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About Dawn Dahlby
Dawn Dahlby is a Certified Financial Planner, wealth wellness expert and author of the upcoming 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, she has helped them become truly “WELLthy.”
What You’ll Learn
In this episode we talk about:
- How to focus on money without only focusing on the tactics
- 6 key areas to putting together a financial plan
- How Dawn pivoted from studying music in college to becoming a CFP as her career
- Why focusing on the “why” behind money isn’t enough
- 2 common money fears Dawn comes across
- How to know if you will have enough money for retirement
Resources
Whitney’s Instagram: @whitney_hansen_co
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