Episode 204. Living WELLthy with Dawn Dahlby
Happiness Solved with Sandee Sgarlata. In this episode, Sandee interviews Dawn Dahlby. Dawn Dahlby is a certified financial planner, wealth wellness expert, and author of the book Live WELLthy™: Own Your Worth, Grow Your Wealth (Greenleaf Book Group, April 11, 2023). She is the country’s first behavioral financial advisor, a certification that focuses on both the emotional and practical aspects of managing money. Dawn also serves as the founder and president of Relevé Financial Group, a multi-million-dollar advisory firm. As a fiduciary with over 20 years of experience providing financial advice, Dawn has not only led her clients from moderate incomes to affluence, but she has helped them become truly "WELLthy." Her proprietary approach helps people learn to save for tomorrow without having to sacrifice living today by merging the most effective teachings of self-help with finance to create a unique focus on “spending freedom.” Over her years as a financial advisor, Dawn realized that even the extremely rich have anxiety about money and that if they want true financial freedom, they need to transform their thoughts and emotions, not just their bank accounts. Dawn calls this living “WELLthy.”
Connect with Dawn: https://dawndahlby.com/
Connect with Sandee www.sandeesgarlata.com
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