Know what comes before the commitment.
A first conversation should help you understand the fit, the work involved, and the questions that need answers before you engage an advisor.
Begin with what needs attention.
Describe the decision.
Retirement, a business transition, a change in family circumstances, or a set of financial decisions that no longer feel connected.
Clarify the work.
Discuss the questions to address, the professionals already involved, and the information needed to evaluate your situation.
Review the engagement.
Confirm the scope, fees, responsibilities, and next steps before deciding whether to proceed.
What would you like to understand first?
What does financial planning cost?
The existing planning fee estimator provides an indicative range based on your circumstances. It does not request contact information. An estimate is not a quote; confirm scope and fees for an actual engagement.
Use the planning fee estimatorCan I keep my investments where they are?
Yes. You can engage Via Luce for financial planning without moving your investments.
Is there a minimum?
The minimum financial planning fee is $3,000. Your fee depends on the scope and complexity of the engagement. Use the planning fee estimator for an indicative range, then confirm the actual scope and fee before proceeding.
What will I receive?
Agree on the decisions to address and how the work will be documented.
Can my CPA or attorney stay involved?
Coordination with your existing professionals is part of the conversation. Tax and legal advice remains with the appropriate qualified professionals.
Can we work together remotely?
Via Luce serves clients beyond Orange County, including clients who have moved out of state. The available services depend on registration and licensing requirements.
Where we workWhat an ongoing planning conversation can include.
Life, family, business, and portfolio questions may arise on different schedules. The existing annual planning calendar shows how topics are organized through the year.
Explore your planning yearBring the question you are carrying.
Use the existing scheduling page to talk about your situation and whether the practice is a fit.
Open the scheduling page