Strategy Guides

Take your financial confidence to the next level!

Level Up Financial Planning’s Commitment to Giving Back to the Community

Level Up Financial Planning joins the Pledge 1% movement. Adds a fun twist for clients to vote based on achievement point system.


April 12, 2019 0
Man chasing after money

The Downside to Making the Most Money You Ever Have

Is it possible to be in a worse position because you are making the most money you ever have? It happens more than you think. It’s not just the tax impact of additional income, but many of the lifestyle decisions that build up over time.


April 9, 2019 0
LIst of impacts of a recession on an individual.

How a Recession Could Impact You Strategy Guide

Instead of worrying about the next recession, understand how a recession could impact you and begin to build a game plan so that you are best prepared for the next recession.


December 22, 2018 0
Why Level Up Financial Planning is different

Why Level Up Financial Planning?

If you found this post, you are probably wondering to yourself what is up with the fun name for a financial planning firm? That is not normal. You may also be thinking why would I choose such a non-conventional company to navigate my important financial planning decisions? Well, I do not expect to be a fit for everyone. However, those who have found me to be a great fit, really benefit from not only the…
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December 10, 2018 0
purchasing stocks on robinhood

Should I Use Robinhood to Buy Individual Stocks

Picking individual stocks is a fun way to learn about investing. Investing apps like Robinhood have grown in popularity and encourage stock trading. But can individual stock picking actually help you achieve your goals and build a reliable strategy? Let’s review the awesome and less awesome aspects of individual stock picking and the Robinhood app. Fast Travel Links Pros of Using RobinhoodAccess for BeginnersPricingHands-On LearningCons of Using RobinhoodLack of a PlanShort-Term FocusYour Stock Can Lose…
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January 28, 2020 0
Noco newspaper personal financial planner

Northern Colorado Financial Planner Guest Writer at North Forty News

In 2019 I was excited to team up with the North Forty News to begin providing financial education to Northern Colorado in the form of guest articles. Below you can explore the contributions that have made their way to the North Forty News in their digital format. If you are in Northern Colorado, I encourage you to consider subscribing to this great Colorado owned local newspaper. Retirement Accounts: Roth Vs. Traditional Fast Travel Links Retirement…
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January 23, 2020 0
Tax Planning Services Fort Collins

Power Up Tax Planning Services Has Officially Launched

Power up your finances with a tax strategy! Why Power Up? Tax planning is a huge part of the value add I provide, but until Power Up, I did not have the ability to file taxes for my clients. When practically all of my clients have asked me if I do file tax returns, it became too hard to ignore that this had to happen. The Power Up Difference Most tax preparers are order takers.…
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January 20, 2020 0
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