You've Built Success in Life
So why does your financial life still feel overwhelming?
Even the most successful are left exposed—facing missed opportunities, tax inefficiencies, and costly mistakes.
We Get It. Life Moves Fast. So Does Money.
Entrepreneurs, executives, and couples carry a lot of responsibility-but often don't have a clear, connected plan to make the most of their success.
That's where WELLthy™360°- The Complete Wealth Experience comes in.
It's not just about wealth management-it's about alignment: your goals, your family, your business, and your legacy- all working together.
Join us for a two-day, transformative experience designed for high-achievers like you.
Scottsdale, November 6–7, 2025 | The Westin Kierland Resort
The WELLthy™ 360° Experience
Earn More. Keep More. Live WELLthy™.
Feeling like your finances are all over the place—even though you're earning good money? You're not alone.
It's time to ditch the overwhelm and finally take control (without the boring spreadsheets and stress headaches).
At this high-impact, 2-day experience, you’ll roll up your sleeves and actually implement a personalized wealth plan that’s tax-smart, values-aligned, and built to create real financial freedom.
✔ Slash your taxes (legally, of course)
✔ Spend on what actually matters
✔ Invest with intention
✔ Boost your income with smart real estate strategies
Oh—and you’ll walk away knowing your personal
Freedom Number, and with the clarity and confidence
that your money is finally working as hard as you do.
Own It. Earn It. Grow It.
So you can....
Spend It. Save It. Share It.
This Event Goes Beyond the Numbers
Where Behavioral Finance Meets Strategic Planning
You don’t just need more money—you need a better relationship with your money.
And that starts with a plan that connects your wealth to what truly matters.At WELLthy™ 360°, you’ll work with a team that understands more than just your balance sheet—we understand your goals, your values, and your family dynamic.
Together, we’ll help you:
✔ Define your family’s core values and long-term vision
✔ Clarify your purpose and align every financial decision with it
✔ Uncover behavior patterns that impact your money choices
✔ Create a plan that maximizes both your time and income—intentionallyThis isn’t about theory—it’s about transformation.
We give you the tools to grow your wealth and the accountability to live it.Because the best financial plan isn’t just technically sound.
It’s emotionally aligned—with your values, your life, and your future.
why attend?
- Walk away with a fully implemented wealth strategy (yes, DONE)
That includes your spending plan, savings strategy, protection plan, retirement roadmap, investment portfolio, and estate plan. All aligned. All integrated
- Unlock new income streams through real estate and strategic business shifts
- Keep more of what you earn with smart, personalized advanced tax strategies
- Find your financial freedom number—and how to hit it
- Work with a fiduciary team that integrates it all: income, investments, taxes, estate planning, business decisions
- Guidance on becoming a stronger leader—in your business and your family
- Make strategic decisions that need expert guidance
All inside a boutique, curated event (no ballrooms full of sales pitches)
You’ll walk in with questions—and walk out with a complete, customized
plan that typically takes a year to build...done in just TWO DAYS!
Most people never have the opportunity to do this.
That’s why they never reach financial freedom.
Let’s clean up the money chaos, create your custom roadmap, and make your wealth feel as strong as your success.
Why Learn from Dawn?
Because She’s Been Where You Are—and Built What You Want.
From Zero to Eight Figures: Meet the Woman Who’s Mastered Money and Meaning.
Dawn is a Certified Financial Planner™, Behavioral Financial Advisor, and CEO of RELEVÉ Financial Group—an eight-figure firm she built from scratch. With 20+ years of experience, she’s helped thousands of high-achievers align their money with their values through personalized financial and tax strategies. She’s also the author of the #1 best-selling book Live WELLthy™, a sought-after speaker, and a passionate educator who makes wealth-building feel personal, practical, and even fun. A wife, mom, and entrepreneur, Dawn knows what it takes to grow a business, a family, and a legacy—and she’s here to help you do the same.
Real Results. Real Talk. Real Wealth.
You’ll Also Meet the Experts Guiding Your WELLth™ Journey!
At WELLthy™ 360°, you're not just learning from one voice—you’re supported by a hand-selected team of fiduciary advisors, tax experts, investment professionals, real estate, strategists, and estate planning experts, all here to help guide your next chapter with clarity and purpose.
This isn’t surface-level advice. It’s real implementation, real expertise, and real results—delivered by credentialed, professionals who understand the complexity of your life, your business, and your legacy.
Each expert is aligned around one mission: helping you make smarter decisions with your money and your time—so you can lead with confidence and live in alignment with what matters most.
What Our Clients Are Saying
“We always argued about money. Working with these experts helped us get on the same page, set shared goals, and finally feel like a team again.”
— Megan & Jason K., Married Entrepreneurs
“I’ve built a successful business, but my finances were a hot mess. I received the strategy and structure I didn’t know I needed.”
— Lauren B., Small Business Owner
“I came for the tax strategies—but I left with a completely new way to think about wealth, time, and freedom.”
