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!

Start with a Video Call

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

Select

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.

Select

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.

Select

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.

Select

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.

Learn More

Proud Member of

fee only financial planner logo
Philanthropic

Featured on

Retire Early
Millennial Investing
Noco newspaper personal financial planner
Podcasts

Level Up Stategy Guides
Financial Behavior
Lucas Casarez, CFP®

The Wealth of Being in Tech with Valerie

Valerie is the Executive Director at Tech By Choice and a Senior Software Engineer at Mastery Logistics. She holds a BS in Psychology & Art. Valerie is passionate about creating secure human-centered digital experiences. As a successful self-taught developer, Valerie started Tech By Choice to give back to the community that helped her succeed. Valerie shares her journey into tech from being a Psychology major to becoming a senior software engineer and the founder of

Read More »
Lucas Casarez, CFP® July 14, 2020
you can control financial independence
Beginners
Lucas Casarez, CFP®

Financial Independence Is In Your Control

I’m excited today to be talking about how financial independence is in your control.  One of the biggest factors in whether you will be successful in reaching financial independence is first believing that you can achieve this goal. How to increase your financial confidence How your incomes impact your ability to reach financial independence Understand that everyone has their unique financial challenges Creating your own opportunities for success Remember everyone starts with a different financial

Read More »
Lucas Casarez, CFP® July 6, 2020
Image of Danny Thompson Tech Community Tech Podcast
Coding Bootcamp
Lucas Casarez, CFP®

Building Your Tech Community with Danny Thompson

Danny Thompson is a passionate software engineer who is on a personal mission to help people find their path into tech. This episode is packed with great information and action items on how to stand out as you seek to land that first or next developer position. Here are just a few of the pieces of wisdom Danny provides in this episode. PHD Not Required Free CodeCamp Benefits of Meetups & Finding and Building Community

Read More »
Lucas Casarez, CFP® June 30, 2020
image of gift and tax cover for strategy guide post
Estate Planning
Lucas Casarez, CFP®

How to Avoid the Gift Tax

Are you afraid of the big bad gift tax? Although you can pay the gift tax if you want to, the good news is that you do not need to. There are a couple of different ways you can gift to your loved ones and avoid paying any taxes. Sound good? I’m writing this strategy guide because it is common for non-tax experts providing tax advice and when it comes to gifting, there is the

Read More »
Lucas Casarez, CFP® June 24, 2020
user experience researcher nannearl brown
Employment
Lucas Casarez, CFP®

UX Research with Nannearl Brown

Nannearl Brown is a user experience researcher who journeyed into the field by way of systems engineering and the social impact space. Most recently, she led the UX, product management, and design efforts for over a year as the Director of UX for the LA-based beauty tech startup, Emma Beauty. She cares greatly about creating a shared understanding of the tech industry with all, most especially with Black people and other marginalized groups. Nannearl shares

Read More »
Lucas Casarez, CFP® June 16, 2020
should you refinance your mortgage
Debt Management
Lucas Casarez, CFP®

Should I Refinance My Mortgage?

Should you refinance your mortgage loan? This has been one of the most popular questions I’ve helped my clients tackle over the last few months. When weighing the pros and cons of refinancing your mortgage, you should consider the following: How Long Do You Plan To Stay How Much Will It Cost When Do You Breakeven Should You Do A Cash-Out Refinance Alternatives To A 30-Year Mortgage

Read More »
Lucas Casarez, CFP® June 15, 2020
Linkedin
Facebook
Twitter
Youtube

Client Stats Logins

BrokerCheck

ADV

Subscribe