Lucas Casarez, CFP® Level Up Financial Planning, LLC
- Virtual Out Of, Fort Collins, CO 80525
- (970) 222-6783
- http://www.levelupfinancialplanning.com/
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.
Recently Published
How to Make More Money
May 17, 2023https://youtu.be/bXnPXknr70o In this episode, we’ll talk about how to increase your income. Whether you’re looking to make more money to retire early, have more security and flexibility, or simply to make ends meet, there are a number of things you can do to make more money. How to Know If You Need to Make More…
The post How to Make More Money appeared first on Level Up Financial Planning.
What the Tech is a Home Equity Line of Credit (HELOC)?
December 16, 2022https://youtu.be/g2aV28C3hdU Do you own a home with a ton of equity? In this episode, I talk about the awesomeness of a Home Equity Line of Credit (HELOC). I cover the pros, cons, and how they compare to other options that may be available to you.
The post What the Tech is a Home Equity Line of Credit (HELOC)? appeared first on Level Up Financial Planning.
No Guts No Glory: Launching a Startup with Isai Cortez
November 18, 2022Isai Cortez is a Tax Attorney and owner of Bismark Tax, Inc in Los Angeles, CA. He’s also the founder of SynkBooks and an adjunct professor at Pepperdine University School of Law. Isai shares his story, which goes all the way back to age 4 when his family was in a situation that made him…
The post No Guts No Glory: Launching a Startup with Isai Cortez appeared first on Level Up Financial Planning.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Engineering Professionals
- Gen X
- 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
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
