Hi! I'm Lucas and I can help you achieve financial clarity confidence goals security wealth abundance peace

Take your financial confidence to the next level!

Start with a Video Call

Who Level Up Financial Planning Serves

Level Up Financial Planning specializes in serving tech professionals. I undersand the importance of finding balance between having an awesome life today, but being confident and excited about your future possibilities.

To help you START quickly and Level Up to where you want to be faster, I offer multiple levels of service. 

Education

Your finances are not extremely complex and you just have a few questions you need answered at a high-level.

Best for: Early Career, Bootcamp Grad, or DIYers

Select

Planning

You have complex finances and you do not have the time or desire to make sure you are not making a mistake. You also want to make sure you are on track with a real plan.

Best for: Techies who place a high-value on time & income of $100,000 or more.

Select

Wealth Management

You have begun building wealth, but are not totally sure how it works or how it translates to you reaching your goals. 

Best for: Techies who want to make sure their investments match up with their financial plan.

Select

Team Workshop

Your teams’ wellness is an important part of your total compensation package. Studies have shown financial stress impacts employee productivity.

Best for: Employers who want to provide financial wellness at scale.

Select

Why Level Up Financial Planning

When it comes to your finances and more specifically your life, you deserve someone who will work along side you. 

Trust

Trust is the cornerstone of any valuable relationship and the trust that my clients have in me is not taken lightly. It may start initially as a feeling, but throughout the Level Up process, it will be backed up as I work with you to ensure that you are not only on track but Leveling Up as a result of our partnership.

Transparency

Transparency is a critical component of establishing a trusted relationship. As such, I am an open book and provide my pricing directly on my site so you can begin to identify the cost of investing in my services.

Fee-Only Financial Planning

As a fee-only financial planner. I am never paid by an outside party to influence the service you receive. Also, not all financial advisors are financial planner. While financial advisors typically only work with your investments. Financial planners help you plan for your current reality and guides you on how to best achieve your goals.

Fiduciary

A fiduciary standard is the highest level of care for clients. Being a fiduciary requires that your interest are always at the heart of every plan and recommendation. 

Collaboration

The collaboration process is ongoing and is what breathes life into your financial strategy guide. Before I can help you optimize a plan that empowers you to live your best life and be excited about your future, we need dig into what really matters.

About Lucas Casarez

LLucas Casarez financial planner fort collinsucas Casarez is a Certified Financial Planner™ and Founder of Level Up Financial Planning, Power Up Tax Planning Services, and the Techie Personal Finance Bootcamp Podcast.

 

Lucas’s biggest “why” is his family: his wife Brittany, his son Avery & daughters Emma & Eleanor.

It is because of his family, that he first started to realize that money is not the goal. Wealth is not the goal. Living an amazing life is the goal. This is reflected in the way Lucas approaches financial planning for his clients.

Learn More

Proud Member of

fee only financial planner logo
fee only financial planner fort collins colorado
tech financial planner
cfp financial planning fort collins
Philanthropic colorado

Featured on

Retire Early
Millennial Investing
guest lucas casarez certified financial planner
Noco newspaper personal financial planner
Podcasts

Level Up Stategy Guides

finding your first ux job
Coding Bootcamp
Lucas Casarez, CFP®

Landing a UX Job with Sam Harper

Sam shares his journey of escaping from his soul-crushing cubicle job to find his way into UX. His story is great and he has a lot of great resources that will help you think of additional tips and tricks to land your job in UX.  Here is what we cover: Navigating your career as a young professional Leveraging interests and experiences to create opportunities Challenging yourself to build skills and a portfolio Experiencing a layoff

Read More »
Lucas Casarez, CFP® May 15, 2020

A Podcast for Every Programmer w/ Charles Max Wood

July 10, 2019 Lucas Casarez CFP®/ Charles Max Wood Today’s guest, Charles Max Wood, discusses his career path from initially thinking programming was dumb to realizing how programming can make life easier, to his aggressive goal of providing a podcast for every programming community. Layoffs Employee Vs. Freelancing Podcasts Emergency Savings Team Work Business Freelancer List of Impactful Books Business Coaches  Importance of Processes Do What You Love Charles’ Infohttps://www.linkedin.com/in/charlesmaxwood/https://devchat.tvhttp://podwrench.com Resources Mentioned Profit First Let Your

Read More »
Lucas Casarez, CFP® May 12, 2020
student loan payment skip
Coronavirus
Lucas Casarez, CFP®

Covid-19 and Student Loan Payments

Things are changing quickly, with the rapidly evolving Covid-19 virus, we’ve seen the government and various entities throw everything they can at the economic side of the equation. Your student loans have been one point of TEMPORARY relief.  *Updated due to the signing of the Care Act March 27th, 2020* Why is the government implementing changes to your student loans? The economic fallout from closures and social distancing is hitting many different sectors of our

Read More »
Lucas Casarez, CFP® March 27, 2020
navigating unemployment
Budget
Lucas Casarez, CFP®

Navigating Your Finances During an Employment Gap

You’re unemployed, but that’s temporary. I’m writing this strategy guide in the middle of the chaos, which is the coronavirus. Things are especially scary now, but just like in any situation you have to keep your cool and not panic. The best way to reduce your anxiety is to have a game plan. Here are a few ideas and resources that I’d encourage you to explore. Unemployment Benefits Depending on your previous work history, you

Read More »
Lucas Casarez, CFP® March 15, 2020
purchasing stocks on robinhood
Beginners
Lucas Casarez, CFP®

Should I Use Robinhood to Buy Individual Stocks

Picking individual stocks is a fun way to learn about investing. Investing apps like Robinhood have grown in popularity and encourage stock trading. But can individual stock picking actually help you achieve your goals and build a reliable strategy? Let’s review the awesome and less awesome aspects of individual stock picking and the Robinhood app. *Robinhood Update 3.2.2020* If you plan to be an active trader, a recent event occurred during one of the largest

Read More »
Lucas Casarez, CFP® January 28, 2020
Noco newspaper personal financial planner
North Forty News
Lucas Casarez, CFP®

Northern Colorado Fee-Only Financial Planner Guest Writer at North Forty News

In 2019 I was excited to team up with the North Forty News to begin providing financial education to Northern Colorado in the form of guest articles. Below you can explore the contributions that have made their way to the North Forty News in their digital format. If you are in Northern Colorado, I encourage you to consider subscribing to this great Colorado owned local newspaper. Financial Triage Amid Covid-19 Are You Receiving a Stimulus

Read More »
Lucas Casarez, CFP® January 23, 2020
Linkedin Facebook Twitter Youtube

Client Stats Logins

BrokerCheck

ADV

Subscribe

Social media & sharing icons powered by UltimatelySocial