Achieve Financial Harmony and Build the Legacy You Deserve

Unleash the power of your wealth with Life Money Balance®: Your Ultimate Financial Blueprint for Gen X Success.

Designed exclusively for mass affluent Gen X couples, this dynamic course bridges the gap between money psychology and technical financial strategies to help you confidently navigate your financial future.

Led by Dr. Preston D. Cherry—an award-winning and trusted wealth advisor, financial therapist, CFP® professional, and financial planning Ph.D.—you’ll gain actionable insights and proven tools to transform your financial mindset, master money management, and build a legacy of prosperity and purpose.

Don’t just manage your money—redefine your relationship with it.

Reclaim Control, Build Wealth, and Achieve Financial Wellness

This four-hour evergreen workshop is designed for Gen X professionals and business owners seeking to align their financial goals with their values. By combining expert insights, interactive tools, and actionable steps, this course delivers a holistic approach to financial planning that balances wealth building with financial peace of mind.

Through three comprehensive modules covering fifteen relevant topics, you’ll explore:

You’ll emerge empowered to make smarter, value-driven decisions that align with your life goals—while staying resilient in today’s ever-changing financial landscape.

LMB Blueprint Module 1

Mastering Money Psychology: Uncover Your Financial Mindset

Unlock the behavioral patterns shaping your financial habits and learn to break free from limiting beliefs.

Does this sound like you?

“I’m unsure where to start with my financial goals.”

Outcome:

Gain clarity and confidence in decision-making.

Milestone:

Build clarity and confidence in your financial plan from day one.

Creating a Purpose-Driven Financial Plan

Craft a financial plan rooted in your values and aspirations with the proven Life Money Balance® framework.

Does this resonate with you?

We’re not aligned on financial goals as a couple.

Outcome:

Achieve clarity and purpose in your financial goals.

Milestone:

Foster transparency and shared purpose with actionable tools.

Cash Flow Mastery: Managing Inflows, Outflows, and Lifestyle Inflation

Discover practical tools for managing cash flow while staying agile in changing financial conditions.

Benefit:

Increase liquidity and financial stability.

Understanding Debt Dynamics and Strategic Debt Management

Explore strategies to use debt as a tool for long-term financial growth.

Benefit:

Gain control of debt and improve credit health.

Building a Resilient Financial Safety Net

Protect your family’s future with expert guidance on insurance and risk management.

Benefit:

Achieve peace of mind with a secure financial safety net.

LMB Blueprint Module 2

Investment Fundamentals for Wealth Growth

Understand portfolio diversification, tax efficiency, and risk management strategies tailored to your wealth stage.

Do you feel this way?

I feel overwhelmed by taxes, investments, and retirement options.

Outcome:

Build a growth-oriented portfolio that aligns with your goals.

Milestone:

Simplify your financial journey with expert-guided strategies.

Navigating Market Volatility

Learn how to build a portfolio that withstands economic uncertainty.

Benefit:

Stay confident in your investments, no matter the market conditions.

Advanced Tax Optimization for Business Owners and Professionals

Maximize your wealth through tax-saving strategies and optimized account structures.

Benefit:

Retain more wealth and reduce tax burdens.

Retirement Income Planning for Gen X Professionals

Create a sustainable retirement income plan that factors in healthcare, Social Security, and market fluctuations.

Do you feel uncertain about this?

I don’t feel confident navigating market changes and volatility.

Outcome:

Enjoy a confident and stress-free retirement.

Milestone:

Build a portfolio that thrives in any financial climate.

Estate Planning Essentials: Protecting Your Legacy

Secure your legacy with practical guidance on wills, trusts, and asset transfers.

Is this a goal you share?

I want to leave a legacy but don’t know how to start.

Outcome:

Ensure your wealth benefits loved ones and aligns with your values.

Milestone:

Protect and grow your wealth for future generations.

LMB Blueprint Module 3

Integrating Real Estate into Your Wealth Strategy

Explore opportunities to diversify wealth with residential and commercial real estate investments.

Benefit:

Strengthen and stabilize your financial portfolio.

Transitioning from Business Owner to Investor

Learn how to prepare for life after entrepreneurship with tailored succession and investment strategies.

Benefit:

Secure financial independence beyond your business.

Business Valuation and Exit Strategies

Prepare for succession or sale with tools to maximize the value of your business.

Benefit:

Transition seamlessly from business owner to wealth-builder.

Philanthropy and Impact Investing

Leverage your wealth to create a meaningful impact and align your investments with your values.

Benefit:

Build a legacy of purpose-driven giving.

Achieving Financial Wellness and Life Harmony

Integrate financial wellness into all aspects of your life for lasting fulfillment.

Benefit:

Experience holistic financial and personal well-being.

This expertly crafted course offers a unique opportunity to learn, grow, and secure your financial future with the guidance of a trusted professional.

What People Are Saying!

During our time with Preston, we learned how to communicate our financial desires individually and as a couple. While my husband and I had similar goals for retirement, we differed on how best to proceed. Preston helped us identify our current financial picture and clarify our future goals. Through coaching and financial education, we gained confidence in planning and taking steps toward living the lives we wanted in retirement.

Marvin & AndreaWealth Builders & Reitrement Transitioners, Corporate & Higher-Education Professionals