True Balance — Where Financial Success Meets Your Life’s Purpose
Financial planner, podcast host, speaker, author, and life-money harmonizer.
Dr. Preston Cherry, CFP® and creator of Life Money Balance™ is redefining how we think about wealth.
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Meet Dr. Preston Cherry
AFC®, CFT-I™, CFP®
Ph.D., entrepreneur, coach and speaker
Dr. Preston Cherry, CFP®, is a passionate financial planner, speaker, and educator who helps individuals and organizations align their financial goals with life aspirations. As the creator of the Life Money Balance™ approach, he integrates behavioral psychology with financial strategies, empowering audiences to take control of their money while living with purpose.
As founder of Concurrent Financial Planning, Dr. Cherry leverages his focus on financial well-being to provide actionable insights that inspire lasting, positive change. His unique, balanced approach is designed to transform how people think about wealth and success.
Why Dr. Preston Cherry?
Transformational. Thought-Provoking. Life-Changing.
Dr. Cherry’s approach is not just about financial strategies — it’s about lifelong financial transformation. Through his signature Life Money Balance™ method, he teaches individuals to align their financial plans with what truly matters in life.
Whether speaking to corporate teams or individuals, his insights blend practical financial wisdom with life-enhancing principles, offering strategies for long-term prosperity and emotional well-being.
Book Dr. Cherry for your next event and watch your audience gain clarity, confidence, and excitement to lead a more balanced, empowered financial life.
Where Strategy Meets Purpose
Life’s too short to worry about money
Money should work for you — not the other way around. With Dr. Cherry’s approach, you’ll craft a money strategy that aligns with what truly matters to you.
Spend with Confidence
Live your life in alignment, when your money has assignments.
I help you align your spending with your life goals, giving you the clarity and assurance to spend confidently. By understanding your values and priorities, you’ll make thoughtful decisions about where your money goes — without guilt or uncertainty. With a clear plan in place, you’ll feel empowered to enjoy the present while staying on track for the future.
Bring Your Dreams to Life
My approach supports as you pursue your dreams and achieve your goals — without compromising your happiness. By creating a clear financial roadmap that reflects your values, you’ll be able to exceed your expectations while enjoying the present. With a balanced approach to money, your goals become attainable, and your dreams are within reach, all while maintaining a sense of fulfillment along the way.
Break Your Chains
I’m here to help you break free from the financial stress and confusion that hold you back. By cutting through the overwhelming complexity of financial decision-making, I empower you to take control with clarity and confidence. No longer will you be bound by uncertainty — my method helps you navigate your money with ease, giving you the freedom to focus on what truly matters in your life.
See Dr. Cherry in Action
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Straight from the Source
T. Rowe Price
“A revolutionary approach to money.”
This book doesn’t just change your finances; it changes your life. Dr. Cherry’s insights help you make financial decisions that resonate with your deepest aspirations.
“We call it ‘personal finance’ for a reason—It’s personal to all of us.”
"Through his teachings, his presentations, his podcast, and his terrific book Wealth in the Key of Life: Finding Your Financial Harmony, Dr. Cherry helps us break down our relationship to money and break through the walls and biases we’ve built throughout our lives.
““A groundbreaking guide for anyone aiming to align their financial ambitions with genuine personal satisfaction.”
Dr. Cherry’s Six-A Alignment System and Life Money Balance method are transformative tools that deliver clear and actionable insights! This isn’t just any book; it’s essential reading for those ready to take charge of their financial future while fostering true happiness and well-being, regardless of economic challenges.
“A revolutionary approach to money.”
This book doesn’t just change your finances; it changes your life. Dr. Cherry’s insights help you make financial decisions that resonate with your deepest aspirations.
“We call it ‘personal finance’ for a reason—It’s personal to all of us.”
"Through his teachings, his presentations, his podcast, and his terrific book Wealth in the Key of Life: Finding Your Financial Harmony, Dr. Cherry helps us break down our relationship to money and break through the walls and biases we’ve built throughout our lives.
“A groundbreaking guide for anyone aiming to align their financial ambitions with genuine personal satisfaction.”
Dr. Cherry’s Six-A Alignment System and Life Money Balance method are transformative tools that deliver clear and actionable insights! This isn’t just any book; it’s essential reading for those ready to take charge of their financial future while fostering true happiness and well-being, regardless of economic challenges.
Claim your free e-book now!
AWARDS
FAQs
Booking Dr. Cherry for your event is simple! You can contact us through the “Book Now” page on the website to learn more about availability, Dr. Cherry’s process, and pricing. Our team will work with you to create a customized experience that meets your specific needs.
The Life Money Balance™ approach is a unique framework developed by Dr. Cherry that helps individuals align their financial decisions with their personal life goals. By blending financial strategies with behavioral insights, it empowers people to achieve financial success without sacrificing their well-being or happiness.
Dr. Cherry’s resources, including his books, online courses, and other educational tools, are available on the website. You can get your hands on these by visiting the Book, Courses, Podcast, and Blog pages to find detailed information and links to purchase or access them.
Dr. Cherry speaks on a wide range of topics, including financial psychology, stress management, goal-setting, and money habits. His talks often focus on achieving financial success while maintaining balance in all areas of life — creating a mindset that supports both wealth and well-being.