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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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

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

Married Couples Finances Game

Welcome to Level Up’s Married Couples Finances Game. My goal in creating this game is for you and your significant other to ask non-threatening questions that you likely have never discussed before. The answers to these questions may provide a lot of insight into why you are so different or possibly so similar when it comes to your money habits. Married Couples Finances Game Rules Remember you are both on the same team.When you ask[…]

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October 16, 2019 0
Restricted stock unit RSU coding podcast

De-Coding RSUs (Restricted Stock Units)

De<Coding> RSUs Video Option RSUs are a popular form of tech employee benefits and can make up a huge portion of your income.In this episode, I cover the basics and advanced strategies: What are RSUsRSU GrantsHow are RSUs TaxedRisks of RSUsHow to Determine Your Risk LevelStrategies: New RSUsStrategies: Old RSUsAdvanced RSU Strategies YouTube LinkRelated Resources:RSU Strategy GuideRSU Tax Calculator Non-Qualified Stock Options Vs RSUs

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October 10, 2019 0

Reinventing Yourself with John Marty

John Marty has had a crazy career.After starting his career as a young entrepreneur he found a lot of success. However, things changed rapidly and he was soon unemployed with no real prospects. Listen to the episode to see how he reinvented himself and is now a Product Manager at Amazon and uses his experience to empower others through content on LinkedIn, YouTube, and public speaking.We cover the following in the show. Navigating EntrepreneurshipStruggling with UnemploymentAsking[…]

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October 10, 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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