Dana Croschere

Dana is the Certified Financial Coach of Level Up Life Planning, LLC.

Dana's greatest passion is empowering people to take control of their money and achieve financial freedom - which looks different for each person. She will educate you with personalized financial tools and strategies to help you feel fully equipped to navigate your financial journey and reach your goals. And the best part is that she will support you without judgment every step of the way!

Dana's journey began 20 years ago when she faced over six figures of debt incurred by someone else who had stolen her identity. To recover what she had lost, she learned everything she could about money management and became a budgeting pro. She then created a successful career in the financial industry. As she recovered her life and experienced financial freedom, she then began helping others do the same.

Dana enjoys working with our financial planning clients. She works alongside them to create a budget to add accuracy and value to the financial plan. 

*Dana does not offer securities or advisory services.