Discover the tools you need to build wealth security for tomorrow.
Live Well Today, Build Security For Tomorrow
"If you fail to plan, you are planning to fail!" ~ Benjamin Franklin
Does thinking about your finances simply overwhelm you?
Do you feel like debt controls you, or your taxes are too high?
In this course, you will:
- Be given the 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 with their resources and build true wealth and worth.
Stop fearing the unknown. Start taking advance 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 start building your own wealth and worth?
All you have to do is sign up below!
OWN It, EARN It, GROW It
I want you to experience both financial freedom and security combined. Only a few people get to experience both of these, however, going through the process of OWN It, EARN It, and GROW It, you will be able to live with both financial freedom and security at the same time.
Get access to all the course materials in your browser, or on your phone using the Kajabi app!
Included Bonuses
Personalized Wealth Plans
Access, advice & accountability to build and implement your own personalized wealth plan through recorded, self-paced sessions.
Access to one-on-one session(s) with an advisor
You will have private access to a financial advisor for 2 sessions within your yearly course access.
Bi-Weekly Live Wealth & Worth Sessions with Dawn Dahlby, CFP®
Hop on a live call with Dawn to dive deeper into the wealthbook, module topics and get all your questions answered.
Through her mentorship I was able to recognize my core values and financially thrive!
Dawn is amazing! She has been absolutely instrumental in helping me transform my finances. She has guided me with her expertise and put me in a position to pay off debt and financially invest in my future.
Thank you Dawn
~ Haley Mattade
My Promise...
My promise is to help you create total life security, so you can live with internal and external security without fear, anxiety, or guilt around any of your money decisions. Nothing is more fulfilling than knowing you have enough money to support the life you want.
Let's help you make sound and rational financial decisions that can put thousands, if not hundreds of thousands, back in your pocket, and give you the peace of mind you deserve.
IMAGINE...
Having financial freedom today while building financial security for tomorrow. At the same time. How would that feel?
In this jam-packed course, you will have access to:
- The exact tools we use for our six-figure earning clients.
- 14 action-packed modules to work through at your own pace
- Bi-weekly live sessions with Dawn.
Take a peek inside at the first 3 modules.
Module 1:
Intro to Grow it
Learn the value an advisor can bring to your financial status and see how our clients have achieved massive results using the tools now included in this course. Their experiences will help you to set your own goals in a later module.
Module 2:
Intro to the Wealthbook
A comprehensive Excel spreadsheet that you will use throughout the entire course to outline your financial goals, as well as track your gross & net income, current debt, core values, and more!
Module 3:
Current Wealth Alignment
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.
Changing the lives of our clients
Client Example:
- Young couple with 2 small children anxious about their financial situation.
- $75k combined income.
- $8k credit card debt.
- $1500/mo mortgage.
Our 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
Hi, I'm Dawn Dahlby!
I am a Certified Behavior Financial Planner (CFP) with over 21 years of financial advising experience, and the Founder & CEO of a multi-seven figure financial group called Relevé Financial Group and “Dawn Dahlby’s Building Wealth and Worth” program. I help women executives and entrepreneurs earning six-figure salaries build wealth into the millions through a process called Own it, Earn it and Grow it. And no matter where you are starting today, I can now help you too! Through my "Women Buildin g Wealth and Worth" program, I am helping women just like you create lasting wealth from the inside out. The "Own It" course is a fantastic first step! I can't wait for you to get started!
"Dawn has helped us achieve our financial goal of retiring and enjoying life, and she has done that with kindness, expertise, and care.
"Dawn asked us probing questions which led to the discovery of pension plans from several former employers; we had no idea we were entitled to that money, or how to consolidate it. Dawn and her team took care of all of that for us.
Eileen says:
"Dawn was the third financial advisor we interviewed when we first decided that retirement was looming and we had no idea where we were financially. She was the only one who talked to both my husband and me, rather than treating me as an add-on. That respect for both of us enabled us to develop a relationship, and rapport, that allowed us to plan our future based on our desires, rather than our fears."
Terry says:
"It is not over exaggeration to say that Dawn saved my mental health and reduced the stress in my life. Having worked at several companies over the years and being forced to look at retirement with the termination of my project, I was terrified. None of the other advisors we interviewed understood that. Dawn patiently walked us through finding and consolidating all of our savings and investments, and concluded that we could retire without worrying about living under a bridge overpass. For this fact alone I will be forever grateful to her. Dawn exceeds our expectations and continues to grow our savings. At our quarterly meetings she makes sure we have prepared for future contingencies and encourages us to get out and do the things that make us happy. I don't know what I did to deserve having Dawn as our financial advisor, but I consider myself to be blessed."
We definitely recommend Dawn!
~Terry Joyce & Eileen Goren
Frequently Asked Questions
How long will this program take to complete?
When are the live calls with Dawn?
What happens if I can not attend a live call, will it be recorded?
How do I get in touch with my financial advisor when it is time?
I do not have a lot of experience in investing, is this program still for me?
Can I get a refund?
A little love from past clients
I am so much more confident in my ability to ask for what I want, because now I really believe I deserve it.
~ Tracy Lopez
For anyone who has hit a wall in their career, feels underpaid, undervalued or just stuck - Dawn is a game changer.
~ Stacy Janicki
Not only did I get my long overdue raise, but I actually think my work relationships have improved as a result of my newfound communication skills.
~ Gina Neimy
I honestly think this is the first time a coach has actually helped me.
~ Emily Buchanan
