IT'S TIME TO DROP THE RESTRICTIONS OF DATED FINANCIAL ADVICE
You Deserve Financial Security in the Future AND Financial Freedom Today
OWN IT has helped hundreds of women by connecting their core values to their finances using proven wealth-building tools and the science of behavioral change.
GET OWN IT NOW
On paper, finances seem so simple...
You save this amount, in this account, at this interest rate, for this long — BAM you can retire.
It’s just math.
But what does that retirement look like? What about that trip you wanted to go on next year? What about your kids' tuition? Or that business opportunity you really want to invest in?
Standard financial advice, and standard financial math, is exactly that — standard. If you fill out the same spreadsheet that everyone else does, you’ll be successful, right?
But you’re not a spreadsheet. You’re not a math equation.
You’re a woman who has big plans for yourself AND your money.
You need a financial plan that doesn’t just crunch the numbers —
it builds you an extraordinary life!
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?
- A four-day workweek because you know you’ll still make enough to meet your goals?
- Never missing a dance recital working late at the office?
- Silencing that little voice in the back of your head that worries about every purchase you make?
- Filling scrapbook after scrapbook with family vacation photos?
And if the last few years have taught us anything—putting off creating your dreams is a sure-fire way for those dreams to never become reality.
Here's the thing: You don’t need to stop spending money. You just need to stop spending money on things you don’t care about.
Yes, you still need a plan, and that may involve a spreadsheet or two, but the most important thing you need to do is connect your mind and your money.
Building a financial plan that connects your core values to your finances is the secret to balancing a secure future and a beautiful life.
After all, you’re building a future for yourself, not for someone else!
My name is Dawn Dahlby
I’m a Certified Financial Planner® and Wealth Wellness Expert. I’m the founder and president 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.
My approach to financial planning merges self-help and sound financial advice. While a concrete plan is necessary for building wealth — money is emotional. Debt is terrifying. Planning for your financial future is overwhelming. Weighing every single dollar you spend against a rigid budget is anxiety inducing.
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!
I believe that money should be a tool that helps you enjoy your life. 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.
Introducing...
A complete wealth planning program that enables you to build financial security for tomorrow while still enjoying spending freedom today. It’s 20 years of personal and client experience refined into the easiest-to-follow program we’ve ever created.
You'll learn:
- How to quickly recognize and avoid emotional spending.
- Why your emotions play such a big role in a successful financial plan.
- How you and your partner can get on the same page regarding your finances.
- Where money is leaking out of your bank account — and how to stop it.
- Why financial planning isn’t just about “future” you.
- A successful financial plan isn't just another secret, loophole, or quick fix.
- How to align your spending with your values.
- The real key to building wealth — it has nothing to do with income.
- The percentage of your income you actually NEED to be saving for retirement.
- Why spending money on the wrong things is just as bad as overspending in general.
- How to eliminate financial anxiety with a plan built around what you really care about.
All of this — and so much more — in 20 self-paced modules.
Here's a sneak peek at what's inside
The Three Secrets to Building Wealth
Learn why earning more isn’t the answer to building wealth — maximizing the income you already have is.
Finding Your Purpose
You get to decide what type of life you create; money is simply a tool to help you build it.
Your Vision & Life Design
Where do you want your money to take you? Creating a vision of your future will help you create a financial plan to get you there.
Saving the Right Way
Grow your savings with my four rules for savings and learn six ways to free up cash to meet your financial goals.
Why Core Values Are So Important
Start building a life that resonates with what you really want by walking through a simple exercise that will help you define your core values.
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 bonuses:
Bonus One:
Online Investment Platform
When you sign up for OWN IT, you’ll get access to the exact same investment platform that we use with our private clients.
VALUED AT $300
Bonus 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 $600
Bonus 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
Recap of Exactly What You Get Inside Own It
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
Regular Price = $997
Today's Price = Only $597
Yes! I'm Ready to Own My Wealth & Worth!Frequently Asked Questions
What makes OWN IT different from other programs?
Is this really the only time I’ll get this price?
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.
You can live the life of your dreams without sacrificing financial security — 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.