No email required
Planning Fee Estimator
Ten questions about your situation return the fee range a comprehensive financial plan like yours typically falls into. An estimate, not a quote.
Estimate planning feesResources / Planning decisionsTHE PLANNING RESOURCE LIBRARYA useful place
A useful place
to begin.
Start with the decision in front of you. Explore the questions, see how they connect, and take away something you can use.
Choose your starting pointCHOOSE YOUR STARTING POINT
What are you thinking about?
WHEN WORK BEGINS TO CHANGE
What needs to replace your paycheck?
Connect the income you expect, the life you want to fund, and the decisions that happen before work ends.
01Spending & available cash02Benefits & healthcare03Accounts & taxes
01Understand
Start with the retirement decisions
An overview of the questions to put on your calendar.
Explore 02ExploreSee the questions in a household example
A fictional household weighing retirement and its Orange County home.
Explore 03UseBuild your retirement income outline
A worksheet you can complete and print without signing up.
Open the resourceBEFORE MAKING THE INSTRUCTION
How does a conversion fit the rest of the year?
Organize the income, tax-payment, healthcare, and spending questions before choosing an amount.
01Household income02Tax-payment cash03Medicare & timing
01Understand
Read the three-part Roth series
Begin with how much to convert, then follow the series.
Explore 02ExploreSee how tax decisions connect
The expanded planning tile connects taxes to other decisions.
Explore 03UsePrepare your conversion review
A practical checklist for your tax and financial professionals.
Open the resourceBEFORE THE TERMS ARE FINAL
What does the business need to make possible?
Bring the intended life after the business into the conversation about timing, proceeds, and who needs to be involved.
01Personal spending02Proceeds & timing03Professional coordination
01Understand
Explore the business-exit questions
The planning questions behind a transaction.
Explore 02ExploreSee an owner’s planning example
A fictional owner considering future payments and a retirement date.
Explore 03UsePrepare a business-exit conversation
A working list of questions and records, with a printable takeaway.
Open the resourceHELPFUL WITHOUT THE HANDOFF
Use it here. Take it with you.
Create a personal planning reminder.
NO EMAIL REQUIREDYour retirement
Your retirement
income outline.
Put monthly spending beside the income you expect. See what still needs funding and what needs another look.
Try the worksheet Your entries stay in this page. Nothing is sent to Via Luce.WHEN YOU WANT TO TALK IT THROUGH
Bring the question. We’ll start there.
Explore the scope, fees, and steps involved in working with Brent. Financial planning is available without moving your investments.
Working with Via LuceResources
Useful tools for a better first conversation.
These resources are educational starting points. They can help clarify the scope of a planning engagement or how investment uncertainty feels to you before you meet with an advisor.
Email required
Investing Comfort Questionnaire
Twelve short questions create a preliminary 0-100 snapshot of how potential loss, market declines, and uncertain outcomes feel to you. Financial capacity is reviewed separately.
Begin the questionnaireDifferent tools, different privacy choices. The Planning Fee Estimator requires no email. The Investing Comfort Questionnaire requires contact information for assessment-related follow-up and offers a separate optional educational-email choice.