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

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

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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

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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

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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

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Lucas Casarez, CFP® June 15, 2020
career kharma coding bootcamp
Coding Bootcamp
Lucas Casarez, CFP®

Career Transitions & Career Karma with Chad Crabtree

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 Cost Remote Work Time Management Importance of Following Up Value of Clear Goals Career Karma’s Story Income Share Agreements (ISA) You can connect with Chad using the following

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Lucas Casarez, CFP® May 26, 2020
what to do with your old retirement account
401k
Lucas Casarez, CFP®

What to Do With Your Old 401(k) Strategy Guide

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

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Lucas Casarez, CFP® May 26, 2020
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