Level Up Financial Planning specializes in serving tech professionals. I understand 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.
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
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.
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.
When it comes to your finances and more specifically your life, you deserve someone who will work along side you.
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 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.
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.
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.
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.
L
ucas 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 & Adley.
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.
This episode delves into the financial issues tech professionals face, focusing on the challenge of managing credit card debt despite high incomes. It discusses how
Sean Page, a senior technical recruiter at Propel, shares his non-traditional career path from biology major to public health professional to tech recruiter. He emphasizes
Breaking Out Of Tech https://youtu.be/HESxOpk_V_I?si=KtFmtOUNQhp4Gcdn In this episode of Techie Personal Finance Bootcamp, host Lucas Casarez, CFP® discusses the process of transitioning out of a
In this episode, you’ll learn the answer to the following questions about how your employer stock impacts your taxes, as well as, charitable giving strategies:
https://youtu.be/HG8Df7SuG84?si=JwHe8EfuhSZuVgby In this episode, you’ll learn the answer to the following questions about how your retirement accounts impact your taxes, as well as, how to
https://youtu.be/eDdtjykg9vU Taxes can be complex and confusing, but it’s important to understand them so you can pay the correct amount and take advantage of all