Meet Dawn

It actually took the death of my mother a few years ago to make me realize that I had been short-changing myself throughout my entire professional career as a CFP® at some of the biggest financial institutions in the country.

I realized what my mother had struggled with all her life—the idea that she wasn’t worth time, money, energy, love, happiness—was exactly what would dictate my own future…unless I made a change.

I had already launched the Relevé Financial Group, a boutique financial services company catering to executives and entrepreneurs, multi-generational families, individuals and independent women responsible for managing business and personal wealth, and those in or near retirement about to transition into financial independence. And I’d already built a team of brilliant wealth advisors who share a unified approach to earning, spending, and saving based on my LIVE WELLthy™ method.

Over the years, my business and my clients have prospered. But something had been missing.

After losing my mother, I decided to take action.

Yes! I am worth more; more time, money, energy, love, and happiness. And so are you!

MEET Dawn Dahlby

CFP®, and BFA™

Dawn is a certified financial planner, and best selling author of Live WELLthy™: Own Your Worth, Grow Your Wealth. She is the country’s first behavioral financial advisor, a certification that focuses on both the emotional and practical aspects of managing money. Dawn also serves as the founder and president of Relevé Financial Group, a multi-million-dollar advisory firm. As a fiduciary with over 20 years of experience providing financial advice, Dawn has not only led her clients from moderate incomes to affluence, but she has helped them become truly “WELLthy.” Her proprietary approach helps people learn to save for tomorrow without having to sacrifice living today by merging the most effective teachings of self-help with finance to create a unique focus on “spending freedom.”

Over her years as a financial advisor, Dawn realized that even the extremely rich have anxiety about money, and that if they want true financial freedom, they need to transform their thoughts and emotions, not just their bank accounts. Dawn calls this living “WELLthy.”

To better serve them, she developed a program that helps people earn, own, and grow as they pursue the freedom of being truly WELLthy. The proprietary process helps people identify what they want out of life, and she provides tools so people can get the money to make it happen. Through the process, people learn to stop worrying about spending today in their efforts to save for tomorrow, and instead find financial peace and happiness.