Embark on a journey to financial freedom and personal well-being
Are you striving to live the life you’ve always envisioned? Do you wonder how retirement will reflect the dreams and luxuries you desire?
In Wealth in the Key of Life: Finding Your Financial Harmony, Dr. Preston D. Cherry, an Accredited Financial Counselor®, Certified Financial Therapist™, and Certified Financial Planner® delivers a unique perspective on harmonizing your financial and personal life.
Dr. Cherry’s comprehensive Life Money Balance® approach focuses not only on wealth accumulation but also emphasizes the importance of well-being in achieving a fulfilling life. In this book, you’ll find:
- The ‘Six-A Alignment System’: A revolutionary framework to understand and improve your relationship with money
- The Four-T’s: Self-Audit, including Trial, Triumph, Transition, and Transformation, aiding in the seamless integration of finances into your life
- Strategies to navigate financial noise and conflicting advice, fostering mindfulness and resilience in your wealth-building journey
This book is a must-read for anyone looking to create a balanced, prosperous life. It’s perfect for professionals, families, individuals with adult children, homeowners, renters, employees, and small business owners.
Whether you’re just starting your financial journey or looking to enhance your current path, Wealth in the Key of Life provides the insights and tools necessary for aligning your financial decisions with your personal goals and well-being to help you flourish. Discover how to unlock your financial potential and live the life you’ve always envisioned.
Table of Content
Acknowledgments vii
Introduction A Personal Journey to Holistic Wealth: From Bankruptcy to Balance xiii
Chapter One Admitting Where You Are 1
Chapter Two Acknowledging How You Feel About Money 17
Chapter Three Surviving Financial Trials with Resilience 29
Chapter Four Taking Mindful Action 39
Chapter Five Aligning Money with Values 51
Chapter Six Aspiring for Financial Freedom 67
Chapter Seven Mastering Financial Triumph 85
Chapter Eight Achieving Financial Milestones 99
Chapter Nine Transitioning with Willing Transformation 119
Chapter Ten Financial Planning for a Fulfilling Life 131
Chapter Eleven Generation X Can Help Unlock Financial Harmony 149
Conclusion Your Keys to Holistic Wealth 167
Further Reading 171
Index 183
About the author
PRESTON D. CHERRY, PHD, is the Founder and President of Concurrent Financial Planning and Director of the Financial Planning Program and the Charles Schwab Foundation Center for Financial Wellness at UW-Green Bay. He has over 15 years’ experience in academia and financial services, including work in financial planning, investment management, and leadership positions.
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