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!

Featured: Northern Colorado

Although I work 100% virtually out of my home in Fort Collins, CO, it is important for me to get out and experience all of the fun and unique opportunities in Northern Colorado. A few of my notable events that was documented are listed below.

Fort Collins Pecha Kucha Vol 4

Living the Dream: Why I Couldn’t Avoid Starting My Business Pecha Kucha Fort Collins is a simple presentation format where you show 20 images, each for 20 seconds. The images advance automatically and you talk along to the images.
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Greeley Tribune: New Firm Serving Gen X/Y is Launching November 2017

Featured article prior to Level Up Financial Planning’s launch in November 2017. Creates access to true financial planning for Gen X/Y professionals locally in Fort Collins, CO and throughout the country via virtual meetings.
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