“Focusing on top-line growth versus bottom-line savings is a major mindset shift.”
Does your financial situation scare you?
Does thinking about your finances simply overwhelm you?
Do you feel like debt controls you, or your taxes are too high?
Stop fearing the unknown.
Start taking advice from someone who has actually been there. Dawn has the expertise to help you overcome overwhelm and teach you how to have success in life, and with your money.
- Access practical tools you need to manage your wealth.
- Learn how to make decisions based on how you want to live; not only on how much you can afford.
- Learn to understand what you can afford today, while financially securing your tomorrow.
- Gain the knowledge to teach the next generation how to be resourceful and build true wealth and worth.
Are you ready to build your WELLthStyle™ Plan?
INTRODUCING
GROW IT!
With this proprietary program*, you will find the tools and the support you need to grow your wealth now and in the future. And it’s yours to keep once you purchase it!
Only a few people get to experience both financial freedom and security combined. Dawn wants you to experience both.
This is THE PROGRAM to help you do it!
HERE’S WHAT YOU GET WITH THE GROW IT! MEMBERSHIP:
- THE WEALTH FACTOR: Build and implement your own personalized WELLthStyle™ Plan with our proprietary software, self-guided video modules and personalized guidance from Dawn.
- 70 action-packed lessons showing you the tools Dawn uses for her six-figure earning clients.
- Private course dashboard allowing you to work at your own pace.
- Support and accountability to help you build and implement your plan.
- Membership to the private LIVE WELLthy™ Facebook Group.
- Membership to the private LIVE WELLthy™ online learning community and private access to elevated conversations with Dawn and community members.
- Monthly LIVE COACHING CALLS with Dawn. She will give her strategic advice, answer questions and provide guidance in a small private group setting.
*End user will be required to download an Excel file containing the WealthFactor tool to their personal computer and must have Microsoft Excel in order to utilize it.
TAKE A PEEK INSIDE AT THE FIRST 3 MODULES OF GROW IT!
MODULE 1
Intro to GROW IT!
Building real wealth and living a life of worth and wealth all comes down to the decisions you make. Learn how our clients have achieved massive results using the tools now included in this course, and witness the value an advisor can bring to your financial status.
MODULE 2
Intro to The Wealth Factor
A comprehensive Excel Workbook, called the Wealth Factor, will be provided to you to use throughout the entire course – and into your future – to design your financial goals, as well as align your income, current debt, core values, and more!
MODULE 3
Household Income and Taxes
Set achievable financial goals for your future including debt, cash reserves, education, and other personal goals specific to your life. You will learn exactly where your money should be going to meet all your current and future goals. YES, you can still spend for today and save for tomorrow!
Dawn has been changing the lives of her clients for more than 20 years
CLIENT EXAMPLE:
- Young couple with 2 small children anxious about their financial situation.
- $75k combined income.
- $8k credit card debt.
- $1500/mo mortgage.
DAWN’S SUPPORT:
- Assessed decisions, prioritized goals and created a plan.
- Stopped the tax overpayment to the IRS.
- Implemented a 6-month debt pay off plan.
THE RESULTS:
- They have a better understanding of exactly where their money should be going to meet their goals.
- They have confidence in their ability to execute the plans now in place.
- They have more disposable funds to use for their today and tomorrow goals.
- They are in control of their finances and their fear of uncertainty has been removed.
MEET YOUR INSTRUCTOR
Dawn Dahlby
Wealth Wellness Expert, CFP®, BFA™, and CRPC®
Hi, I’m Dawn Dahlby!
- Certified Financial Planner
- Wealth Wellness Expert
- The country’s first Behavioral Financial Advisor
- Founder and President of Relevé Financial Group – a multi-million-dollar advisory firm
- Creator of the Live WELLthy™ education and financial planning platform
- Author of the new book “Live WELLthy™: Own Your Worth, Grow Your Wealth” (April 2023)
As a fiduciary with over 20 years of experience providing financial advice, I teach people to save for tomorrow without having to sacrifice living today. My proprietary process helps people identify what they want out of life, and provides tools to get the money to make it happen.
My unique approach seamlessly merges the most effective teachings of self-help and finance, alleviating financial anxiety by ensuring people have spending freedom today and tomorrow.
Dawn’s COMMITMENT
“My goal is to help you create total life security, so you can live with internal and external security without fear, anxiety, or guilt, but with clarity and direction around any of your life and money decisions. Nothing is more fulfilling than knowing you have enough money to support the life you want. Let me help you make sound and rational financial decisions that could potentially put money back in your pocket, and give you the peace of mind you deserve.”
INCLUDED BONUSES:
GROW IT!
Membership includes access to all course materials where you will explore a variety of financial concepts and comprehensive financial advice:
- SPENDING PLAN: Create cash reserve security and lifestyle freedom for both today and tomorrow
- DEBT MANAGEMENT PLAN: Debt payoff/pay-down payment plan
- SAVINGS PLAN: Based on your personal goals
- PROTECTION PLAN: Protect your most valuable assets
- INVESTMENT PLAN: Personalized strategy including asset and sector allocation, low cost investments, re-balancing portfolio
- TAX PLANNING: Minimize your taxes through protective income and investment tax strategies (Tax prep and filing for RFG clients only)
- RETIREMENT PLAN: Plan certainty in an uncertain world to not worry about running out of money
- ESTATE PLANNING: Making sure your beneficiaries and estate documents are implemented (for RFG clients only)
Learn what you can afford TODAY while financially securing tomorrow. Learn to make decisions based on how you WANT to live not only on how much you can afford. Learn how and where to INVEST your money based on your specific life goals. And so much more!
Bonus 1
BEHAVIORAL FINANCIAL ADVICE
Learn to have a healthy relationship with money to create CERTAINTY in your NOW and your TOMORROW.
Bonus 2
MARKET UPDATES & DISCOUNTS TO FINANCIAL SERVICES INCLUDING:
Access to open new investment accounts through Betterment.
Bonus 3
ACCESS TO ONE-ON-ONE SESSIONS WITH A DAWN DAHLBY TRAINED CFP®, ADVISOR OR COACH
Earn one FREE 60 MINUTE session for every 6 months of membership.
Plus!
The opportunity to transfer your investable assets to the robo platform Betterment to gain access to our proprietary investment models designed to manage risk adjusted returns to meet your needs.
Access to discounts on Tax Strategy Services, Estate Planning, Business Entity setup, and Business Credit Services
DawnDahlby.com / Dawn Dahlby and Relevé Financial Group, LLC are affiliated companies, owned and managed by Dawn Dahlby-Jurkovich. Dawn Dahlby provides advisory services and information through the online advisory platform that is designed to assist people of all ages grow financially empowered and should not be construed as investment advice relevant to individual situations. Dawn Dahlby.com/LiveWELLthy online advisory services are offered through Relevé Financial Group (“RFG”), an SEC-Registered Investment Advisor. For more information on RFG’s products and services, please visit our website at https://relevefinancialgroup.com/ or contact us at 612-801-5440.
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