Lucas Casarez, CFP® Level Up Financial Planning, LLC

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.

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Recently Published

How to Retire Early & Financial Independence: Podcast

July 18, 2019

In honor of Independence Day, I was inspired to record a Early Retirement / Financial Independence Podcast. After listening to the show, you’ll have a better idea of what you need to do in order to set yourself up for the ability to retire early and reach financial independence. What to Do in Order to Retire Early Save, Like A lot Live as a Minimalist Debt Free (Should You Payoff Your Debt) Investments What  You Should…
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The post How to Retire Early & Financial Independence: Podcast appeared first on Level Up Financial Planning.

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Value and Cost of Working with Level Up Financial Planning

July 7, 2019

Value of Improving Your Finances Can You Improve Your Finances? Improving your finances allows you to have confidence that your goals are attainable. That confidence is the key to unlocking future possibilities and opportunities.  Leveling Up Is Permanent! If you do not believe you can level up, then we are not a good fit.  If you are excited to level up, here is where I may add value: Education Coaching Strategy Working with an Expert…
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The post Value and Cost of Working with Level Up Financial Planning appeared first on Level Up Financial Planning.

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How Should Married Couples Split Finances Strategy Guide

July 3, 2019

How should you and your spouse split your finances? Financial issues are one of the leading causes of divorce, so it is important to start out strong. Unfortunately, there is not a magic bullet. It does not make sense that there would be only one way to approach finances as a married couple. Instead I will provide you various scenarios and examples that you may wish to model for your family. Married Couple Money Conversations…
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The post How Should Married Couples Split Finances Strategy Guide appeared first on Level Up Financial Planning.

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Ideal Clients

  • Engineering Professionals
  • Gen X
  • Offers Free Assistance to Furloughed Government Workers
  • Parents
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly: $100+
  • Hourly: $200
  • Flat Fee: $400+
  • Aum: 0.9%

SEC Records

States Registered

  • Colorado

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