I’ve worked as a financial advisor for over 20 years, and I haven’t met a single person who hasn’t had to heal their relationship with money.
You weren't born knowing how to handle your finances. (No one is.)
And yet you feel… Shame about your debt.
Embarrassed that you didn’t start saving sooner.
Afraid of what you’ll leave your kids.
Worried about your retirement.
Money makes us feel bad. But most financial advice simply teaches you what works on paper, not what works in real life. And if you truly want a financial future where your money makes your dreams come true instead of holding you back — you have to find a financial plan that teaches you both.
Introducing...
100s of successful women. 1,000,000,000s of dollars in wealth.
20+ years of hands-on finance expertise. 1 financial education program.
OWN IT 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 OWN IT.
Enroll Now →Here's How it Works:
There’s so much information packed into the OWN IT program, but comprehensive doesn’t mean complicated. You can work towards one goal at a time and lean on the extra resources and coaching to guide you through. I didn’t design this program for other financial advisors, I created it for real people based on what’s worked for my real life clients.
1. Start With Implementing Tax Reduction Strategies
When you legally pay less in taxes, you have more money to live on today and plan for tomorrow.
2. Put Your New Found Money To Good Use
Since saving for your future is non-negotiable, OWN IT will not only educate you on where and what to invest in, but how to minimize your investment costs so your money works harder for you, allowing you to achieve your financial goals faster.
3. Keep Track of It All With the WealthFactor Tool
Designed to keep track of all the moving parts of your financial plan. As you work through OWN IT, simply record everything here and it will do the math for you.
Access to OWN IT also includes:
The WealthFactor Tool is your financial GPS. It keeps track of all the moving pieces of your financial plan and does the math and calculations for you.
Immersive digital worksheets designed to help you dive into the course and build a financial plan centered around your core values.
Monthly group coaching with Dawn where you’ll get strategic advice, ask questions, and keep motivated as you navigate your new relationship to your money, all in a small private group setting.
Members Only access to the LIVE WELLthy™ Book Club and private podcast feed where you can find extra support, accountability, and community.
Plus these additional discounts:
Discount One:
Discount Investment Management Fee .5%-1%
When you sign up for OWN IT, you’ll get access to the exact same investment platform that we use with our private clients, which can save you thousands of dollars in fees per year.
VALUED AT $300
Discount Two:
Discounted CPA Services
Working with a Certified Public Accountant can potentially save you hundreds of dollars (or more) during tax season. Get proactive tax strategies on both your income and investments and your tax return completed.
VALUED AT $1,890
Discount Three:
Discounted Estate implementation with an Estate Planning Attorney
Your financial future doesn’t end with you. Working with an Estate Planning Attorney can offer peace of mind knowing that you have an estate plan to protect your family.
VALUED AT $3000
Your money should work harder for you than you do for it.
OWN IT will teach you how to:
→ Invest properly for your situation so you reach your goals faster
→ Minimize personal and business taxes (our tax strategies usually save clients thousands of dollars every year)
→ Identify emotional spending (and fix it for good)
→ Know the exact number you need to have to retire
→ Save investment fees (this can amount to hundreds of thousands of dollars over time!)
→ Reduce debt without tight restrictions
→ Get you and your spouse on the same page about finances
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.
It runs you through the standard-happy-life-financial-math-equation and spits you out in someone else’s version of what life should look like.
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.
My name is Dawn Dahlby and I want you to LIVE WELLthy™
I’m a Certified Financial Planner® and Wealth Wellness Expert. I’m the founder and CEO of Relevé Financial Group, a multi-million dollar advisory firm, creator of the Live WELLthy™ education and financial planning platform, and author of Live WELLthy™: Own Your Worth, Grow Your Wealth.
I’m also the country’s first Behavioral Financial Advisor.
For the last 20+ years, I’ve helped successful women connect with their finances and grow their wealth. Now, I’m taking all the knowledge I’ve learned working directly with clients and sharing it.
If you’ve been avoiding financial planning because it stresses you out, I completely understand. And I’m here to tell you that it doesn’t have to. My approach to financial planning is one part self-help and one part proven financial advice.
I call this approach to financial planning living WELLthy.
WELLthy looks different for everyone.
For some women it’s being able to finally stop worrying about debt. For others it’s the empowerment they feel learning to invest and grow the money they’ve worked hard for.
WELLthy women own their worth, their wealth, and their lives. Their money acts as a tool to help them achieve their goals and live lives that they’re excited about.
Your money should work for you, not stress you out. It should make you feel secure, not anxious.
I want you to build a financial future based on your dreams, not your fears.
I want you to live WELLthy.
Is This For Me?
OWN IT is for you if:
→ You haven’t had success with other methods and want to try a new, proven approach
→ You’ve felt restricted with financial plans in the past
→ You’re already investing but don’t feel confident in those investments
→ You’re overwhelmed by all the moving pieces in a comprehensive financial plan
This might NOT be right for you if:
→ You’re already managing your own investments with confidence
→ You feel great about all aspects of your financial plan
→ Money doesn’t stress you out or keep you up at night
→ You and your partner never argue about finances
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.
So, what’s all of this worth?
The entire 20-module OWN IT Program -
including the WealthFactor tool (Value $9,000)
Six months of group coaching with Dawn (Value $6,000)
Three bonuses (Value $3,900)
Total Value = Over $18,900
Today's Price = Only $997
Yes! I'm Ready to Own My Wealth & Worth!Frequently Asked Questions
What makes OWN IT different from other programs?
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 OWN IT?
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?
OWN IT is the answer if…
- You’re waiting for that next raise before you start investing — OWN IT will show you how to start investing with “found” money hiding in your income.
- You don’t know where to start — We've designed OWN IT to walk you through step by step, building a financial plan slowly and at your own pace. The WealthFactor Tool will record and adjust your plan as you go. Simply work through each module at your own pace and watch your plan develop.
- You’re worried you don’t have enough money to start building wealth — financial planning (done right) shouldn’t cost you. On average people free up anywhere from $300 - $1,000 just by adjusting their tax strategies.
- You are overwhelmed by the financial world — OWN IT teaches you how to build a solid financial foundation and then adds on the pieces that matter to you.
- You’ve been given budgets and advice that hasn’t worked for you — most financial professionals (even really good ones) overlook the connection between emotions and finances, OWN IT is designed to help you process those emotions as you build a sound financial plan.
Because you deserve to live a WELLthy life
— OWN IT will show you how.
I can't wait to see you inside!
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.