Welcome to your Personal Financial Dashboard
We can help you look at your entire financial life, going beyond just the numbers
This dashboard is all about you achieving your goals. Having everything you need, securely in one place, makes it easier for you to do just that. In this section, we’ll show you everything the system has to offer. From there, it’s entirely up to you to decide how much or how little information you want to enter. We’ll begin with the brief automated onboarding questionnaire, which you can complete in just a few basic steps.
Get acquainted with your Personal Financial Dashboard
Raymond J. Lucia Jr. is chairman of Lucia Capital Group, a registered investment advisor, and CEO of its affiliated broker/dealer, Lucia Securities, LLC, member FINRA/SIPC. Registration with the SEC does not imply a certain level of skill or training. Advisory services offered through Lucia Capital Group. Securities offered through Lucia Securities, LLC. eMoney is not affiliated with Lucia Capital Group or any of its subsidiaries.