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

Student Loan Forgiveness Announced!

August 25, 2022

Huge news dropped today regarding student loans. There will be student loan forgiveness! That’s not all, as most people expected, student loan forbearance was extended through December 31st, 2022. Finally, there will be a new income-based repayment plan that will reduce the burden of student loan payments on the remaining balances. The forbearance is pretty…

The post Student Loan Forgiveness Announced! appeared first on Level Up Financial Planning.

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Special Guest: Insurance Expert – Jessica Casarez

August 12, 2022

This was a fun episode to record with my mom, Jessica Casarez, who has been working for the same insurance agency for the last 37 years.Insurance coverage is almost like a foreign language and she does an amazing job and translating and simplifying the information.Topics covered: How much insurance coverage do you need to replace…

The post Special Guest: Insurance Expert – Jessica Casarez appeared first on Level Up Financial Planning.

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Fertility Planning with Dr. Aimee Eyvazzadeh

July 15, 2022

https://youtu.be/W5N6xwIdWsw Dr. Aimee shares important information about fertility. It’s her goal to let as many women avoid saying, I wish I would have known sooner. In this episode Dr. Aimee answers the following questions: The importance of understanding your fertility Alternative options to egg freezing A range of costs associated with egg freezing and alternatives…

The post Fertility Planning with Dr. Aimee Eyvazzadeh appeared first on Level Up Financial Planning.

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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%

SEC Records

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