RELEVÉ Financial
serving clients with a minimum of $500,000
Membership
serving clients with less than $500,000 of investable assets.
RELEVÉ Financial
serving clients with a minimum of $500,000
Membership
serving clients with less than $500,000 of investable assets.
IF YOU’RE A SUCCESSFUL WOMAN WHO’S TIRED OF FINANCIAL ADVICE THAT PUTS YOU IN A BOX, GET READY TO…
Own your worth. Own your wealth. Own your life.
What would your life look like if you skipped the restrictive budgets, let go of spending shame, and started living WELLthy?
Taking control of your finances can help you take control of your life. Discover the program that blends 20+ years of financial education with the emotional skills to make handling your money less daunting.
You're Not Alone
If you're not where you want to be financially, know that many share your journey. Imagine a life where you:
Skip restrictive budgets
Let go of spending shame
Make money work for you
Trust a fiduciary wealth advisory team to manage all aspects of your finances
The Live WELLthy™ Membership is like having your own personal CFO, allowing you to stop worrying about financial decisions and start living your best life!
Own Your Worth. Grow Your Wealth.
Taking control of your finances means taking control of your life. Our program blends over 20 years of financial education with the emotional skills to make managing your money easier and less daunting.
DID YOU KNOW THAT 83% OF PEOPLE FAIL THEIR 'FINANCIAL DIET'?
You aren’t the only one who’s tried a restrictive budget to get your finances back on track. It makes sense. Spend less so you can pay off debt quickly, free up more for investing, or save more for retirement. Easy, right?
On paper, the numbers work. But your life isn’t a series of numbers. And restricting everything you want to do until you retire isn’t exactly your idea of a dream life. After all, you didn’t work this hard to never spend a penny on the things that make you happy.
→ To never get a night off from cooking to eat out.
→ To never say yes when your friends want to go out.
→ To never take your kids on vacation.
→ To never renovate the guest bathroom you hate.
It sounds terrible. And it FEELS worse.
And that’s why it fails. Not because you didn't try hard enough.
But because this type of financial advice is missing a massive piece of the puzzle.
Why Traditional Financial Advice Fails
83% of people fail their "financial diets" because they’re unrealistic. Restrictive budgets may work on paper but not in real life. Life isn’t just numbers; it’s about living fully.
Imagine Not Having to:
Skip nights out
Miss vacations
Postpone home improvements
Financial Advice That Understands You: Most financial advice focuses on numbers, not the emotional relationship with money. At Live WELLthy™, we teach both
Why Traditional Financial Advice Fails
83% of people fail their "financial diets" because they’re unrealistic. Restrictive budgets may work on paper but not in real life. Life isn’t just numbers; it’s about living fully.
Imagine Not Having to:
Skip nights out
Miss vacations
Postpone home improvements
Financial Advice That Understands You: Most financial advice focuses on numbers, not the emotional relationship with money. At Live WELLthy™, we teach both
Introducing...
100s of successful families. 1,000,000,000s of dollars in wealth.
20+ years of hands-on finance expertise. 1 financial education program.
The Live WELLthy™ Membership is decades of personal and client experience refined into the easiest-to-follow program we’ve ever created.
An effective financial plan that covers everything.
In a way everyone can understand.
With the support you need to hit your goals.
That’s what you’ll get inside of The Live WELLthy™ Membership.
Introducing...
100s of successful families. 1,000,000,000s of dollars in wealth.
20+ years of hands-on finance expertise. 1 financial education program.
The Live WELLthy™ Membership is decades of personal and client experience refined into the easiest-to-follow program we’ve ever created.
An effective financial plan that covers everything.
In a way everyone can understand.
With the support you need to hit your goals.
That’s what you’ll get inside of The Live WELLthy™ Membership.
THE LIVE WELLTHY™
Membership Includes:
1. Financial Advice Accessible for ALL!
No matter where you are on your financial journey, you deserve access to a team of fiduciaries who can guide you, ensuring you don't miss any opportunities to improve your financial situation.
2. Personalized WELLthStyle™ Financial Plan & Advice
Align your spending and saving plan with low-cost investment management and tax-minimization strategies, implemented during one-on-one sessions with a fiduciary Wealth Advisor.
3. Master Your Money
Gain freedom and confidence in your financial decisions.
