Introducing Your Personal Financial Dashboard

Here at Lucia Capital Group, we continually strive to deliver enhanced services to you. We have been working diligently behind the scenes, setting up our client accounts on a new wealth management platform that will give our financial advisors more capabilities when illustrating our advice to you and your family.

We have partnered with two leading financial technology companies, eMoney and Riskalyze, to complement our existing capabilities, including our Bucket Strategy retirement system. In the coming weeks, we will begin a phased rollout starting with an introduction to your new Personal Financial Dashboard.

As an extension of our financial planning technology platform, your new Personal Financial Dashboard provides many useful features for taking your wealth planning to the next level. And the best part is that you can use as few or as many of these features as you’d like.

Here are just some of the features your Personal Financial Dashboard offers:

• Organization of all of your accounts in one place—this includes not only those at LCG but also those held elsewhere, like your 401(k), bank accounts, etc.
• Help managing goals beyond those addressed by your Bucket Strategy, like earmarking funds for a recurring or major, one-time expense
• Helpful budgeting features that automatically categorize your expenses and allow for further personalization
• Secure document storage through your personal online Vault, which your advisor can also use in order to securely deliver confidential documents (such as 1099s, living trusts, estate planning documents, etc.) directly rather than via email

As the financial industry continues to evolve from a transaction-oriented business to an ongoing advice business, we feel it’s in your best interest for us to continue to expand our offerings and capabilities. Your Personal Financial Dashboard is just one example. The benefits of this service go far beyond what the system allows you to do yourself, as there are also several tools that enable our team to better analyze your personal situation when delivering advice to you.

We aim to help you organize all of your important financial documents and accounts in one secure and centralized place while giving you a platform for collaborating with your trusted advisors and delivering a more comprehensive wealth management service.

This is no small undertaking, and our entire team is currently going through training led by Chief Financial Planning Officer Rick Plum, CFP®, as well as trainers at eMoney. At each monthly advisor meeting, we will strategize together on the best ways to use this tool with you.

In the meantime, at your convenience, please take a look at our education portal—and keep an eye out for forthcoming communication from your representative covering when we will begin your onboarding process.