Not one to leave Google Reviews very often, but my wife and I HAVE to leave 5 stars for Lucas Csasarez w/ Level Up Financial Planning.He has been incredible to work with in helping us plan for our future, with knowledge and advice in:- Student Loan Restructuring- 401K/IRA balancing- Overall budget-planning/financial-savings both short-term and medium-term- HSA/Insurance- Investing/High-Yield Savings AccountsMy wife and I were overwhelmed by all the accounts, processes, steps we needed to take to know that we were properly allocating our finances/budget in a way that would set us up for future success. We were floundering and didn't know where to start. EVERY single time we get off of a call with Lucas we feel so much better.I/we could not reccomend him more highly - His level of personal stewardship (ie learning our long-term financial goals/desires/wants) is truly impressive and he's wonderful to interact with each and every time.- Dillon Stine

This review is LONG overdue. I've been working with Luke for over 5 years now, and I can honestly say that I don't know where I would be without his help. I am not a person that is anywhere near remotely excited about anything that has to do with finances outside of getting a deposit, so working with Luke to ensure that I was set up appropriately for all the things was likely one of the best decisions I made years ago. From establishing credit to diversifying investments to navigating an IPO, Luke has been there every step of the way answering all of my questions and clarifying all points of confusion (and for me, there were several). I also make use of his tax services via Power Up Tax Planning, and that's also been super helpful--especially when following up on audits and the painstaking task of filing taxes each year. It's been great to not feel like I need to stress about these things. Luke's been in my corner for a while, and I'm grateful. If you're in search of a financial planner who is professional, kind, understands taxes, knows the financial intricacies associated with working at tech startups (e.g., RSUs, ISOs, NSOs, IPOs), and can plainly lay out the options available, you certainly should book a call and explore how Luke can help!

Before officially working with Lucas, I found his content online to be a constant source of financial guidance and encouragement in a way I hadn't seen before. I was even able to reach out to him directly with general questions, and if he didn't already have a blog post or podcast episode covering the topic, he would create one.That gave me the confidence to work with him directly to help me build the financial stability I was looking for. It took time, but thanks to his guidance, I've been able to achieve some of my biggest financial goals. Goals I didn't think were possible before we connected.Now, whenever someone in tech is looking for help with their finances, Lucas is the first person I recommend. Everyone I know who has worked with him has nothing but good things to say, and they have real results to show for it!