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, 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 the Dahlby Difference 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!