Why “Set It and Forget It” Investing Fails Most Retirees
For years, the phrase “set it and forget it” has been promoted as a stress-free
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
A Fiduciary’s Guide to Building a Tax-Efficient Retirement Strategy
When I sit down with individuals and families from across San Diego—from Del Cerro to
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
What Determines Your Financial Future? Take Our Money Quiz to Find Out
I’ve spent over two decades helping people just like you take control of their financial
How to Help Friends and Family on Their Financial Journey
I’m Elisabeth Dawson, and I’ve spent over 26 years helping people take control of their
The Role of a Financial Advisor in Building Long-Term Wealth
Why Your Financial Future Deserves Attention Now For over two and a half decades, I’ve
How a Retirement Income Blueprint Can Secure Your Financial Future
Planning for retirement can feel overwhelming, but I believe it doesn’t have to be. For
How to Stop Money Leaks and Redirect Cash Flow to Your Goals
As someone deeply passionate about helping people achieve financial freedom, I often see individuals unintentionally
How Long-Term Care Affects Families: Emotional and Financial Perspectives
As a financial advisor, I’ve seen firsthand how important it is to plan ahead for
How Much is ‘Choice’ Worth? The Value of Planning Your Long-Term Care Options
Hello, I’m Elisabeth Dawson, a financial advisor here in San Diego and the founder of