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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AWARDS
FAQs
The Life Money Balanceâ„¢ 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.
The Life Money Balanceâ„¢ 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.
The Life Money Balanceâ„¢ 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.
The Life Money Balanceâ„¢ 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.