Rome wasn’t built in a day, and neither is financial security. Just as the great city required careful planning and strategy, so does your journey to wealth and retirement readiness.
Revisiting consent in your financial decisions allows you to take control, ensuring that every step you take is aligned with long-term prosperity and financial independence.
The Power of Informed Financial Consent
Many people unknowingly consent to financial risks and decisions they don’t fully understand. Whether it’s market volatility, excessive taxation, or ineffective retirement planning, failing to revisit consent can lead to unintended consequences.
By taking an active role in your financial strategy, you can shift liability and risk away from yourself and onto financial institutions, preserving your wealth for generations to come.
Why Elisabeth Dawson & Copia Wealth Management?
With over 24 years of experience, Elisabeth Dawson is more than just a financial advisor—she’s a money coach, author, educator, and trusted partner in wealth-building.
As the founder of Copia Wealth Management & Insurance Services and Copia Wealth Management Advisors Inc., Elisabeth has dedicated her career to empowering clients with financial education and strategic wealth-building tools.
Her journey into financial services was deeply personal. Overcoming family taboos about discussing money and witnessing firsthand the impact of strategic financial planning, Elisabeth found her true calling.
Today, she stands in the Top 1% of financial advisors nationwide, earning multiple awards, including Financial Adviser of the Year and Face of Finance, Wealth Management by San Diego Magazine.
Wealth by Design: A Strategic Approach
At Copia Wealth Management, we believe financial success is built over time through intentional, informed decisions. Our approach helps clients:
- Identify and recover lost opportunity costs
- Preserve assets against market volatility
- Balance tax-deferred and tax-free investments for maximum retirement income
- Avoid unnecessary taxes and penalties when accessing assets
- Ensure sustainable income streams for a comfortable retirement
Through our Retirement Income Planning Services, we educate and empower our clients to make strategic financial decisions that create wealth from lost opportunity costs and expenses. Our goal is to provide financial clarity and confidence, ensuring that you never run out of money in retirement.
Discover the Ultimate Wealth By Design Course
To further support financial literacy and independence, Elisabeth has authored the Wealth By Design book series, including the latest release, Retirement by Design.
She also offers a 10-part Ultimate Wealth By Design Course, which walks you through step-by-step exactly how to create financial freedom and a stress-free retirement. The course includes:
- Wealth By Design worksheets, spreadsheets, and action plans
- Instant access to practical financial strategies
- Proven methods to turn your dream life into reality
Listen to the Ways to Love Your Money Podcast
Elisabeth’s mission extends beyond one-on-one advising. Her Ways to Love Your Money podcast provides ongoing financial education, featuring expert insights and actionable strategies to improve your relationship with money. Listen on Spotify, iTunes, Pandora, and Podbean.
Take Charge of Your Financial Future
Revisiting consent isn’t just about reviewing past choices—it’s about making proactive decisions that support your vision for the future. With Elisabeth Dawson and her team’s expertise in retirement planning, you gain the knowledge and strategies needed to create wealth that lasts.
Ready to Build Your Financial Cornucopia?
- Start with a Free Retirement Income for Life Blueprint
- Explore the Ultimate Wealth By Design Course
- Book a Wealth Discovery Call with Elisabeth Dawson Today
Your financial future starts now. Take control, revisit consent, and build the life you deserve!
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Investment advice offered through Copia Wealth Management Advisors, Inc.
Copia Wealth Management Advisors, Inc. is a registered investment advisor.
