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.
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[…]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
When it comes to your financial life, it’s very easy to rely on the guidance of others, especially since most of our generation were not taught these important topics in school.This episode is to warn you of the financial advice you should BEWARE of as you start to build your financial strategy guide and financial confidence.People and sources who offer advice solicited or not. FamilyFriendsCoworkersSalespeopleSocial MediaNewsBooksPodcastsExpertsFortune cookies Why not all advice is created equal Limited[…]Read more
Show Notes Josh shares his awesome story on his path into tech. Early on Josh showed an interest for tech and started taking college courses, but a conversation changed his career trajectory. Josh decided to not pursue a tech career and bounced around with different jobs and ended up getting into trouble. He talks about the challenges of finding a job in tech with a felony. Even with the hurdle of having a felony, Josh[…]Read more
I share my personal story of quitting my job to start my business, Level Up Financial Planning.While working in a position many would consider a dream position, with a 6-month-old at home, I quit my job. It was the scariest decision I ever made.In addition to my story, I share a few of the financial steps I took before quitting and a couple of things I wish I had done differently. Job huntingLeaving your teamReducing[…]Read more
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