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Praise for WEALTH IN THE KEY OF LIFE "Forget dry, stuffy personal finance guidance.
Wealth in the Key of Life doesn't just focus on maximizing your financial capital. Thanks to Dr. Preston Cherry's inspirational guidance, it helps you align your financial decisions with your values, goals, and relationships. It's big-picture in the best possible way."
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CHRISTINE BENZ, Director of Personal Finance and Retirement Planning for Morningstar and author of
How to Retire "Practical advice with a soul, that is what Dr. Cherry's
Wealth in the Key of Life brings to the table. If you want to live a life on purpose and full of meaning you need to read this book. Dr. Cherry brings the mind of an academic out of the ivory towers of academia and delivers it with a truly human touch in his practical and achievable approach to financial planning."
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JAMIE HOPKINS, CEO of Bryn Mawr Trust and CWO of WSFS
"Preston writes with as much passion as he speaks on these critical topics in
Wealth in the Key of Life."
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JOSH BROWN, CEO of Ritholtz Wealth Management and Host of
The Compound and Friends "Prepare to revolutionize your relationship with money.
Wealth in the Key of Life is more than a financial guide-it's a roadmap to a more fulfilling existence. Dr. Preston D. Cherry's groundbreaking approach will empower you to make financial decisions that resonate with your deepest aspirations. This book doesn't just change your finances; it changes your life."
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LYNNETTE KHALFANI-COX, author of
Bounce Back: The Ultimate Guide to Financial Resilience and the
New York Times bestseller,
Zero Debt
List of contents
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.
