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

Making Smart Money Moves in 2021

January 4, 2021

Make SMART Financial Moves in 2021 We made it to 2021! A year like 2020 stretched us thin in many aspects of our lives and that may have included your finances. If you feel you can improve on your finances in 2021 and want to make it a priority, I want to provide you a framework to get started in 2021.  Improving your finances is more than dollars and cents, which is why it is…

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Redefining Happiness with Michael Liendo

December 31, 2020

Michael Liendo recorded a live stream with me for this episode.  Michael is a self-taught developer who is currently a senior software engineer and AWS community builder.  In this episode, Michael shares his career journey and how his family has been a massive motivation in not only breaking into tech but also not settling for positions that are not a good fit, even if it comes with a lot of perks. As well as, the…

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9 Tips to Manage Your Inheritance

December 12, 2020

This strategy guide on how you manage your inheritance is much overdo. The truth is, discussing an inheritance is never a fun topic, but I know how important it is to my clients that they manage their inheritance responsibly. Here are nine important tips you need to consider to make sure you can confidently manage your inheritance:

The post 9 Tips to Manage Your Inheritance 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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