You’re the one everyone depends on — at work and at home. So why doesn’t your wealth feel as clear and confident as it should?
Relevé Financial Group helps high-performing women, and their families navigate financial complexity with a focus on clarity and informed decision making, with a value-aligned plan built for real life.
Fiduciary. Fee-Based. Women-Centered. Based in Scottsdale, Serving Clients Nationwide.
You’re the one everyone depends on — at work and at home. So why doesn’t your wealth feel as clear and confident as it should?
Relevé Financial Group helps high-performing women, and their families navigate financial complexity into
clarity, calm, and lifelong wealth — with a values-aligned plan built for real life.
Fiduciary. Fee-Based. Women-Centered. Based in Scottsdale, Serving Clients Nationwide.
From Complexity to Calm:
Aligning Wealth with What Matters Most
A Thoughtful Approach to Aligning Wealth and Values
We show you how to stop worrying about running out of money
From Complexity to Calm: Aligning Wealth with What Matters Most
A Thoughtful Approach to Aligning Wealth and Values
We show you how to stop worrying about running out of money
When Financial Lives Grow More Complex
You may recognize yourself in one of these seasons — or both.
Women Leaders Navigating
Success & Complexity
Executive compensation, bonuses, and equity decisions
High income with high taxes — and too many moving parts
Concentrated stock risk or uneven cash flow
A full life — and no time to manage the complexity
Women Entering a New
Season of Wealth
Inheritance, estate transitions, or newly received assets
Liquidity events, divorce, or a change in family
responsibility
Decisions that feel emotional, private, and high-stakes
A desire to align wealth with values — without pressure
When Financial Lives Grow More Complex
You may recognize yourself in one of these seasons — or both.
Women Leaders Navigating
Success & Complexity
Executive compensation, bonuses, and equity decisions
High income with high taxes — and too many moving parts
Concentrated stock risk or uneven cash flow
A full life — and no time to manage the complexity
Women Entering a New
Season of Wealth
Inheritance, estate transitions, or newly received assets
Liquidity events, divorce, or a change in family
responsibility
Decisions that feel emotional, private, and high-stakes
A desire to align wealth with values — without pressure
The WELLthy360™ Framework:
Own It. Earn It. Grow It.
Your financial life is complex — and it deserves a planning process designed for women who carry it all. The WELLthy360™ approach is our proprietary, concierge-level method that integrates advanced financial strategy with behavioral clarity, so you can approach your financial plan with confidence and intention.
The WELLthy360™ Framework:
Own It. Earn It. Grow It.
Your financial life is complex — and it deserves a planning process designed for women who carry it all. The WELLthy360™ approach is our proprietary, concierge-level method that integrates advanced financial strategy with behavioral clarity, so you can build wealth with confidence, intention, and ease.
OWN IT
Values-based clarity
Explore a personalized financial planning metric we call your ‘Freedom Number™’
Find blind spots costing you time, money, or peace
EARN IT
Review compensation and employer plans for planning opportunities
Tax planning strategies designed to enhance tax efficiency
Structure spending and saving around your values
GROW IT
Personalized investment strategy
Tax-efficient, diversified wealth planning
Behavioral guidance and long-term partnership
The Boutique
Wealth Advisory for
High-Performing Women.
At Relevé Financial Group, wealth is more than numbers — it’s the intersection of strategy, values, and real life.
We provide concierge-level fiduciary care that blends advanced financial strategy with behavioral insight, helping women and their families gain clarity and confidence in their financial decisions.
The Premier Boutique
Wealth Advisory for
High-Performing Women.
At Relevé Financial Group, wealth is more than numbers — it’s the intersection of strategy, values, and real life.
We provide concierge-level fiduciary care that blends advanced financial strategy with behavioral clarity, helping
women and their families experience lasting confidence, peace, and long-term freedom.
Hi...
MEET Dawn Dahlby Jurkovich
Dawn Dahlby, CFP®, BFA™, is the Founder and CEO of RELEVÉ Financial Group, a boutique wealth advisory firm based in Scottsdale, Arizona, serving women and families nationwide. With more than 25 years of experience, Dawn leads a high-caliber advisory team specializing in financial complexity. She is the creator of the WELLthy360™ approach — Own It. Earn It. Grow It., the author of the best-selling book Live WELLthy™, and a nationally recognized keynote speaker on values-aligned wealth and leadership. Above all, Dawn believes that wealth is not about accumulation alone — it’s about alignment. When financial decisions reflect who you are and what matters most, wealth becomes a source of freedom, confidence, and peace.
MEET Dawn Dahlby-Jurkovich
Dawn Dahlby-Jurkovich, CFP®, BFA™, is the Founder and CEO of RELEVÉ Financial Group, a boutique wealth advisory firm based in Scottsdale, Arizona, serving women and families nationwide. With more than 25 years of experience, Dawn leads a high-caliber advisory team specializing in financial complexity. She is the creator of the WELLthy360™ approach — Own It. Earn It. Grow It., the author of the best-selling book Live WELLthy™, and a nationally recognized keynote speaker on values-aligned wealth and leadership.
Above all, Dawn believes that wealth is not about accumulation alone — it’s about alignment. When financial decisions reflect who you are and what matters most, wealth becomes a source of freedom, confidence, and peace.
Ready to Experience the WELLthy360™ Approach?
Book your WELLthy360™ Strategy Session and start building a wealth plan designed to align with your life.
Ready to Experience the WELLthy360™ Approach?
Book your WELLthy360™ Strategy Session and start building a wealth plan that finally feels aligned with your life.
Ready To
MANAGE YOUR WEALTH DIFFERENTLY?
We'll inspire you each month with the most relatable topics and tactical advice.
Every issue is packed with financial tools, news and motivation to help you manage your wealth differently.
Ready To
MANAGE YOUR WEALTH DIFFERENTLY?
We'll inspire you each month with the most relatable topics and tactical advice.
Every issue is packed with financial tools, news and motivation to help you manage your wealth differently.
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