Transform Your Money. Transform Your Life.
Financial harmony is within reach. Dr. Preston Cherry guides you to bridge your financial decisions with life’s deeper purpose—so you can create lasting, fulfilling wealth aligned with who you truly are.
As a Financial Therapist, Certified Financial Planner™, and award-winning financial advisor and educator, Dr. Cherry helps you navigate the emotional and practical sides of money. From corporate workshops to keynotes and conferences—whether you’re seeking peace of mind, freedom to pursue dreams or alignment in wealth and well-being—you’re in the right place.
Speaker Stages
Signature Keynotes
Bankruptcy to Balance: Discover Financial Harmony through Life Money Balance
This powerful keynote addresses the journey from life setbacks to achieving harmony and resilience in life and finances—moving to aspiration and abundance. Dr. Cherry shares inspiring stories and actionable insights to guide audiences from feelings of financial instability toward financial wellness using a wholeness approach, finding balance in a values-aligned lifestyle, intentional purpose, and mindful wealth.
“Life and money alignment gives your money assignments!”
This keynote empowers attendees to view financial setbacks as milestone moments for self-reflection, personal growth, and financial transformation, teaching them to cultivate a balanced relationship with their money to live fully.
Why this Keynote is Compelling
Dr. Cherry’s unique blend of financial expertise and life coaching provides a holistic approach that doesn’t just focus on “fixing” finances and transforming the audience’s relationship with money. This keynote appeals to those facing financial setbacks and anyone seeking a balanced and meaningful approach to personal finance. His warm, empathetic delivery and ability to frame financial concepts within a broader journey of self-discovery make it highly marketable, particularly to audiences needing both practical solutions and inspiring motivation.
Key Takeaways:
Understand the narratives behind your financial experiences. From trial to triumph, your story becomes a guiding force for financial resilience and abundance.
Learn to reflect without judgment. Dr. Cherry’s Honest Self-Audit framework helps participants identify misalignments in life and finances, setting a foundation for balanced decision-making.
Discover the Life Money Balance (LMB) philosophy, which emphasizes assigning your money with purpose. When your life and finances are in sync, your wealth serves your highest values, leading to true contentment.
Follow Dr. Cherry’s Six-A Alignment System—Admit, Acknowledge, Act, Align, Aspire, Achieve—to transform setbacks into meaningful financial and life milestones.
Shift your focus from scarcity to abundance by cultivating a growth mindset. This keynote provides insights into overcoming limiting beliefs and redefining wealth on your terms.
These takeaways capture both the practical tools and the transformative mindset shifts that attendees will gain, making this keynote a powerful experience for those seeking financial and personal renewal.
Shaking Off Money Stigmas: A Path to Life and Money Flourishing
In our fast-paced, image-focused society, money is often surrounded by stigma—unspoken rules and judgments that shape how we think about spending, saving, and wealth. Shaking Off Money Stigmas delves into the hidden biases and societal pressures that lead many of us to feel shame, fear, or inadequacy around money. This keynote guides attendees to shed limiting beliefs and develop a healthier, stigma-free relationship with their finances, ultimately leading to a more fulfilling, abundant life.
Through inspiring stories and evidence-based insights, this session reveals how societal and personal narratives around money can hinder financial growth and life satisfaction. Attendees will learn to identify and overcome these barriers, reframe their money perspectives, and approach finances with confidence, purpose, and self-compassion.
Why this Keynote is Compelling
This keynote offers a fresh perspective on personal finance, highlighting the need for emotional resilience and financial self-compassion. It provides a liberating shift for individuals who feel trapped by societal expectations, guiding them toward a balanced, intentional approach to wealth. Combining financial expertise with empathetic, real-world advice, this session empowers audiences to redefine their financial values and flourish.
Key Takeaways:
This keynote inspires attendees to reimagine their relationship with money by shedding societal judgments and personal shame, paving the way for financial success and true personal freedom.
Industry Conferences
Maximize Your Modern SEO:
Elevate Your Brand with Soul Engine Optimization
in a High-Tech World
In an era where Artificial Intelligence (AI) increasingly defines how clients find and engage with financial advisors, the ability to connect on a deeply personal level is more critical than ever. This session introduces a transformative approach, Soul Engine Optimization (SEO), which goes beyond traditional SEO techniques by incorporating Emotional Intelligence (EI) into your digital strategy. By combining SEO with genuine, human-centered communication, advisors can foster more authentic relationships with clients, making their digital presence resonate on a personal and financial level.
