Hi! I'm Lucas and I can help you achieve financial clarity confidence goals security wealth abundance peace

Take your financial confidence to the next level!

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Who Level Up Financial Planning Serves

Level Up Financial Planning specializes in serving tech professionals. I undersand the importance of finding balance between having an awesome life today, but being confident and excited about your future possibilities.

To help you START quickly and Level Up to where you want to be faster, I offer multiple levels of service. 

Education

Your finances are not extremely complex and you just have a few questions you need answered at a high-level.

Best for: Early Career, Bootcamp Grad, or DIYers

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Planning

You have complex finances and you do not have the time or desire to make sure you are not making a mistake. You also want to make sure you are on track with a real plan.

Best for: Techies who place a high-value on time & income of $100,000 or more.

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Wealth Management

You have begun building wealth, but are not totally sure how it works or how it translates to you reaching your goals. 

Best for: Techies who want to make sure their investments match up with their financial plan.

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Team Workshop

Your teams’ wellness is an important part of your total compensation package. Studies have shown financial stress impacts employee productivity.

Best for: Employers who want to provide financial wellness at scale.

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Why Level Up Financial Planning

When it comes to your finances and more specifically your life, you deserve someone who will work along side you. 

Trust

Trust is the cornerstone of any valuable relationship and the trust that my clients have in me is not taken lightly. It may start initially as a feeling, but throughout the Level Up process, it will be backed up as I work with you to ensure that you are not only on track but Leveling Up as a result of our partnership.

Transparency

Transparency is a critical component of establishing a trusted relationship. As such, I am an open book and provide my pricing directly on my site so you can begin to identify the cost of investing in my services.

Fee-Only Financial Planning

As a fee-only financial planner. I am never paid by an outside party to influence the service you receive. Also, not all financial advisors are financial planner. While financial advisors typically only work with your investments. Financial planners help you plan for your current reality and guides you on how to best achieve your goals.

Fiduciary

A fiduciary standard is the highest level of care for clients. Being a fiduciary requires that your interest are always at the heart of every plan and recommendation. 

Collaboration

The collaboration process is ongoing and is what breathes life into your financial strategy guide. Before I can help you optimize a plan that empowers you to live your best life and be excited about your future, we need dig into what really matters.

About Lucas Casarez

LLucas Casarez financial planner fort collinsucas Casarez is a Certified Financial Planner™ and Founder of Level Up Financial Planning, Power Up Tax Planning Services, and the Techie Personal Finance Bootcamp Podcast.

 

Lucas’s biggest “why” is his family: his wife Brittany, his son Avery & daughters Emma & Eleanor.

It is because of his family, that he first started to realize that money is not the goal. Wealth is not the goal. Living an amazing life is the goal. This is reflected in the way Lucas approaches financial planning for his clients.

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Podcasts

Level Up Stategy Guides

roth in plan conversions and after tax contributions
401k
Lucas Casarez, CFP®

My 401(k) Added After-Tax Contributions & Roth In-Plan Conversions

Did your employer recently announce a couple of new features? Being able to make after-tax contributions and initiate Roth in-plan conversions is a game changer! I love when these features are added to my clients’ 401(k) plans because it allows us to supercharge their retirement savings while implementing advanced tax-planning strategies that can save multiple thousands of dollars in taxes. These work best when you use them together to implement what is called a “Mega

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Lucas Casarez, CFP® December 6, 2020
coding languages joe previte
Coding Bootcamp
Lucas Casarez, CFP®

Replacing Foreign Languages With Coding Languages with Joe Previte

Joe Previte is a developer, a teacher, and creator of Vim for VSCode. In his spare time, he enjoys creating videos for egghead, writing articles relating to coding, and participating in an online meditation study group. Joe shares the details of his journey from his decision to drop out of grad school and pursuing a career as a developer. Be sure to listen to the end where he opens up about the early obstacle he faced

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Lucas Casarez, CFP® December 2, 2020
retirement savings amounts
401k
Lucas Casarez, CFP®

How Much Should I Have Saved in Retirement?

Have you seen the rough estimates that you should have saved at various ages? These rough targets are useful, but may not be entirely accurate to you and your unique circumstances. I cover the importance of at least being aware of targets for the amount of money you should have saved in retirement accounts. Good excuses why you may not be on track early on in your career Why the older you get, the more

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Lucas Casarez, CFP® November 25, 2020
software developer coach jason humphrey
Career Coach
Lucas Casarez, CFP®

The Power of Coaching

I have Jason Humphrey on the show and I met Jason online originally because he creates a ton of value-packed content on LinkedIn. And when you create awesome content, people tend to like it and share it. And that’s how it came across my feed.  Jason helps coding Bootcamp, students land their first high paying job as a professional software developer. And in this episode, Jason talks about his own personal journey where he wasn’t

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Lucas Casarez, CFP® November 18, 2020
student loan forgiven
Debt Management
Lucas Casarez, CFP®

Is Biden Going to Forgive Student Loans?

President-Elect, Joe Biden, is projected to win the US Presidential election. With his win could come significant changes. One of the changes that are on the top of many US citizens is student loan forgiveness or the popular hashtag #CancelStudentDebt. Up until Monday night, it wasn’t Joe who was driving the conversation. Instead, it has been other members of the Democratic party who are known to be big supporters of student loan forgiveness. The most popular

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Lucas Casarez, CFP® November 16, 2020
6 tips for holiday finances
Budget
Lucas Casarez, CFP®

6 Tips for the Holidays

Do you struggle with your finances during the holidays? I cover 6 tips to take control over the holiday season. This episode was originally created for a live video challenge I’m doing on my social networks, but I wanted to share it with you! Set a limit (budget)  Research Free Shipping Make something Be present Experiences over things https://www.buzzsprout.com/342983/6338152-6-tips-for-the-holidays.mp3?blob_id=26410696&download=true

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Lucas Casarez, CFP® November 12, 2020
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