— Jonathan R., Tech Executive
“I make great money, but I’ve always wanted to learn how to use real estate to build additional income and long-term wealth. I now have the tools—and the confidence—to start.”
— Danielle S., Healthcare Executive
This is more than a financial workshop—
it’s your full-circle solution.
WELLthy™ 360° is more than an event—it’s a curated, high-touch experience with limited seating, designed to deliver exceptional, personalized value.
Over two immersive days, you’ll implement your complete wealth plan using our proprietary OWN IT, EARN IT, GROW IT process:
OWN IT: Define your Freedom Number, align your goals with your purpose, and gain deep clarity on your behaviors, values, strengths, and vision. You’ll walk away owning not just your numbers—but your path forward.
EARN IT: Learn how to earn the right income and earn the right to a better life by doing the hard things—stepping into aligned action and elevating your earning potential. You’ll also explore powerful income growth strategies, including how to leverage investment real estate to create scalable, long-term wealth.
GROW IT: Implement the full financial plan—spending and saving, protection planning, retirement strategy, investments, taxes, and estate planning. This is where strategy becomes results.
No fluff. No overwhelm. Just real, guided implementation—so you leave with the confidence, clarity, and structure to fully own your WELLth™.
Spots are limited—and filling fast.
Once seats are gone, they’re gone. This is your chance to build a personalized wealth plan before year-end.
GENERAL ADMISSION
$497
Perfect for: Value Conscious professionals
BUY NOW BRING YOUR SPOUSE AND/OR BUSINESS PARTNER AND GET 50% OFF THEIR FULL PRICE ADMISSION TICKET.
VIP EXPERIENCE
$1,497
Perfect for: Successful professionals seeking elevated hands-on guidance
BUY NOW BRING YOUR SPOUSE AND/OR BUSINESS PARTNER AND GET 50% OFF THEIR FULL PRICE ADMISSION TICKET.
ELITE EXPERIENCE
$2,997
Perfect for: Executives, business owners, and serious investors
BUY NOW BRING YOUR SPOUSE AND/OR BUSINESS PARTNER AND GET 50% OFF THEIR FULL PRICE ADMISSION TICKET.Special Ticket Offer: Bring Your Spouse or Business Partner!
We believe wealth is best built together—it’s stronger when shared. That’s why we’re offering a special opportunity for attendees of WELLthy™ 360°: The Complete Wealth Experience.
Invite your spouse or business partner to join you and receive 50% off their full-price ticket.
This is your chance to get on the same page with the person who supports your biggest decisions—at home or in business.
Bonus: Have adult children eager to learn smart money habits? They’re welcome to join a complimentary breakout session designed to teach the basics of money management and how to build a strong financial future.
Please note: This adult child(ren) free session is separate from the main event and does not include full event access.
Come together, plan together, and build lasting wealth—side by side.
This One Choice Could Redefine Your Wealth—and Your Life.
an event—you’ve made a powerful decision to take control of your wealth and invest in the future you truly want.
When your money and values align, everything changes.
You stop spinning. You start leading—with clarity, control, and confidence.
This is more than strategy. It’s your full-circle transformation.
Your wealth, your time, your future—working in harmony.
One Experience. Two Days.
The Results You Deserve.
The Alignment You’ve Been Craving.
Seats are limited. Join us in Scottsdale—and step into the life your success was meant to fund. Excited to see you!
FAQs
Who is this event for?
High-income professionals, executives, and business owners ready to align their wealth with their goals and optimize their financial strategies.
Do I need to bring any documents?
You’ll receive a short prep checklist after registering so you can arrive ready to build your plan.
Can I bring a guest?
Yes! You can bring your spouse or business partner for 50% off the full ticket price. This discount applies to one additional guest per household.
What’s included in the ticket price?
Your ticket includes full access to all sessions, workshops, materials, and strategy support from our fiduciary experts. We’ll provide beverages and light snacks throughout the day. Meals are not included—however, there are plenty of great dining options nearby for lunch breaks.
What if my adult child wants to come?
Great! Adult children may attend for free and will join a breakout session designed just for them. Please note: This complimentary session ticket grants access only to the breakout session for adult children and does not include access to the full event.
Are there things to do in the area if I want to stay longer?
Absolutely! Scottsdale is known for its stunning desert landscapes, luxury spas, vibrant food scene, and world-class golf and shopping. Whether you’re looking to relax, explore, or treat yourself, it’s the perfect place to turn a quick trip into a rejuvenating getaway. Many attendees choose to stay an extra day or two—trust us, you’ll want to!
What is the cancellation & Refund Policy?
Tickets are non-refundable and cannot be applied to future events. However, if you’re unable to attend, your ticket may be transferred to another guest.
We’re committed to delivering an exceptional experience. In the unlikely event of a cancellation on our end, all attendees will be refunded 100%.
© 2025 RELEVÉ Financial Group | BuildWealthandWorth.com | WELLthy™ is a registered trademark
