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!

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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

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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.

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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.

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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.

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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.

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Level Up Stategy Guides

Tax Planning Services Fort Collins
Taxes
Lucas Casarez, CFP®

Power Up Tax Planning Services Has Officially Launched

Power up your finances with a tax strategy! Why Power Up? Tax planning is a huge part of the value add I provide, but until Power Up, I did not have the ability to file taxes for my clients. When practically all of my clients have asked me if I do file tax returns, it became too hard to ignore that this had to happen. The Power Up Difference Most tax preparers are order takers.

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Lucas Casarez, CFP® January 20, 2020
should i job hop in tech
401k
Lucas Casarez, CFP®

Pros and Cons of Job Hopping in Tech

Do you have a past of job-hopping or are you considering making your first hop? Normally, this may be frowned upon by future employers, but if you are in tech, it is so common that it’s not nearly the blemish it would be in other industries. Even though it’s not something to be concerned about with your future tech employment opportunities, there are still a few things to consider.  Pros of Job Hopping in Tech

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Lucas Casarez, CFP® January 12, 2020
Roth conversion faq
Retirement Plans
Lucas Casarez, CFP®

Should I Do a Roth Conversion This Year Strategy Guide (2019)

With the end of the tax year approaching for 2019, you may want to consider whether you should do a Roth conversion. A Roth conversion is an underutilized financial planning tool that many individuals and even financial planners overlook! The new tax reform, which effectively lowered the tax burden for many Americans made this strategy even more attractive than in previous years. How do you know if it is the right strategy to implement this

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Lucas Casarez, CFP® December 7, 2019
lock up expiration on uber stock
Employer Stock
Lucas Casarez, CFP®

What Should I Do with the Uber Stock Lock-Up Expiration?

Have you been anxiously awaiting the Uber stock lock-up expiration? This week is sure to be an interesting time period for Uber stockholders. Almost half of which have been UNABLE to sell their Uber stock due to the lock-up period associated with Uber’s initial IPO. Are you one of those individuals? If you happen to be an employee, you are also dealing with the unique situation that occurred due to your RSUs vesting when Uber

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Lucas Casarez, CFP® November 3, 2019
tips to increase income
101 Level
Lucas Casarez, CFP®

8 Ways to Significantly Increase Your Income

What is a significant increase in income? Really that is up to you to decide for yourself. All of the items outlined below range from a potential increase of 1% with very little effort to as much as 100% but takes a lot of your time and energy. Increase Income with a Raise Asking for a raise is not easy. Early in my career, I shied away from asking for raises and I know I

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Lucas Casarez, CFP® October 22, 2019
Investment Blueprint Image
Calculator
Lucas Casarez, CFP®

Level Up’s Investment Blueprint Calculator

Choosing your investments for your 401(k) is an intimidating part of your financial planning. When I ask clients what strategy they used to choose their investments is “I picked the investments that had the highest returns” or “I just did the default”. Having an investment blueprint is crucial in grounding your investment decisions. Without a well thought out investment process, you will be more likely to do the wrong thing at the wrong time. I

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Lucas Casarez, CFP® October 19, 2019
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