Achieving Financial Wellness Through Life Money Balance®


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Sep 04 2023 25 mins  
Dr. Preston D. Cherry, AFC®, CFT-I™, CFP® is a Certified Financial Planner and founder of Concurrent Financial Planning. After declaring personal bankruptcy and taking time to pay off debts during a time he refers to as “the fog years,” he was able to redirect his life to “lead his money,” while committing to helping others do the same. In this inspiring episode, Dr. Cherry chats with Toussaint about the importance of financial wellness, and how he commits to his personal mission of helping others find a harmonious Life Money Balance® – one that reflects their goals and aspirations for the future. Dr. Preston D. Cherry, AFC®, CFT-I™, CFP®: https://www.linkedin.com/in/drprestoncherry/ Concurrent Financial Planning: https://www.concurrentfp.com/