Episode 353 features Dawn Dahlby a certified financial planner, wealth wellness expert and author of book Live WELLthy: Own Your Worth, Grow Your Wealth (Greenleaf Book Group, April 11, 2023).
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Dawn Dahlby is a certified financial planner, wealth wellness expert and author of book Live WELLthy: Own Your Worth, Grow Your Wealth (Greenleaf Book Group, April 11, 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.
Dawn graduated from the University of Minnesota with a BIS in Finance and Business. She is an accredited Behavioral Financial Advisor, Certified Financial Planner and Chartered Retirement Planning Consultant. For more information, visit: https://dawndahlby.com/
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