Wealth with Purpose. Confidence by Design.
The WELLthy™ 360° Experience is a transformational journey for high-achieving individuals ready to align their financial strategy with their values, lifestyle, and legacy.
WELLthy™ 360°
November 6–7, 2025 | Scottsdale, AZ | The Westin Kierland Resort
Meet the Vision Behind WELLthy™ 360°
Founded by Dawn Dahlby, RELEVÉ Financial Group empowers ambitious individuals to take control of their financial future. With deep financial expertise and a passion for legacy-building, WELLthy™ 360° was created to transform how people build and sustain wealth.
Earn More. Keep More. Live WELLthy™.
What You’ll Gain from the WELLthy™ 360° Experience
Strategic Wealth Alignment
Align your money with what matters most - and walk away
with a personalized financial plan built around your goals and
values.
Tax-Efficient Planning
Keep more of your wealth with smart, legal strategies.
Smart Real Estate Strategies
Learn how to build passive income and long-term
wealth through intentional real estate investments
— even if you're just getting started.
Clarity & Confidence
Make decisions without overwhelm.
Legacy & Impact
Build generational wealth and purposeful giving.
Why Attend?
Walk away with a fully implemented wealth strategy (yes, DONE) That includes your spending plan, savings strategy, protection plan, retirement roadmap, investment portfolio, and estate plan. All aligned. All integrated
Unlock new income streams through real estate and strategic business shifts
Keep more of what you earn with smart, personalized advanced tax strategies
Find your financial freedom number—and how to hit it
Work with a fiduciary team that integrates it all: income, investments, taxes, estate planning, business decisions
Guidance on becoming a stronger leader—in your business and your family
Make strategic decisions that need expert guidance
All inside a boutique, curated event (no ballrooms full of sales pitches)
You’ll walk in with questions—and walk out with a complete, customized
plan that typically takes a year to build...done in just TWO DAYS!
Most people never have the opportunity to do this.
That’s why they never reach financial freedom.
Let’s clean up the money chaos, create your custom
roadmap, and make your wealth feel as strong as
your success.
Why Learn from Dawn?
Because She’s Been Where You Are—and Built What You Want.
From Zero to Eight Figures: Meet the Woman Who’s Mastered Money and Meaning.
Dawn is a Certified Financial Planner™, Behavioral Financial Advisor, and CEO of RELEVÉ Financial Group—an eight-figure firm she built from scratch. With 25 years of experience, she’s helped thousands of high-achievers align their money with their values through personalized financial and tax strategies. She’s also the author of the #1 best-selling book Live WELLthy™, a sought-after speaker, and a passionate educator who makes wealth-building feel personal, practical, and even fun. A wife, mom, and entrepreneur, Dawn knows what it takes to grow a business, a family, and a legacy—and she’s here to help you do the same.
Real Results. Real Talk. Real Wealth.
You’ll Also Meet the Experts Guiding Your
WELLth™ Journey!
At WELLthy™ 360°, you're not just learning from one voice—you’re supported by a hand-selected team of fiduciary advisors, tax experts, investment professionals, real estate strategists, and estate planning experts, all here to help guide your next chapter with clarity and purpose.
This isn’t surface-level advice. It’s real implementation, real expertise, and real results—delivered by credentialed, professionals who understand the complexity of your life, your business, and your legacy.
Each expert is aligned around one mission: helping you make smarter decisions with your money and your time—so you can lead with confidence and live in alignment with what matters most.
What Our Clients Are Saying
"We always argued about money. Working with these experts helped us get on the same page, set shared goals, and finally feel like a team again.”
— Megan & Jason K.,
Married Entrepreneurs
"We always argued about money. Working with these experts helped us get on the same page, set shared goals, and finally feel like a team again.”
— Lauren B.,
Small Business Owner
“I came for the tax strategies—but I left with a completely new way to think about wealth, time, and freedom.”
— Jonathan R.,
Tech Executive
“I make great money, but I’ve always wanted to learn how to use real estate to build additional income and long-term wealth. I now have the tools—and the confidence—to start.”
— Danielle S.,
Healthcare Executive
GENERAL ADMISSION
Perfect for: Value Conscious Professionals
Full access to the 2-day WELLthy™ 360° Experience
Access to The WealthFactor™—your interactive, personalized WELLth-building plan
Direct collaboration with fiduciary financial experts
Strategic tax, income, and investment planning
Networking opportunities with like-minded people
Succession Planning: Guide smooth ownership transitions
Estate Planning: Preserve wealth and guarantee your wishes are honored
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BONUS: Earn From Your Strengths and Spend From Your Values™ Workshop
BRING YOUR SPOUSE AND/OR BUSINESS PARTNER AND GET 50% OFF THEIR FULL PRICE ADMISSION TICKET.
VIP EXPERIENCE
Perfect for: Successful Professionals Seeking Elevated Hands-On Guidance
Everything in General Admission PLUS;
VIP Lunch with Dawn and Panel of Trusted Wealth Experts
Free Copy of Dawn Dahlby's #1 Best-Selling Book. Live WELLthy™, Including an Exclusive Bonus Chapter
Priority Front Row Seating
Pre-Event Expert Sessions Designed to Maximize Results
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BONUS: Earn From Your Strengths and Spend From Your Values™ Workshop
BRING YOUR SPOUSE AND/OR BUSINESS PARTNER AND GET 50% OFF THEIR FULL PRICE ADMISSION TICKET.
ELITE EXPERIENCE
Perfect for: Executives, Business Owners and Serious Investors
Includes Everything in VIP, PLUS;
Welcome Happy Hour and Private Dinner
1-on-1 Strategy Session with a RELEVÉ Advisor (Pre- or Post-Event)
30-day Post-Event Advisory Accountability Call
Free access to Live WELLthy™ digital advice platform for 1 year to track your financial progress.
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BONUS: Earn From Your Strengths and Spend From Your Values™ Workshop
BRING YOUR SPOUSE AND/OR BUSINESS PARTNER AND GET 50% OFF THEIR FULL PRICE ADMISSION TICKET.
Special Ticket Offer: Bring Your Spouse or
Business Partner!
We believe wealth is best built together—it’s stronger when shared. That’s why we’re offering a special opportunity for attendees of WELLthy™ 360°: The Complete Wealth Experience.
Invite your spouse or business partner to join you and receive 50% off their full-price ticket.
This is your chance to get on the same page with the person who supports your biggest decisions—at home or in business.
Bonus: Have adult children eager to learn smart money habits? They’re welcome to join a complimentary breakout session designed to teach the basics of money management and how to build a strong financial future.
Please note: This adult child(ren) free session is separate from the main event and does not include full event access.
Come together, plan together, and build lasting wealth—side by side.