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My guest today talks about how we can live a WELLthy life so that ultimately we are living a fulfilled life based on what we truly value. There are many resources out there sharing how to build wealth, but I promise you what you will hear today is nothing you have heard before.
Welcome my guest, Dawn Dahlby. Dawn is a certified financial planner, wealth wellness expert and author of the book Live WELLthy™: Own Your Worth, Grow Your Wealth. 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."
In this episode we talk about:
For full show notes and episode resources head to: https://ericalippy.com/dawn-dahlby/
Find our guest at:
Follow me on Social Media:
PASSION LOVE PURSUIT PODCASTS: https://ericalippy.com/the-podcast/
By Erica Lippy5
123123 ratings
My guest today talks about how we can live a WELLthy life so that ultimately we are living a fulfilled life based on what we truly value. There are many resources out there sharing how to build wealth, but I promise you what you will hear today is nothing you have heard before.
Welcome my guest, Dawn Dahlby. Dawn is a certified financial planner, wealth wellness expert and author of the book Live WELLthy™: Own Your Worth, Grow Your Wealth. 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."
In this episode we talk about:
For full show notes and episode resources head to: https://ericalippy.com/dawn-dahlby/
Find our guest at:
Follow me on Social Media:
PASSION LOVE PURSUIT PODCASTS: https://ericalippy.com/the-podcast/

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