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.
Recently Published
Safe Investment with High Interest? I Bonds 2021
December 11, 2021Safe Investment with High Interest? I Bonds Finally, a high-interest rate for your safe money…… for 6 months. Luckily the high-interest rate is ridiculously high enough that it may just sweeten the pot to make it worth your while. Enter I Bonds. The I stands for inflation, which is exactly what showed up…
The post Safe Investment with High Interest? I Bonds 2021 appeared first on Level Up Financial Planning.
Do I Need Estate Documents with Will Beyers
December 3, 2021Do You Need Estate Documents with Will Beyers Do you need estate documents? I invited my friend and Estate Planning Expert, Will Beyers, to shed some light on that answer. Will does a great job summarizing what each document does and provides some context on when and why they will be needed. …
The post Do I Need Estate Documents with Will Beyers appeared first on Level Up Financial Planning.
Navigating Year One and Early Career in Tech with Kristal Garcia
November 18, 2021In her prior career, Kristal worked as a Software Engineer at BuzzFeed and Marqeta, Director of Operations at a cryptocurrency startup, and as an assistant to executives and leadership at Uber, Affirm, and Sledgehammer Games. She served the largest Latinx in tech community, Techqueria, as a community leader and helped to grow and nurture the…
The post Navigating Year One and Early Career in Tech with Kristal Garcia appeared first on Level Up Financial Planning.
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%
