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.
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
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.
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.
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.
When it comes to your finances and more specifically your life, you deserve someone who will work along side you.
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 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.
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.
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.
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.
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.
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.
With the end of the tax year approaching for 2020, you may want to consider whether you should do a Roth conversion. A Roth conversion