THE LIVE WELLTHY™
Membership Includes:
1. Financial Advice Accessible for ALL!
No matter where you are on your financial journey, you deserve access to a team of fiduciaries who can guide you, ensuring you don't miss any opportunities to improve your financial situation.
2. Personalized WELLthStyle™ Financial Plan & Advice
Align your spending and saving plan with low-cost investment management and tax-minimization strategies, implemented during one-on-one sessions with a fiduciary Wealth Advisor.
3. Master Your Money
Gain freedom and confidence in your financial decisions.
ACCESS TO LIVE WELLTHY™ ALSO INCLUDES:
Our exclusive WealthFactor™ Planning
Tool securely organizes all your personal data in one convenient place, simplifying the process of implementing and revisiting your financial advice.
Immersive Financial & Life
Advice designed to help you dive into the advice and build a financial plan centered around what matters most in your life: your core values.
Monthly group coaching with Dawn where you’ll get strategic advice, ask questions, and keep motivated as you navigate your new, all in a small private group setting.
Members Only access to the LIVE WELLthy™ private events where you can find extra support, accountability, and community.
ADDITIONAL DISCOUNTS:
ACCESS TO
LIVE WELLTHY™ ALSO INCLUDES:
Our exclusive WealthFactor™ Planning
Tool securely organizes all your personal data in one convenient place, simplifying the process of implementing and revisiting your financial advice.
Immersive Financial & Life
Advice designed to help you dive into the advice and build a financial plan centered around what matters most in your life: your core values.
Monthly group coaching with Dawn where you’ll get strategic advice, ask questions, and keep motivated as you navigate your new, all in a small private group setting.
Members Only access to the LIVE WELLthy™ private events where you can find extra support, accountability, and community.
ADDITIONAL DISCOUNTS:
Your money should work harder for you than you do for it.
WHAT YOU’LL LEARN
→ Proper investment strategies to reach your goals faster
→ Tax minimization techniques to save thousands annually
→ Overcoming emotional spending habits
→ Determining your retirement number
→ Reducing debt without strict restrictions
→ Aligning with your spouse on financial goals and money standards
So You Can Spend More Time Enjoying Your Life, And Less Time Worrying About Your Finances.
Your money should work harder for you than you do for it.
WHAT YOU’LL LEARN
→ Proper investment strategies to reach your goals faster
→ Tax minimization techniques to save thousands annually
→ Overcoming emotional spending habits
→ Determining your retirement number
→ Reducing debt without strict restrictions
→ Aligning with your spouse on financial goals and money standards
So You Can Spend More Time Enjoying Your Life, And Less Time Worrying About Your Finances.
The truth is, you’ve felt restricted by traditional financial advice because it doesn’t consider what you actually care about.
Effective financial advice goes beyond just numbers, it considers your unique goals, values and lifestyle.
But what does YOUR dream life look like?
Have you switched to a four-day workweek because you know you’ll still make enough to meet your goals?
Do you never miss another dance recital working late at the office?
Are you filling scrapbook after scrapbook with family vacation photos?
Is that little voice that sits in the back of your head and worries about every purchase you make finally silent?
Real wealth isn’t about the actual dollars. It’s about what those dollars do for you. You work hard for your money, your family, and your community — you deserve a financial plan centered around your dreams.
The truth is,
you’ve felt restricted by traditional financial advice because it doesn’t consider what you actually care about.
Effective financial advice goes beyond just numbers, it considers your unique goals, values and lifestyle.
But what does YOUR dream life look like?
Have you switched to a four-day workweek because you know you’ll still make enough to meet your goals?
Do you never miss another dance recital working late at the office?
Are you filling scrapbook after scrapbook with family vacation photos?
Is that little voice that sits in the back of your head and worries about every purchase you make finally silent?
Real wealth isn’t about the actual dollars. It’s about what those dollars do for you. You work hard for your money, your family, and your community — you deserve a financial plan centered around your dreams.
MEET DAWN DAHLBY
I’m Dawn Dahlby, Certified Financial Planner®, founder of Relevé Financial Group, creator of the Live WELLthy™ platform, and author of "Live WELLthy™: Own Your Worth, Grow Your Wealth."
With over 20 years of experience, I’ve helped countless families grow their wealth by connecting emotionally and financially
I want you to build a financial future based on your
dreams, not your fears.
