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
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
Chad is a non-technical team member at the quickly growing startup, Career Karma.Chad made a career transition to land his role and in some ways, it’s fitting as Career Karma helps users identify and review Bootcamp options to make career transitions into tech. The Fallacy of Sunk CostRemote WorkTime ManagementImportance of Following UpValue of Clear GoalsCareer Karma’s StoryIncome Share Agreements (ISA) You can connect with Chad using the following social media platforms.TwitterLinkedInRead more
Chris Huie shares his unique career path that found him with a passion for teaching, supporting, and inspiring the community through technology and computer science. From accounting to tech evangelistLeveraging tech in non-tech careerImportance of technology acceptanceProgression of knowledge to youthThe new way of learningInspiring community through technology and computer scienceBridging skills and background to your next positionAnalyzing the impact of a business decision beyond financesImportance of being curious Chris’s LinkedIn ProfileData Dorks Video SeriesRead more
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