Chances are, you know your blood type, but do you know your money type? We all have one. And understanding your relationship with money is one of the key components to building the retirement you’re dreaming of. Unlike a blood type, you’re not born with a money type, but it probably did develop in childhood. Ask yourself these questions: • Do you avoid conversations about money even with your spouse or partner? • Do you promise yourself that you will spend less and save more but never follow through? • Do you know where your money is going? Even if you check your monthly bank and credit card statements, it is easy to miss fees and subscriptions that you may have on auto-pay. Do you really want or need them? If not, why are you still paying for them? WHAT IS YOUR MONEY TYPE?
Our team is ready to help you discover your money type and guide you toward a healthy and growing relationship with your money. We understand that talking about money can be difficult, but the sooner you have that conversation the sooner you can focus on building for the retirement you’ve always wanted. Let us help. Call 619-640-2622 for a complimentary consultation. Even if retirement is still years away, the decisions you make today can greatly impact your retirement reality. For a copy of our ultimate retirement playbook, visit wealthbydesignbook.com .
TAKE THE MONEY TYPE QUIZ Scan the QR code or go to quiz.elizabethdawson.com
COPIA WEALTH MANAGEMENT & INSURANCE SERVICES 2333 Camino del Rio South, Suite 240, San Diego, CA 92108
619-640-2622 | team@copiawm.com CopiaWM.com | ElisabethDawson.com
CA Lic.# 0C72164, 0G81294 Investment advice offered through Copia Wealth Management Advisors, Inc. Copia Wealth Management Advisors, Inc. is a registered investment adviser.
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