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Setting Your Goals

Goal Tracking and Funding

Setting goals can sometimes be a difficult task, but it’s a vital step toward securing your financial future. Before we create a financial plan, we’ll work together to define and document your individual goals. This will give you, and us, a direction, a kind of destination around which a financial road map will be built.

In this section, we will help you:

  • Add and prioritize your financial goals
  • Select a funding source for each goal
  • Track your progress

Setting Up Your First Goal


eMoney - Setting Your Goals

Setting Your Goals


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.

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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.