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.
Join Now For $497 or payments of $147 →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:
Discount One:
Discounted Investment Fees
VALUE DIFFERS PER CLIENT
Discount Two:
Discounted CPA Services
Proactive tax strategies and completed tax returns.
VALUED AT $1,890
Discount Three:
Discounted Estate Planning
Secure your family’s future.
VALUED AT $3000
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.
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
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
Yes! I'm Ready to Live WELLthy™Frequently Asked Questions
What makes Live WELLthy™ different?
How do I know I can trust you and your team?
What if I have questions, or need to learn something that isn’t covered in Live WELLthy™?
What if I don’t have time for this right now?
Can’t I just do this myself or use an app?
Won’t a financial plan limit my ability to live my life right now?
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.