Set your goals
Track and fund your goals
Setting goals can sometimes be a difficult task, but it’s a vital step toward securing your financial future. Before we create your financial plan, we’ll work together to define and document your individual goals. This will give you—and us—direction as well as a destination toward which your financial road map will be built.
In this section, we’ll help you
- Add and prioritize your financial goals
- Select a funding source for each goal
- Track your progress
Learn how to set up your first goal
Setting Your Goals
No client or prospective client should assume that the information contained herein (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group, its investment adviser representatives, affiliates or any other investment professional.
Registered representatives of Lucia Capital Group only conduct business in the states where they are currently licensed.
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.