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!

Start with a Video Call

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.

 learn more

Address Complex Decisions

Confidently make financial decisions that will impact your life, well beyond just finances.

 learn more

Wealth Management

Create an investment strategy that aligns with your goals and risk appetite, while reducing fees.

 learn more

Navigate Transitions

Whether planned or not, you can rely on Level Up to guide you through financial transitions.

 learn more
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

As Featured On:

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.

Read more
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.

Read more
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.

Read more
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[…]

Read more
December 10, 2018 0
should i job hop in tech

Pros and Cons of Job Hopping in Tech

Do you have a past of job-hopping or are you considering making your first hop? Normally, this may be frowned upon by future employers, but if you are in tech, it is so common that it’s not nearly the blemish it would be in other industries. Even though it’s not something to be concerned about with your future tech employment opportunities, there are still a few things to consider.  Pros of Job Hopping in Tech[…]

Read more
January 12, 2020 0
Roth conversion faq

Should I Do a Roth Conversion This Year Strategy Guide (2019)

With the end of the tax year approaching for 2019, you may want to consider whether you should do a Roth conversion. A Roth conversion is an underutilized financial planning tool that many individuals and even financial planners overlook! The new tax reform, which effectively lowered the tax burden for many Americans made this strategy even more attractive than in previous years. How do you know if it is the right strategy to implement this[…]

Read more
December 7, 2019 0
lock up expiration on uber stock

What Should I Do with the Uber Stock Lock-Up Expiration?

Have you been anxiously awaiting the Uber stock lock-up expiration? This week is sure to be an interesting time period for Uber stockholders. Almost half of which have been UNABLE to sell their Uber stock due to the lock-up period associated with Uber’s initial IPO. Are you one of those individuals? If you happen to be an employee, you are also dealing with the unique situation that occurred due to your RSUs vesting when Uber[…]

Read more
November 3, 2019 0
SEE ALL STRATEGY GUIDES

Want Financial  Tips and Podcasts? 

Subscribe

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

©  2020 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.

Social media & sharing icons powered by UltimatelySocial