But how can advisors and firms scale their unique voice without being consumed by the demands of personalized content? This session offers practical solutions for leveraging Generative AI (GAI) with integrity to create impactful, efficient, and personable content. From newsletters and blogs to social media posts and video scripts, you’ll discover how AI-powered tools can seamlessly support your firm’s voice and values, amplifying your brand while staying true to the authentic client connections that drive long-term growth.
Key Takeaways for Advisors:
Learn how to enhance search engine optimization by infusing Emotional Intelligence, transforming digital outreach into genuinely relatable communication that speaks to clients’ life and money goals.
Understand best practices for using Generative AI and other tech applications to scale content creation while maintaining a unique, authentic voice that aligns with your firm’s mission.
Discover actionable tips for automating and curating content that builds meaningful connections without overwhelming your time and resources, from personalized email marketing to interactive blog content.
Increase client engagement and attract ideal prospects by creating an ideal client experience that resonates with clients’ financial and emotional needs, fostering loyalty and advocacy.
Explore examples of prompts and strategies to get the most out of GAI in creating high-quality, impactful content that aligns with client values and drives organic SEO success.
This session provides a clear roadmap for advisors to bring more “soul” into their online presence, using AI and EI to engage authentically, grow organically, and stand out in an AI-driven marketplace.
Global Humanity of Money:
Aligning Cultural Values with Financial Success
In today's increasingly interconnected world, financial advisors are called to navigate a rich tapestry of cultural values and personal beliefs that influence each client’s relationship with money. Global Humanity of Money explores how financial success and well-being are deeply intertwined with cultural identity and personal values, offering a pathway to more meaningful, culturally attuned client relationships.
This session will equip advisors with the tools to move beyond a “one-size-fits-all” approach, developing cultural competence and creating trusted spaces where clients feel seen, understood, and respected. Advisors will learn how to apply the Life Money Balance® philosophy and the Six-A System to unlock each client’s unique experiences, values, and cultural background, allowing for a more personalized, empathetic approach to wealth management. Attendees will leave with strategies to better address the intersection of global perspectives and individual values, fostering client loyalty, trust, and advocacy.
Key Takeaways for Advisors:
This session empowers advisors to become advocates for their clients' values, building loyalty and organic growth by honoring the global humanity of money.
Spend Shame to Spend Success:
A Modern Life Stage Dialogue
Spending habits reveal much about our psychological and emotional relationship with money. In Spend Shame to Spend Success, this session delves into the intricate psychology behind spending behaviors and the narratives that often dictate our financial choices. It examines harmful spending patterns like impulse and frivolous purchases, as well as restrictive “savings-first” mindsets, exploring how these patterns create a cycle of shame, fear, and missed life opportunities.
Advisors will gain insights into the “spending narratives” that drive client behavior, from the YOLO mindset and “badge-of-honor” frugality to fear-based saving. This session introduces a modern, life-stage-centric spending plan that empowers advisors to help clients develop healthier, shame-free relationships with spending. Learn how to reframe spending choices through the lens of life stage utility, aligning financial behaviors with personal values to foster lasting well-being.
Key Takeaways for Advisors:
This session offers practical frameworks and compassionate insights to guide advisors in transforming client spending shame into spending success, enhancing client retention and loyalty through an inclusive, judgment-free approach.
Corporate Financial Wellness Masterclass
Bring Financial Wellness to Your Organization or Event
Dr. Cherry’s engaging, insightful presentations make complex financial ideas accessible, actionable, and personal. Perfect for leaders, teams, and change-makers.
Dr. Preston Cherry is a leading voice in financial wellness, blending financial expertise with real-life strategies to inspire lasting change. Dr. Cherry delivers compelling sessions on topics like ‘Money & Identity’ and ‘Financial Harmony.’ Invite Dr. Cherry to transform how your audience thinks about money and well-being.
Why Financial Wellness Matters to Your Company
Financial wellness isn’t just about numbers on a page; it’s a pathway to a healthier, more productive workplace. Employees who feel financially secure are more engaged, focused, and ready to bring their best to work. Financial stress affects 60% of employees and costs companies over $200 billion annually in lost productivity and increased healthcare expenses. But it’s not just employees—72% of C-suite leaders report being stressed about their own finances. Investing in financial wellness empowers every level of your organization, from the front line to the boardroom.
Your Expert Guide to Financial Wellness
Dr. Preston Cherry brings more than 18 years of financial planning and wellness expertise to his workshops, where he combines practical tools with life-centered guidance. Known for his relatable, approachable style, Dr. Cherry creates an open, engaging space where your team can connect with their financial lives meaningfully. His philosophy? When life leads, money follows—creating confidence and balance both at work and at home.
