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Book Info

Author's Name

Adam Dawson, CFP(R)


This book teaches that financial success does not require earning an extremely high income or being a genious investor. Anyone can be financially secure throughout their life if they follow the basic principles of financial security that have been around for a long time. Although these principles are simple, they are not always easy to live by because often our pride, greed, laziness, selfishness, and fear get in the way. Furthermore, lasting financial security cannot be obtained overnight. It requires hard work, patience, and sacrifice. This book increases awareness of these issues and gives practical steps so that the reader can achieve reliable, lasting financial security regardless of unexpected events that might threaten to financially devastate them.

Size Info

Trim size: 6" x 9",
Page count: 190,
Interior type: Black and White,
Page color: White,
Spine width: 0.428"

Target Audience

Who are your readers?

I am a financial planner and intend for my readers mainly to be clients and prospective clients. The main purpose of the book is to attract new clients and to build prestige among existing clients and referral sources. My ideal client is a hard-working, well-educated, successful, conservative, religious person who cares about his or her family and wants to make a difference in the community. Most of my clients are small business owners, corporate executives, or self-employed professionals such as doctors, dentists, attorneys, engineers, architects, and accountants.

The content of the book is very philosophical and religious, digs deep into the purpose of life, the role money plays in that purpose, and strikes at the core of what behaviors and attitudes cause financial problems. I don't want any religious symbols on the cover, though. The book also gives very straight-forward, practical solutions to money problems, but in the context of the philosophical and religious aspects.

What 3 things would you like to communicate to your readers with this design?

1. That I know what I'm talking about, but am not pompous.
2. That this book is not going to be the typical boring financial book, but will be entertaining and enlightening--a fresh, new, timely approach they haven't heard before and that they can relate to like no other financial book they have ever read.
3. That the concepts will be easy to understand and apply, and that I am very approachable. I want them to feel welcome to call my office for more info.

Style and Content

What colors do you want to see in your design?

Blue is the most important one, because I have heard that blue is the color of trust (and also happens to be my favorite). Maybe a white background with blue lettering, maybe some silver or grey in there somewhere? I like simple, clean, classic, minimalistic designs that don't look too busy. Maybe even a monochromatic look would be cool, like the cover of E-Myth Revisited by Michael Gerber (the one with the white background), but I am open to other suggestions for color.

What colors do you NOT want to see in your design?

No strong feelings here, but I don't want the book to look too salesy or flashy, so I would say maybe to stay away from neon colors and bright red.

Describe the style(s) you like (traditional, modern, etc.)

As I mentioned, I like simple, clean, classic, minimalistic designs, like everything Apple does. I don't know if I could go that modern, though, because of the title of the book. I am trying to convey that the principles I discuss are timeless, meaning that they have always existed, but they are not out-dated. Therefore, I don't want it to look too traditional or old-fashioned. I also don't want it to look like just another boring financial book, so a fresh look might be intriguing. I really like Small Caps fonts.

I love the look of the Malcom Gladwell books like The Tipping Point, Blink, and Outliers:




I also like the look of The E-myth Revisited:


Here is a CD cover I saw recently that I really liked, because of its clean design and use of Small Caps:


What content must be included in your design?

Subtitle: Finding Peace and Prosperity in an Uncertain World

The CFP designation after my name must have a registered trademark symbol after it.

Picture of me on the back (see attached), along with the following synopsis:

Life is unpredictable. What do you fear might ruin your plans? Another stock market collapse? Another real estate crash? A major health crisis? Outliving your retirement savings? Is it possible to always maintain financial well-being despite these and other looming threats?

Most people blame their money problems on external forces over which they have no control. However, no one has to be a mere victim of circumstance. For generations, many people have enjoyed a lifetime of prosperity and peace of mind due to their diligent application of the principles discussed in this book, despite economic reversals or personal tragedies that could have been financially devastating.



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