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Is helping clients like you feel freedom and hope
around money. I’ve been doing this for over 24 years.
is helping clients like you feel freedom and hope around money. I’ve been doing this for over 24 years.
Learn my “family secret” that got me into this industry in order to help your family!
As one of the best financial planners in San Diego, CA, Elisabeth Dawson has compiled her knowledge and life experience in two enlightening books. Check out the glowing reviews below.
Retirement takes financial planning and discipline. Why not work with a professional who knows what she’s doing? Questions I have been asking were answered. I highly recommend this book to all who are thinking about retirement or are already retired.
"She has a different perspective than traditional financial consultants and I like the more in depth yet personal approach."
"In fact, almost everything I'd been doing was DEAD wrong. I wish I had this information when I first started working. I've thrown hundreds of thousands of dollars away over the years that all could have gone towards my retirement. THANK GOD I discovered this now before it was too late." - AJ Roberts
Retirement by Design is yet another example of Elisabeth’s thought leadership in the financial planning world. The book is a no-nonsense guide to better financial outcomes using a coordinated and comprehensive approach to all aspects of financial planning. Elisabeth lays out how to steward your day-to-day and year-to-year life to find your desired outcome, even with all the twists and turns that this world has to offer. Enjoy the read and implement!
Elisabeth gives a sensible and logical approach for retirement and financial independence.
Retirement By Design is an enjoyable and educational read on how to safeguard your retirement plan. Elisabeth explains effective strategies for accumulating savings, the pluses, and the minuses in a simple and logical manner. This book is a must-read for people who are concerned with safeguarding their retirement and don’t want to worry about outliving their income.
Elisabeth shares the keys to a successful retirement but more importantly, she guides you through the financial structure you need to make it a reality. She does an incredible job of providing the necessary tools for long-term financial security. Elisabeth’s knowledge and experience are top-notch. She identifies the pitfalls many people face and outlines how to avoid them. I’ve seen what she can do, and her financial process is the whole package.
Once again Elisabeth Dawson has hit a home run! As one of the top financial advisors in the country, she has the unique ability to make something very complex, and easy to understand. For some, this book will be a life changer, for some, this book will be a lifesaver!
I love how such delicate information was written in a practical and comprehensive way and most importantly with heart. It just gave me a wider vision of many hidden actions that need to take place for the sake of my financial wealth and health. The extra bonus: it's a fast read!
Elisabeth's book gives you insight into how to better manage your finances, how to maximize protection for your loved ones, and how to plan for your retirement. The book is a good introduction and easy to follow along.
Wealth by Design gives individuals the opportunity to choose to dream big and change their financial destiny no matter what stage of life you are in! This book gives one a comprehensive look into possible holes in financial planning and educates you on learning to invest in yourself! Learn how to customize and personalize your financial plan depending on your financial goals! Find money in unexpected places and let your wealth multiply! Thank you Elisabeth!!
Elisabeth does an excellent job of explaining her advisory process and her strategies for retirement planning. Elisabeth’s deep desire to help people with this important topic comes through in every chapter.
Easy to read & packed with lots of good information about getting ready to be ready! Traditional finances are a thing of the past and the biggest hurdle we have is getting past what our parents did for planning. Since everyone has a different "story" this book just opens the door a crack so you can peer in a little. Opened my eyes to how insurance can vary and be your bank during the many phases of your life and not having to always rely on a traditional bank for funds. Thinking outside the traditional boxes of yesterday. Regardless of your age, give it a read.
Elisabeth gives a sensible and logical approach for retirement and financial independence.
Thank you, Elisabeth, for writing a book that's easy to understand for a layperson. Lots of info packed into an easy read. With all the great information I am not so afraid of retirement. After losing half of my retirement money in a divorce I am confident with this planning info I should be able to recoup before retirement. A must read (an easy read) for everyone!
I love how such delicate information was written in a practical and comprehensive way and most importantly with heart. It just gave me a wider vision of many hidden actions that need to take place for the sake of my financial wealth and health. The extra bonus: it's a fast read!
Elisabeth does an excellent job of explaining her advisory process and her strategies for retirement planning. Elisabeth’s deep desire to help people with this important topic comes through in every chapter.
Elisabeth's book gives you an insight how to better manage your finances, how to maximize protection for your loved ones, how to plan for your retirement. The book is a good introduction and easy to follow along.
This is a great financial informational booklet. In my opinion, it's a must have to help get your questions formulated for your professional financial planner.
Wealth by Design gives individuals the opportunity to choose to dream big and change their financial destiny no matter what stage of life you are in! This book gives one a comprehensive look into possible holes in financial planning and educates you on learning to invest in yourself! Learn how to customize and personalize your financial plan depending on your financial goals! Find money in unexpected places and let your wealth multiply! Thank you Elisabeth!!
Elisabeth’s video podcast, Ways To Love Your Money, was created to further her mission to help empower people to achieve financial success in their lives through education; with a goal of educating the mass population on having a better relationship with their money.
Our firm is named after Copia, the Roman goddess of abundance, prosperity, and riches.
Copia is the source of the word copious, and cornupcopia, which mean abundance and plenty.
The city where our namesake comes from wasn’t built in a day. Its riches were built over millennia.
Building your own cornucopia will take more than a day too. But if you do it right… it will be here to stay.
We’re here to show you how.
Rome Wasn’t Built in a Day…
Plan Right And Your Wealth Will Be Here to Stay
Our firm is named after Copia, the Roman goddess of abundance, prosperity, and riches.
Copia is the source of the word copious, and cornupcopia, which mean abundance and plenty.
The city where our namesake comes from wasn’t built in a day. Its riches were built over millennia.
Building your own cornucopia will take more than a day too. But if you do it right… it will be here to stay.
We’re here to show you how.
We educate and empower our clients to make strategic financial decisions that create wealth from lost opportunity costs and expenses. We do this by “Finding the Money” and showing you where to put it to create your desired present life and future chapter in life “Retirement”.
Are you searching for one of the best retirement planners in San Diego, CA? Take the first step towards financial freedom by contacting Elisabeth Dawson today.
CA LIC #0C71264, #0G81294
The information provided in this website is for informational and educational purposes only. This website is not investment advice nor is it intended to address the financial needs of any particular viewer. The opinions expressed of this website are not intended to be an endorsement of any particular investment strategy or service. You must make an independent decision regarding investments or strategies mentioned throughout the website. Before acting on information in this website, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from a financial or investment advisor.
Investment advice offered through Copia Wealth Management Advisors, Inc.
Copia Wealth Management Advisors, Inc. is a registered investment advisor.