What You’ll Get from a Workshop with Dr. Cherry
Every workshop is designed to resonate with your team, breaking down financial concepts in ways that are easy to understand and apply. Here’s what to expect:
Elevate
Equip your employees with practical, actionable insights that go beyond numbers, helping them feel confident in their financial choices.
Engage
Equip your employees with practical, actionable insights that go beyond numbers, helping them feel confident in their financial choices.
Grow
Equip your employees with practical, actionable insights that go beyond numbers, helping them feel confident in their financial choices.
Success Stories from Dr. Cherry’s Financial Wellness Programs
Dr. Cherry has helped numerous organizations build stronger, more financially confident teams. His workshops lead to real results, leaving employees feeling more confident and equipped to make financial choices supporting their lives and careers. At the same time, companies benefit from a more motivated, productive workforce.
Speaker Stages
Financial Wellness Masterclass #1
Your Path to Financial Wellness: Finding Your Financial Harmony
Financial wellness is the empowering confidence in managing your finances to secure a life that aligns with your deepest values and aspirations. In this masterclass, the journey begins with financial compassion—a compassionate self-exploration using grace and gratitude to meet yourself where you are, unlocking your unique money identity. This is more than budgeting; it's about understanding the narratives behind your attitudes, beliefs, and experiences with money to help you connect meaningfully to your financial journey
Who's It For:
Individuals who wish to transform their relationship with money by understanding the root of their financial beliefs and behaviors.
Those ready to align their finances with their life aspirations, values, and a holistic sense of well-being.
People seeking a guided path to financial harmony, where money becomes a tool that supports—not restricts—their lifestyle and aspirations.
Key Takeaways for Advisors:
Learn a powerful self-audit system that prepares you for meaningful change.
Discover how to unlock your life well-being domains, assigning purposeful “jobs” to your wealth that align with what you value most.
Engage in a reflective exercise where you articulate your financial journey, capturing lessons from past decisions to shape healthier strategies moving forward.
Discover practical tools for using empathy and compassion to foster a trusting and open relationship with your finances, supporting clarity and control in your life design.
Journaling Exercises
Write Your Letter
There are stories in your financial statements; your money patterns reveal powerful insights. These stories shape your strategies.
Five LMB Questions
Reflect on the questions that lead you to find financial harmony.
Four LMB Reflection Prompts
Answer these to guide you toward living fully and freely.
This masterclass doesn’t just teach financial tactics; it guides you to rewrite your story with a newfound financial identity—one that integrates with your vision of a balanced, fulfilling life.
Book Dr. Cherry Now
Financial Wellness Masterclass #2
Financial Confidence for Business Professionals: Maximizing Benefits and Personal Finance for Life Milestones
In today’s competitive business landscape, financial wellness is key to achieving both professional and personal milestones. Empowered Finances for Professionals is a comprehensive masterclass designed to help business professionals maximize their benefits and develop a balanced, confident approach to personal finance. By exploring financial fundamentals without judgment, this session empowers participants to make informed, stigma-free choices that support their unique life and career aspirations.
Through interactive guidance and practical exercises, this masterclass covers essential topics like building a healthy money mindset, managing cash and credit, optimizing savings and investments, and navigating benefits and risk management. Attendees will leave equipped with actionable strategies to support both short- and long-term financial wellness.
Who's It For:
Corporate professionals looking to leverage employer benefits for personal financial growth.
Individuals aiming to align their finances with personal and career goals through foundational and mid-level financial education.
Professionals seeking a supportive, judgment-free environment to build financial confidence.
Key Takeaways for Attendees:
Recognize common money barriers, reframe scarcity vs. abundance mindsets, and reduce financial shame.
Master cash flow, intentional spending, and credit strategies, including 50/30/20 budgeting and debt reduction.
Learn basics of portfolio allocation, savings rates, and effective investment strategies (e.g., dollar-cost averaging).
Differentiate between retirement accounts (401(k), IRA) and personal investment options (brokerage accounts).
Compare insurance options (HMO, PPO, HSA, FSA) and assess life insurance needs (group vs. private).
Personal Finance Exercises
Mindset Check
Identify one limiting money belief and reframe it to support financial growth.
Budget Creation
Set up a 50/30/20 budget aligned with life goals.
Investment Goals
Match financial milestones with investment options, creating a clear path for growth.
Benefits Audit
Review employer benefits and note potential opportunities for enhancement.
Risk Assessment
Evaluate personal risk tolerance and develop a tailored protection plan.
This masterclass equips professionals with the confidence and tools to make proactive financial choices, supporting both career advancement and personal fulfillment.
What People Are Saying
