The Copia Wealth Acceleration Pathway
COPIA Vision: Invent your ideal future
During this meeting, we’ll explore your dreams, hopes, and bigger game you want to play. We’ll show you surprising
strategies for making a meaningful transformation in your human, intellectual, financial and civic assets. By understanding
what’s possible empowers you to turn your ‘wish list’ into a ‘got it’ list.
COPIA Wealth Acceleration Pathway
You’ll learn about the key concepts, principles, and strategies for accelerating your wealth, starting rightfrom
wherever you are now. You’ll get clear about the steps to take to produce results that mean the most to you.
COPIA Discovery & Review
We take you through a structured, comprehensive approach for understanding your current
financial position, resources, strengths, and opportunities.
COPIA Present Plan: Your Current Financial Snapshot
After gaining an understanding of your current situation, we take a one-page look at
where you are financially, the products, tools, and strategies you have, and a list of
action items to complete.
COPIA Success Formula
This meeting ensures your understanding of necessary financial principles
and the recommended “success formula” for your financial and civic
assets. Some of the key areas include wealth transfers, recovering
lost opportunities costs, and getting one dollar to do the work of
many. We also discover hidden assets (money and other assets) and
find and plug money leaks
Copia Wealth Acceleration Strategies
We give you a clear numerical “x-ray” of your current economic environment; this
is the road you’re heading down. We’ll identify real and potential problems. Then we’
ll show you how to make more efficient financial decisions by re-directing your existing
COPIA Action Blueprint
The Copia Action Blueprint is a visual model that shows you a set of unique strategies for achieving
wealth and prosperity. This blueprint also provides mathematical calculations verifying that there is a
more efficient way to accelerate your wealth. These strategies create better benefits, more money supply,
and improved cashflow that enhances your lifestyle without spending any more you are currently spending
COPIA Acceleration In Action
With all contracts, supporting documentation, and preparatory steps completed, your Copia team begins
implementing your wealth acceleration plan and making things happen! This is a very exciting time because all your
efforts are coming to fruition and now you get to see your money actually working for you.
COPIA Accountability Factor
To ensure you stay on track, we arrange private coaching sessions as well as monthly, quarterly, and annual review
2333 CAMINO DEL RIO SOUTH, SUITE 240, SAN DIEGO, CA 92108
PHONE: (619) 640-2622 FAX: (619) 640-2600
CA LIC# 0C72164, 0G81294
Investment advice offered through Copia Wealth Management Advisors, Inc. Copia Wealth Management Advisors, Inc. is a registered investment adviser.