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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!

There are so many amazing people I meet who didn’t recognize their own worth, and they were missing out on the wealth that follows.

I can say this, because I’ve been there.

I often see that people still aren’t being seen and heard—or compensated appropriately. I know that when we recognize our own strengths, our income grows, we feel abundance, and we thrive.

I want you to have what I have: success in life and success with money.

Nothing makes me happier than knowing I’ve made a difference in the lives of others, sharing key life skills and serving as a guide through the personal journey of aligning wealth with worth to build a WELLthy™ life.

Money is more than interest rates and budgeting. Understanding your true relationship to money and how self-esteem and how thoughts and emotions are at play with every decision we make is vital. And, believe it or not, it can be fun, too.

Dawn Signature

Ready to LIVE WELLthy?

Get crystal clear on who you are, what you want and how to live a WELLthy life.

No matter where you are on your wealth journey, Dawn’s unique approach to money management, centered on the concept of Owning your Worth, Earning your Wealth and Growing your Life, can help you to build lasting personal and financial security from the inside out. This is LIVING WELLthy!

 

MEET Dawn Dahlby

Wealth Wellness Expert, CFP®, BFA™, and CRPC®


 

Dawn Dahlby is a certified financial planner, wealth wellness expert and author of the upcoming book Live WELLthy™: Own Your Worth, Grow Your Wealth (Greenleaf Book Group, April 2023). 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 proven 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.

 

Dawn’s engaging coaching style and results-oriented approach to spending and saving has led her to become a sought-after speaker, a regular contributor to Worth Magazine and a media personality offering expert advice in on both broadcast and digital media platforms. Dawn is determined to share what she’s learned, empowering other women with the skills and encouragement to recognize the connection between their brains and their bank accounts. She’s currently launching a platform called Live WELLthy, which walks individuals who don’t have access to a financial planner of Dawn’s caliber through the process, merging technology with personalized financial advice to help a broader audience.

 

It’s not scary and it’s not hard.

Especially when you have a trusted ally who has your back.

First things first: In order to build true WELLth™, one must look within and then take action.

  • If you’ve been carrying emotional baggage about money, unpack it.
  • If you’ve had an iffy relationship with money, improve it.
  • If you’ve been afraid to ask for a raise, do it.
  • If you’ve been influenced by negativity, shed it.
  • If you’ve been unsure of whether to rent or buy, decide it.
  • If you’ve been concerned about retirement, plan it.
MEET THE TEAM

“Most people wish they could achieve both financial freedom and financial security at the same time. By mastering the Own it Earn it Grow it process you’ll be able to achieve just that: an elevated level of spending freedom today and security for your tomorrow.”

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