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I share my personal story of quitting my job to start my business, Level Up Financial Planning.

While working in a position many would consider a dream position, with a 6-month-old at home, I quit my job. It was the scariest decision I ever made.

In addition to my story, I share a few of the financial steps I took before quitting and a couple of things I wish I had done differently.

  • Job hunting
  • Leaving your team
  • Reducing expenses
  • Building a plan
  • Importance of spouses support
  • Health insurance
  • Being smart about side hustles
  • Creating content
  • Choosing a niche

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Lucas Casarez is a Certified Financial Planner™ Professional serving tech professionals virtually out of Fort Collins, CO