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!

Who Level Up Financial Planning Serves

The core of Level Up clients are in the tech industry. Below are the common individuals and families I serve based on current career and financial complexities.

Newbie / Career Changer

You are early in your new career and you want to maximize your potential.

SELECT

Mid-Career

You are well into your career and your finances are more complicated than you have the time and energy to handle.

SELECT

Team

You have a team and you want them performing at their peak. You understand that financial stressors lead to work inefficiency.

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.
what to do with your old retirement account

What to Do With Your Old 401(k) Strategy Guide

You have how many old 401(k)s or retirement accounts?  It’s really easy to have multiple 401(k)s out there from previous employers and feel overwhelmed with keeping track of them.  Whether you have one or many accounts floating around out there, this guide will help you determine what your options are. Cheat Sheet Step 1.  Find Out Where Your Old Account is Held.   The easiest way to find this out is to check for an[…]

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May 26, 2020 0

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
career kharma coding bootcamp

Career Transitions & Career Karma with Chad Crabtree

Chad is a non-technical team member at the quickly growing startup, Career Karma.Chad made a career transition to land his role and in some ways, it’s fitting as Career Karma helps users identify and review Bootcamp options to make career transitions into tech.  The Fallacy of Sunk CostRemote WorkTime ManagementImportance of Following UpValue of Clear GoalsCareer Karma’s StoryIncome Share Agreements (ISA) You can connect with Chad using the following social media platforms.TwitterLinkedIn

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May 26, 2020 0

Inspiring Curiosity with Chris Huie

Chris Huie shares his unique career path that found him with a passion for teaching, supporting, and inspiring the community through technology and computer science. From accounting to tech evangelistLeveraging tech in non-tech careerImportance of technology acceptanceProgression of knowledge to youthThe new way of learningInspiring community through technology and computer scienceBridging skills and background to your next positionAnalyzing the impact of a business decision beyond financesImportance of being curious Chris’s LinkedIn ProfileData Dorks Video Series

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May 19, 2020 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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