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?
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.
Are you ready to build your WELLthStyle™ Plan?
In this monthly group advising and accountability program, you will find the tools and the support you need to grow your wealth now and in the future.
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!
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.
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!
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!
Private Wealth Advisor, CFP®, BFA™, and CRPC
Hi, I’m Dawn Dahlby!
Membership includes access to all course materials where you will explore a variety of financial concepts.
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!
BEHAVIORAL FINANCIAL ADVICE
Learn to have a healthy relationship with money to create CERTAINTY in your NOW and your TOMORROW.
MARKET UPDATES & DISCOUNTS TO FINANCIAL SERVICES INCLUDING:
Access to open new investment accounts at Charles Schwab.
ONE-ON-ONE SESSIONS WITH A FINANCIAL ADVISOR
Earn one FREE 60 MINUTE session for every 6 months of membership.