I want you to Live WELLthy™.
MEET DAWN DAHLBY
I’m Dawn Dahlby, Certified Financial Planner®, founder of Relevé Financial Group, creator of the Live WELLthy™ platform, and author of "Live WELLthy™: Own Your Worth, Grow Your Wealth."
With over 20 years of experience, I’ve helped countless families grow their wealth by connecting emotionally and financially
I want you to build a financial future based on your
dreams, not your fears.
I want you to Live WELLthy™.
IS LIVE WELLTHY™ RIGHT FOR YOU?
Live WELLthy™ is for you if:
→ Other methods haven’t worked
→ You’ve felt restricted by past financial plan
→ You lack confidence in your investments
→ You’re overwhelmed by financial planning
This program might not be right if:
→ You’re confident in managing your own investments
→ You feel great about your financial plan
→ Money doesn’t stress you
→ You and your partner never argue about finances
IS LIVE WELLTHY™ RIGHT FOR YOU?
Live WELLthy™ is for you if:
→ Other methods haven’t worked
→ You’ve felt restricted by past financial plan
→ You lack confidence in your investments
→ You’re overwhelmed by financial planning
This program might not be right if:
→ You’re confident in managing your own investments
→ You feel great about your financial plan
→ Money doesn’t stress you
→ You and your partner never argue about finances
Real Life Client Experience
MEET ANNE
She’s a small business owner and the primary breadwinner in her household. Anne is proud of her success (as she should be) and wants to use her money to show her kids the world.
She knows what type of life she wants, but she and her partner don’t have a plan.
How do you balance retirement savings, future education costs, dreams of traveling, and wanting a comfortable house to raise your kids in, all while juggling a business?
Anne thought the answer was to make as much money and save as much as possible. She was saving everything extra, stressing about growing her business, and focused on making more and more money. But because of this, she was seeing less and less of her kids, and leaving less and less time for travel and family experiences.
The traditional advice she followed pushed her further away from her goals.
At our first meeting, we narrowed down the financial goals that aligned with Anne and her partner’s core values (creating meaningful experiences for their kids and living a comfortable home life), and we built a financial plan that focused on that.
Not a plan that told her what to do — a plan that helped her do what she wanted to do.
Real Life Client Experience
MEET ANNE
She’s a small business owner and the primary breadwinner in her household. Anne is proud of her success (as she should be) and wants to use her money to show her kids the world.
She knows what type of life she wants, but she and her partner don’t have a plan.
How do you balance retirement savings, future education costs, dreams of traveling, and wanting a comfortable house to raise your kids in, all while juggling a business?
Anne thought the answer was to make as much money and save as much as possible. She was saving everything extra, stressing about growing her business, and focused on making more and more money. But because of this, she was seeing less and less of her kids, and leaving less and less time for travel and family experiences.
The traditional advice she followed pushed her further away from her goals.
At our first meeting, we narrowed down the financial goals that aligned with Anne and her partner’s core values (creating meaningful experiences for their kids and living a comfortable home life), and we built a financial plan that focused on that.
Not a plan that told her what to do — a plan that helped her do what she wanted to do.
WHAT’S THE INVESTMENT?
Live WELLthy™ Program: $4,997
Twelve months of group coaching with Dawn: $6,000
Total Value = $10,997
YOUR COST IS ONLY $497
OR PAY IN 4 PAYMENTS OF $147
WHAT’S THE INVESTMENT?
Live WELLthy™ Program: $4,997
Twelve months of group coaching with Dawn: $6,000
Total Value = $10,997
YOUR COST IS ONLY $497
OR PAY IN 4 PAYMENTS OF $147
What makes Live WELLthy™ different?
Most programs don’t address the emotions behind money. Even some of the best try to push people into a financial plan that works on paper, but doesn’t take into account why people struggle with wealth building.
LIVE WELLthy™ is designed to help you connect your emotions and values to your money so you can build the best financial plan for YOU.
LIVE WELLthy™also helps you IMPLEMENT your plan through our discounted investment platform at Charles Schwab and and discounted tax strategy and filing platform.
How do I know I can trust you and your team?
All of our advisors are certified fiduciaries. They aren’t money coaches or salespeople that we’ve trained on this course. They are private wealth advisors who have helped dozens of clients align their financial plans to their core values.
