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!

Level Up Financial Education Workshops

Level Up believes in the power of increasings ones financial literacy. If your organization would like to have Level Up speak to your group, you can find the following price options below.

Northern Colorado In Person

$1,500

  • Professional presentation (1 Hour)
  • Any location north of Denver, Colorado
  • Discount provided for multiple workshops
  • Workbooks provided up to 50 attendees
Schedule a Call

US Location In Person

$4,000

  • Professional presentation (1 Hour)
  • Discount provided for multiple workshops that don’t require additional travel
  • Workbooks provided up to 100 attendees
Schedule a Call

Value ongoing planning to navigate your exciting life?

Topic Specific Strategy Guides are Great for DIYers