Elisabeth Dawson is the founder of COPIA Wealth Management & Insurance Services, an organization that provides financial and insurance advising with education to help her clients achieve their desired wealth goals. Her organization’s macroeconomic approach begins with a comprehensive evaluation of a client’s “Wish List” and financial engineering strategies to achieve successful results with minimized risk. Unlike other traditional financial planning firms, COPIA Wealth Management & Insurance Services with Elisabeth as President and CEO, educates and counsels her clients through every financial task and decision in their lives. Elisabeth specializes in working with entrepreneurs, small businesses, individuals, couples, families and multi-generational legacy families. Elisabeth’s financial areas of expertise include: insurance, various investment strategies, income protection, tax mitigation strategies, and wealth accumulation strategies.
Descripción del libro
Wealth By Design is meant to encourage individuals rethink the financial path they are on and begin to show them how to create and achieve the life they want today, without feeling broke, while still pursuing their own unique ideal retirement. Readers are introduced to the steps of the Copia Wealth Acceleration Pathway™ to get a better understanding of how Elisabeth and her team can help to educate and guide them to truly enjoy the financial life they deserve.
Público al que se apunta
Individuals (male and female) age 30 and over: working adults, retirees, and those nearing retirement. Primarily in the U.S.
Tipo de portada de libro
Tapa blanda o Paperback
aún no lo sé
Diseño de inspiración
¿Qué colores quieres que tenga tu diseño?
Ligeros y neutrales
Atributos de estilo
Necesidades de diseño
Professional but modern and not boring; eye catching; original. Mood: confident, successful, and optimistic. Possibly incorporate the idea of a blueprint somehow (just an idea, not an absolute requirement)
Lo que debe evitarse
Cliches such as golden eggs or dollar bills
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