Level Up Financial Planning specializes in serving tech professionals. I understand 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.
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.
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
Lucas 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 & Adley.
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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What the Tech is a Backdoor ROTH? https://youtu.be/dqCvA1zlOs8 The Backdoor ROTH is an advanced planning strategy for high earners and big savers. Should you use
My guest today is Gina Covarrubias, Certified Life Coach, B.S. Aeronautical & Astronautical Engineering (Purdue University), M.S. Mechanical Engineering (University of Utah) Her distinctive