Financial Planning & Wealth Management in San Diego
For 28 years, Elisabeth Dawson has helped individuals, families and business owners in San Diego replace financial worry with a clear, written plan.
Every engagement starts with your goals. From there, Elisabeth and her team coordinate the pieces that usually live in separate places: retirement, investments, taxes, income and the legacy you want to leave.
Explore the services below, or book a Wealth Discovery Call to talk through where you are today.
Services Built Around Your Goals
Most people come to us with one question, like when they can retire or what to do with a 401(k). We look at that question in the context of your whole financial life.
Financial Planning
A written plan that ties your income, savings, debt and goals together, then adapts as life changes.
Retirement Planning
Know when you can retire, what your lifestyle will cost and how your savings and Social Security fit together.
Retirement Income Planning
Turn savings, pensions and Social Security into a monthly income plan you can follow with confidence.
Wealth Management
Investments, taxes, insurance and estate plans coordinated into one strategy and reviewed regularly.
Tax Planning
Strategies to manage what you owe over time, from withdrawal order to Roth conversions, coordinated with your CPA.
Fiduciary Advice
Advice given in your best interest, with plain-English explanations and transparent fees.
Four Steps to a Clear Plan
Wealth Discovery Call
A relaxed first conversation about where you are today, where you want to go and whether we are a good fit.
Your Written Plan
We map your income, assets, taxes and goals into one coordinated plan with clear next steps.
Put It in Motion
We help you carry out each recommendation, working alongside your CPA and attorney when needed.
Review and Adjust
Your plan is revisited regularly so it keeps pace with your life and the markets.
A Plan Built Around Your Life
Financial decisions rarely happen one at a time. A rollover affects your taxes, your taxes affect your retirement income, and your income plan affects what you leave to your family.
Elisabeth’s approach combines education with planning. You will understand the reasoning behind each recommendation, and your plan is reviewed as your circumstances change.
As a Certified Money Coach, the author of Wealth by Design and Retirement by Design, and the host of Ways to Love Your Money, Elisabeth also helps clients understand the habits and beliefs that shape how they handle money.
Rooted in San Diego for 28 Years
Elisabeth Dawson and the team at COPIA Wealth Management & Insurance Services work with individuals, families, retirees and business owners throughout San Diego County, including La Jolla, Del Mar, Carlsbad, Encinitas, Rancho Santa Fe, Poway and Coronado.
Book Your Wealth Discovery Call
A Wealth Discovery Call is a relaxed first conversation about where you are today, where you want to go and whether working together could be a good fit.
Bring your questions about retirement, investments, taxes or income. We will listen, first and foremost, before exploring how we may be able to help.
