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
lock up expiration on uber stock

What Should I Do with the Uber Stock Lock-Up Expiration?

Have you been anxiously awaiting the Uber stock lock-up expiration? This week is sure to be an interesting time period for Uber stockholders. Almost half of which have been UNABLE to sell their Uber stock due to the lock-up period associated with Uber’s initial IPO. Are you one of those individuals? If you happen to be an employee, you are also dealing with the unique situation that occurred due to your RSUs vesting when Uber…
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November 3, 2019 0
tips to increase income

8 Ways to Significantly Increase Your Income

What is a significant increase in income? Really that is up to you to decide for yourself. All of the items outlined below range from a potential increase of 1% with very little effort to as much as 100% but takes a lot of your time and energy. Fast Travel Links Increase Income with a RaiseIncrease Income with New EmploymentIncrease Income with a Side HustleMaximizing Credit Card Rewards: Receiving Employer Match in Your 401(k): Increase Income with…
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October 22, 2019 0
Investment Blueprint Image

Level Up’s Investment Blueprint Calculator

Choosing your investments for your 401(k) is an intimidating part of your financial planning. When I ask clients what strategy they used to choose their investments is “I picked the investments that had the highest returns” or “I just did the default”. Having an investment blueprint is crucial in grounding your investment decisions. Without a well thought out investment process, you will be more likely to do the wrong thing at the wrong time. I…
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October 19, 2019 0
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