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!

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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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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

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Affiliations

All of my affiliations require that I be a fiduciary for my clients. That is a fancy way of saying I have to do what is in your best interest. Unfortunately, not all advisors are held to this fiduciary standard.
–Signed Fiduciary Oath NAPFA and the Fee-Only Network both require that I only receive payments from my clients. That means you will never be steered into a product that is not in your best interest. I have nothing to sell and receive no commissions. Being a Certified Financial Planner professional means that I have met rigorous requirements (education, experience, ethics, and testing). This requirement assures my clients that I’m able to help them build a comprehensive financial plan. The XY Planning Network is an organization that supports financial planners who wish to serve their peers in Gen X & Y, traditionally an underserved market. Pledge 1% is an exciting addition. Clients will earn achievements based on major life events and financial milestones that will be used to vote on the recipients of Level Up’s 1% profit donation. Find Out More About Pledge 1% Commitment

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
can you time the market podcast

Timing the Market: Podcast

Timing the Market Show Notes A common question I receive is “is now a good time to invest in the market”.This episode was actually inspired by a conversation I had with a friend/listener of the show.In this episode I’ll cover: Average investor performance versus the “market”9 Human behavior biasesHow to avoid these biasesThe conversation that inspired this episodeHindsight review on past market commentaryNon-market examples of growth and recessions Additional Resources: Invest Composure AssessmentHow Could a[…]

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August 16, 2019 0
Stephen Alred Jr. on why he created a startup engine

Creating a Startup Engine w/Stephen Alred Jr.

Creating a Startup Engine Video August 08, 2019 Lucas Casarez CFP® / Stephen Alred Jr. Stephen actually has a background in financial services and entrepreneurship. He shares how his previous experiences inspired him to build a Startup Engine (ecosystem development system).Summary of topics covered: Drawing from previous careerAcceleratorCold calling/emailingVenture capitalSilicon ValleyRoad blocksCity benefits of workforce developmentMinority foundersStartup engine (ecosystem development system)Strengthening communities (Introduce 30,000- 50,000 jobs)Scaling Diversity and InclusionQualities of FoundersFounders Financial Foundation Referenced Resourceshttps://www.knowcap.iohttps://www.thefastlaneforum.com/community/https://angel.cohttps://twitter.com/salred3

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August 8, 2019 0
cryptocurrency in your financial plan

Should Crypto Be a Part of My Plan?

August 01, 2019 Lucas Casarez CFP® If you are in tech, you have probably heard of cryptocurrency, but should it be a part of your financial plan?To shed some light on this I will address the following: The dutch and crazy expensive tulipsInvest in what you knowHow cryptocurrency compares to other popular investments?Understanding the risksHow does cryptocurrency compare to gambling?A plan is better than a wishFocus on what you can controlMy thoughts generally on cryptocurrenciesSticking it[…]

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August 1, 2019 0
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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

©  2019 Level Up Financial Planning. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Level Up Financial Planning, LLC(referred to as "Level Up Financial Planning") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. Level Up Financial Planning does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice,  as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Level Up Financial Planning be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Level Up Financial Planning or a Level Up Financial Planning authorized representative has been advised of the possibility of such damages. In no event shall Level Up Financial Planning, LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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