Why empowering others matters to me

It actually took the death of my mother a few years ago to make me realize that I had been short-changing myself throughout my entire professional career as a CFP® at some of the biggest financial institutions in the country.

I realized what my mother had struggled with all her life—the idea that she wasn’t worth time, money, energy, love, happiness—was exactly what would dictate my own future…unless I made a change.

I had already launched the Relevé Financial Group, a boutique financial services company catering to executives and entrepreneurs, multi-generational families, independent women responsible for managing business and personal wealth, and those in or near retirement about to transition into financial independence. And I’d already built a team of brilliant wealth advisors who share a unified approach to earning, spending, and saving based on the Dahlby Difference method.

Over the years, my business and my clients have prospered. But something had been missing.

After losing my mother, I decided to take action.

Yes! I am worth more; more time, money, energy, love, and happiness. And so are you!

There are so many amazing women I meet who don’t recognize their own worth, and they were missing out on the wealth that follows.

I can say this, because I’ve been there.

I see that women still aren’t being seen and heard—or compensated appropriately. I know that when women recognize their own strengths, their income grows, they feel abundance, and they thrive.

I want you to have what I have: success in life and success with money.

Nothing would make me happier than knowing I’ve made a difference in the lives of women, sharing key life skills and serving as a guide through the personal journey of aligning wealth with worth.

Money is more than interest rates and budgeting. Understanding your true relationship to money and how self-esteem and how thoughts and emotions are at play with every decision we make is vital. And, believe it or not, it can be fun, too.

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Own it, earn it, and grow it…
So you can spend it, save it, and Share It

Dawn Dahlby

CEO and Founding Partner of Relevé Financial Group

With over 20 years of experience as a licensed CFP®, BFA, and CRPC®, Dawn Dahlby is the founding partner and president of private wealth advisory, Relevé Financial Group, with locations in Minnesota and Arizona, and serving clients from coast to coast.

After 12 years advising clients as a commissioned broker and a private wealth advisor at large financial institutions, Dawn set up her own financial advisory firm in order to offer independent advice, free from conflicts of interest.

With Relevé Financial Group, Dawn Dahlby offers a different approach to the typical financial advisory experience. As the country’s first certified Behavioral Financial Advisor, she has a particular understanding of what drives clients to stay motivated over the long term in order to actually reach their investment and retirement goals.

She was the first Certified Behavioral Financial Advisor to join the Forbes Finance Council.

Her new venture, Dawn Dahlby’s Building Wealth and Worth, was born out of the idea that all women should know their self-worth so they can grow their financial wealth.

“Most people wish they could achieve both financial freedom and financial security at the same time. By mastering the Own it Earn it Grow it process you’ll be able to achieve just that: an elevated level of spending freedom today and security for your tomorrow.”

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