- Virtual Out Of, Fort Collins, CO 80525
- (970) 222-6783
- lucas@levelupfinancialplanning.com
- 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
Ain’t No Shame in My Thrifty Game Strategy Guide
March 16, 2019Being thrifty is actually a good thing! I share with you how to make thrifty purchasing decisions and share with you some of my family's thrifty ways.
The post Ain’t No Shame in My Thrifty Game Strategy Guide appeared first on Level Up Financial Planning.
Are You on Track Financially? Strategy Guide
March 4, 2019Am I on track financially? The answer to this question is why many of my clients reach out to me initially. This is a very scary question to ask for many because most are not on track and acknowledging this reality means that you may need to shift either your goals or change your behavior to align your financial decisions with what is most important to you. The answer to are you on track is…
Read more
The post Are You on Track Financially? Strategy Guide appeared first on Level Up Financial Planning.
Understand Your Employee Stock Purchase Plan (ESPP) Strategy Guide
February 2, 2019If your employer offers you an employee stock purchase plan and you are not participating, you may be leaving thousands of dollars on the table. Many people put off enrollment for many reasons, but the biggest is because they do not understand how their employee stock purchase plan works. How about we cure your confusion and give you the information you need to understand your employee stock purchase plan and determine whether you should enroll. Missing…
Read more
The post Understand Your Employee Stock Purchase Plan (ESPP) Strategy Guide appeared first on Level Up Financial Planning.
Ideal Clients
- Engineering Professionals
- Gen X
- Offers Free Assistance to Furloughed Government Workers
- 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
