(800) 644-1150

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

Need help?

We’re here for you.

Sometimes figuring out what to do first—or next—can be confusing. We’re here to help you sort out and resolve any issues you may be encountering. If you want help getting started, aren’t sure which action to take next, or need someone to guide you through the process from start to finish, you can easily get in touch with us here at Lucia Capital Group by calling (800) 644-1150.

Contact our tech support team

Reach out to our technical support team if you need help with your Personal Financial Dashboard.

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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.