What Will Your Retirement Income Really Look Like?
Hi, I’m Elisabeth Dawson—and after working with clients for over 27 years, I can confidently
Discover How Elisabeth
can help you improve your
relationship with money
Explore valuable financial insights based on 26 years of educating and changing lives as a comprehensive fiduciary financial advisor.
Featured Posts
How to Create Lifetime Income Streams That Don’t Flinch in a Bear Market
Retirement shouldn’t feel like a guessing game, especially when the market drops. If you’ve worked
What Will Your Retirement Income Really Look Like?
Hi, I’m Elisabeth Dawson—and after working with clients for over 27 years, I can confidently
How to Create Lifetime Income Streams That Don’t Flinch in a Bear Market
Retirement shouldn’t feel like a guessing game, especially when the market drops. If you’ve worked
Are You Financially Literate? 5 Questions to Find Out
Are you truly financially literate? After 26+ years as a financial advisor, I’ve seen firsthand:
The Wealth Recovery Account: A Smarter Way to Build Financial Security
What is a Wealth Recovery Account (WRA)? As a financial advisor, I’m always looking for
Automation Hacks for Effortless Wealth-Building
The Power of Automation in Building Wealth Hi, I’m Elisabeth Dawson, founder of COPIA Wealth
The Psychology of Money: Why We Spend, Save, and Invest the Way We Do
How Emotions Drive Financial Decisions Hi, I’m Elisabeth Dawson, founder of COPIA Wealth Management &
What’s Your Money Personality? How Understanding It Can Transform Your Finances
Discovering Your Money Personality Hi, I’m Elisabeth Dawson, founder of COPIA Wealth Management & Insurance
How Rising Living Costs Impact Your Retirement Plan
As living costs continue to rise, retirees face new challenges that extend far beyond simply
5 Must-Have Strategies for a Stress-Free Retirement in San Diego
Retirement should be a time of joy, fulfillment, and financial peace—not stress and uncertainty. With