What if I have questions, or need to learn something that isn’t covered in Live WELLthy™?
This is one reason we have group coaching with Dawn and access to our texting service. We know that questions will come up, so we’ve set up those extras to support you.
What if I don’t have time for this right now?
Time is the number one factor that affects your ability to grow wealth. One of the reasons that we designed Live WELLthy to be semi self-directed is because we know that people are busy. But I’d also encourage you to at least get started. Set aside an hour a week and start working on your plan.
Can’t I just do this myself or use an app?
You can set up a financial plan yourself and invest through an app, or through an automated service. BUT what kind of results are you realistically going to see? Robo-investing apps will simply invest whatever amount you tell them too, which is better than not investing, but it’s only one small part of a robust financial plan.
We believe true financial success happens when you have fiduciary advisors guiding you in your decision making leading to efficient strategies, maximizing your money.
Won’t a financial plan limit my ability to live my life right now?
A great financial plan should never limit your life. The cornerstone of my approach to wealth management is achieving your goals without having to deprive yourself today. I don’t believe in working yourself to exhaustion just so you can retire with as much money squirreled away as possible.
What makes Live WELLthy™ different?
Most programs don’t address the emotions behind money. Even some of the best try to push people into a financial plan that works on paper, but doesn’t take into account why people struggle with wealth building.
LIVE WELLthy™ is designed to help you connect your emotions and values to your money so you can build the best financial plan for YOU.
LIVE WELLthy™also helps you IMPLEMENT your plan through our discounted investment platform at Charles Schwab and and discounted tax strategy and filing platform.
How do I know I can trust you and your team?
All of our advisors are certified fiduciaries. They aren’t money coaches or salespeople that we’ve trained on this course. They are private wealth advisors who have helped dozens of clients align their financial plans to their core values.
What if I have questions, or need to learn something that isn’t covered in Live WELLthy™?
This is one reason we have group coaching with Dawn and access to our texting service. We know that questions will come up, so we’ve set up those extras to support you.
What if I don’t have time for this right now?
Time is the number one factor that affects your ability to grow wealth. One of the reasons that we designed Live WELLthy to be semi self-directed is because we know that people are busy. But I’d also encourage you to at least get started. Set aside an hour a week and start working on your plan.
Can’t I just do this myself or use an app?
You can set up a financial plan yourself and invest through an app, or through an automated service. BUT what kind of results are you realistically going to see? Robo-investing apps will simply invest whatever amount you tell them too, which is better than not investing, but it’s only one small part of a robust financial plan.
We believe true financial success happens when you have fiduciary advisors guiding you in your decision making leading to efficient strategies, maximizing your money.
Won’t a financial plan limit my ability to live my life right now?
A great financial plan should never limit your life. The cornerstone of my approach to wealth management is achieving your goals without having to deprive yourself today. I don’t believe in working yourself to exhaustion just so you can retire with as much money squirreled away as possible.
DON’T WAIT ANY LONGER. TRANSFORM YOUR FINANCIAL LIFE TODAY WITH LIVE WELLTHY™.
Join Us and Start Living WELLthy Today!
Dawndahlby.com / Dawn Dahlby and Relevé Financial Group, LLC are related companies, owned and managed by Dawn Dahlby-Jurkovich. Dawn Dahlby provides subscription-based coaching services and information through the “Own It, Earn It, Grow It” online 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. Coaching clients of Dawn Dahlby are under no obligation to utilize Relevé Financial Group for investment advisory services. Advisory services and investment advice are only offered to individuals that become clients of Relevé Financial Group.
© 2025 Dawn Dahlby
DON’T WAIT ANY LONGER. TRANSFORM YOUR FINANCIAL LIFE TODAY WITH LIVE WELLTHY™.
Join Us and Start Living WELLthy Today!
Dawndahlby.com / Dawn Dahlby and Relevé Financial Group, LLC are related companies, owned and managed by Dawn Dahlby-Jurkovich. Dawn Dahlby provides subscription-based coaching services and information through the “Own It, Earn It, Grow It” online 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. Coaching clients of Dawn Dahlby are under no obligation to utilize Relevé Financial Group for investment advisory services. Advisory services and investment advice are only offered to individuals that become clients of Relevé Financial Group.