Finding Your Financial Harmony

Wealth in the Key of Life

Most financial advice focuses on maximizing wealth while treating life as an afterthought. Wealth in the Key of Life: Finding Your Financial Harmony explores a different approach. Dr. Preston Cherry introduces Financial Harmony™, a framework for aligning financial strategy with identity, life transitions, evolving priorities, and long-term well-being.

Drawing from both professional expertise and personal transformation, the book explores the tension between the wealth people are building and the life they actually want to live. Dr. Cherry introduces the Four T’s™ (Trials, Triumphs, Transitions, and Transformations), Return on Alignment™ (ROA), the Five Permissions of Wealth™, the Six-A Alignment System™, and the Alignment Sequence™.

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Financial Harmony™

Return on Alignment™

Four T's™

Five Permissions of Wealth™

Six-A Alignment System™

Praise for Wealth in the Key of Life

“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.”
Caleb Silver
Editor-in-Chief, Investopedia
“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.”
Lynnette Khalfani-Cox
Author, Zero Debt
“It’s big-picture in the best way. Forget dry, stuffy finance. Dr. Cherry’s wisdom helps you align money decisions with your values, goals, and relationships, empowering you to see the bigger picture of your financial journey.”
Christine Benz
Director of Personal Finance and Retirement Planning, Morningstar
“Practical advice with a soul. If you want to live a life on purpose and full of meaning, you need this book. Dr. Cherry delivers academic insights with a human touch, offering achievable guidance on how to approach financial planning with heart and intention.”
Jamie Hopkins
CEO and Chief Wealth Officer, Bryn Mawr Trust / WSFS

What if Your Money Could Lead You to a Life of True Fulfillment?

In Wealth in the Key of Life, Dr. Cherry, an award-winning financial advisor, Certified Financial Planner™, founder of Concurrent Wealth Management and Certified Financial Therapist™, combines deep insights into financial psychology with practical steps, making money a source of freedom, not stress.

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Frequently Asked Questions

The book is written for high-income Gen X professionals, business owners, oil & gas executives, and anyone navigating a life transition who wants their wealth aligned with the life they actually want to live.

The book introduces Financial Harmony™, Return on Alignment™ (ROA), The Four T’s™ (Trials, Triumphs, Transitions, and Transformations), The Five Permissions of Wealth™, The Six-A Alignment System™, and The Alignment Sequence™.

No. Wealth in the Key of Life: Finding Your Financial Harmony blends financial strategy, behavioral insight, identity, and life-centered wealth planning. It draws from Dr. Cherry’s professional expertise and personal transformation to explore the tension between the wealth people are building and the life they actually want to live.

The book is available on Amazon (primary), Barnes & Noble, and Wiley. Visit the book page for a full overview, key frameworks, Key Takeaways PDF, and who it is written for.

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