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

The Impact of the Pandemic on Your Finances

May 6, 2021

If you are anything like my family, your spending habits have changed significantly during the pandemic. If you managed to maintain employment throughout this whole period, then you may have found that your savings accounts actually increased. Or maybe you are a stress shopper and managed to find more ways to spend money now that you have more time on your hands. Either way, your spending habits are likely to change again as we approach…

The post The Impact of the Pandemic on Your Finances appeared first on Level Up Financial Planning.

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Stimulus Checks 3.0 Summary of Key Details

March 13, 2021

After congress passed the most recent stimulus (which included something called a vote-a-rama) there are a lot of new details to cover! Stimulus Checks The big news was the approval of Stimulus checks of $1,400. Similar to the previous rounds of stimulus payments, this will be an advanced credit. This will be in advance of  your 2021 tax return. The previous two stimulus checks were advanced credits on your 2020 return. Even though that sounds…

The post Stimulus Checks 3.0 Summary of Key Details appeared first on Level Up Financial Planning.

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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…

The post Making Smart Money Moves in 2021 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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