- Virtual Out Of, Fort Collins, CO 80525
- (970) 222-6783
- lucas@levelupfinancialplanning.com
- http://www.levelupfinancialplanning.com/
About Lucas Casarez, CFP®
Hi, my name is Lucas Casarez. I started Level Up Financial Planning to bring financial planning to those who need it most, Gen X/Y professionals & growing families. Over the last seven years, my life has been filled with dramatic changes. My wife and I moved across the country, juggled work and college, have purchased two homes, have two dogs, and had our son, Avery in 2017. Even with my knowledge on finances, all of these changes involved some degree of financial stress. I want to guide my clients through all of the important transitions that keeps most people up at night and take their financial confidence to the next level.
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 Be a Baller on a Budget Strategy Guide
June 11, 2018Most Americans are spending way more than they should just to keep up with their friends and family. This causes their finances to be out of line with what truly is important to them. If this rings true for you, I want to suggest a few ways that you can either cut back on spending,…
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Strategy Guide: Estate Planning for Families and Partners
May 17, 2018Game over, man. Talking about death is never something people are dying to do, but I still encourage my clients through this process because it is a major topic that needs to be covered in order to ensure your family has a well-rounded plan. Not only should they think about what great things they want…
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Strategy Guide: Planning for New Entrepreneurs
May 2, 2018Congratulations on your being an entrepreneur! One of the often overlooked aspects of going out on your own is being able to build your strategy from the ground up. Most new ventures have to start with an income of $0 the first day and it becomes a building process of both spreading the word about…
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Ideal Clients
- Engineers
- Generation X
- Growing Families
- 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