Financial Services

Within this suite of financial services, we help individuals get a better handle on their finances to build wealth and increase their assets over time.

Our C-suite executive leadership is financially-equipped to prepare our clients for emergencies, assist with setting financial goals, shed light on spending habits, and provide education on various systems that can support their growth.

Budget Analysis

A budget is an estimate of income and expenditure for a set period of time. A budget will help you properly allocate your income, control your expenses, and if used properly it can lead to a happy retirement.

Level Up Advising can help prepare you for emergencies, assist you with setting financial goals, shed light on bad spending habits, and ensure that you don’t spend funds you don’t have.

Only about 30% of Americans maintain a formal budget! If you want the freedom to take trips, buy your first home, invest, or even retire before the age of 67, you need to follow some type of budget.

LUA will help you follow the 3 C’s of Budgeting which are CAPITAL, CONTROL, & CHANGE.

Credit Analysis

The only way to improve your credit is to know what’s triggering the changes. There are various factors that impact your credit history and scoring which can affect your ability (or lack thereof) to borrow money, obtain insurance, rent an apartment, or even obtain employment in certain fields or industries.

Level Up Advising can assist you with thoroughly evaluating and monitoring your credit report which includes all reported histories, amounts owed, length of credit, and any derogatory comments noted by creditors.

Cash Management

Cash management refers to a broad area of finance involving the collection, handling, and usage of cash.

Managing your cash, money or personal liquidity takes an organization which Level Up Advising has the expertise and tools to help.

We can help you organize your bank accounts based on your personal and household needs to stay on top of day-to-day activities as well as special events that occur throughout the year.

Whether you track your money via a check register or use online accounting software, our services help you save more money, earn higher interest on your savings (APY), and simplifies how you manage your inflows and outflows of cash among your deposit accounts.

Home Ownership Suite

The home buying process can be overwhelming for many. In most cases, people who don’t prepare nor does their research will end up making rash decisions that they must deal with in the long run.

Level Up Advising can help prepare you for the home buying process by incorporating various financial services offered with some additional tasks, creating a feasible checklist, setting timelines, reviewing home mortgage programs, and qualifications.

As an added bonus, we also connect you with industry professionals that can offer their expertise on house hunting, market trends, and the importance of obtaining a mortgage pre-approval to finally obtain the keys to your 1st home!

Joint Tax Preparation

There are a number of positive and negative aspects to consider before someone decides whether to file their own tax returns or use the services of a professional.

Level Up Advising offers a comprehensive education service to equip clients with resources and build awareness around the various tax rules, deductions, filing forms/schedules, etc. they need to be aware of.

We do not file federal or state tax returns for clients, but we do one better…… We EDUCATE and can recommend various network contacts when necessary.

Estate Planning

An estate, in common law, is the net worth (including all land and real estate, possessions, financial securities, cash, and other assets) of a person at any point in time while they’re alive or deceased.

It is the sum of a person’s assets – legal rights, interests, and entitlements to property of any kind – less all liabilities at that time.

Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life and at and after death, while minimizing gift, estate, generation-skipping transfer, and income tax.

Level Up Advising can provide a comprehensive evaluation of an individuals’ current net worth in order to plan for future life events (i.e. marriage, purchasing assets, having children, retirement, succession planning) while taking into account various protections to aid in the process.

We take a series of steps to ensure that your long-term personal and financial goals are established and assigned appropriate timelines to avoid stress later on.

Schedule your consultation today!