Lucas Casarez, CFP® Level Up Financial Planning, LLC
- Virtual Out Of, Fort Collins, CO 80525
- (970) 222-6783
About Lucas Casarez, CFP®
Have you ever thought to yourself, this does not feel right, there haves to be a better way??? That is exactly the feeling I had when it came to financial planning and my previous employers. I understand businesses are created to make profits, but it should not dominate your why and be the reason why you want clients to work with you.
Luckily, I had another option. START Level Up Financial Planning and build it from the ground up to be focused on providing a ridiculous amount of value for my clients. I am personally vested in your success and am genuinely excited about all the cool and fun things you have planned for your life.
I have seen the dramatic difference that providing education, clarity, focus, and accountability has on my clients’ current financial confidence and the impact it has on their wealth potential.
I look forward to helping you discover the financial balance between enjoying life now but also ensuring a future that you can be excited about.
Safe Investment with High Interest? I Bonds Finally, a high-interest rate for your safe money…… for 6 months. Luckily the high-interest rate is ridiculously high enough that it may just sweeten the pot to make it worth your while. Enter I Bonds. The I stands for inflation, which is exactly what showed up…
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In her prior career, Kristal worked as a Software Engineer at BuzzFeed and Marqeta, Director of Operations at a cryptocurrency startup, and as an assistant to executives and leadership at Uber, Affirm, and Sledgehammer Games. She served the largest Latinx in tech community, Techqueria, as a community leader and helped to grow and nurture the…
The post Navigating Year One and Early Career in Tech with Kristal Garcia appeared first on Level Up Financial Planning.
- Engineering Professionals
- Gen X
- Technology Professionals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Assets Under Management
- Monthly: $100+
- Hourly: $200
- Flat Fee: $400+
- Aum: 0.9%