to decide for yourself. All of the items outlined below range from a potential increase of 1% with very little effort to as much as 100% but takes a lot of your time and energy. Increase Income with a Raise Asking for a raise is not easy. Early in my career, I shied away from asking for raises and I know I[…]

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October 22, 2019 0

Want Financial  Tips and Podcasts? 

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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