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
Many advisors claim to be fiduciaries, but refuse to sign a fiduciary oath. Here is a digital version of my fiduciary oath.
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.
Latest Strategy GuidesEducation 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 joins the Pledge 1% movement. Adds a fun twist for clients to vote based on achievement point system.Read more
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
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
Picking individual stocks is a fun way to learn about investing. Investing apps like Robinhood have grown in popularity and encourage stock trading. But can individual stock picking actually help you achieve your goals and build a reliable strategy? Let’s review the awesome and less awesome aspects of individual stock picking and the Robinhood app. Pros of Using Robinhood Access for Beginners If you identify as being a beginning investor, then Robinhood may be an[…]Read more
In 2019 I was excited to team up with the North Forty News to begin providing financial education to Northern Colorado in the form of guest articles. Below you can explore the contributions that have made their way to the North Forty News in their digital format. If you are in Northern Colorado, I encourage you to consider subscribing to this great Colorado owned local newspaper. Retirement Accounts: Roth Vs. Traditional Retirement Accounts: Roth Vs.[…]Read more
Power up your finances with a tax strategy! Why Power Up? Tax planning is a huge part of the value add I provide, but until Power Up, I did not have the ability to file taxes for my clients. When practically all of my clients have asked me if I do file tax returns, it became too hard to ignore that this had to happen. The Power Up Difference Most tax preparers are order takers.[…]Read more
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