Lucas Casarez, CFP® Level Up Financial Planning, LLC
- Virtual Out Of, Fort Collins, CO 80525
- (970) 222-6783
- yhpnf@yriryhcsvanapvnycynaavat.pbz
- 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.
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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%
