Financial Harmony™
Life-aligned finances through wealth-secured well-being
Dr. Preston Cherry is an independent, flat-fee financial advisor, author, speaker, and creator of Financial Harmony™, working directly with high-income Gen X professionals, business owners, and oil & gas executives on retirement, tax, investment, and life-transition decisions. Houston-based. Serving clients nationwide through Concurrent Wealth Management.
Financial Harmony™ recognizes that money decisions are rarely isolated financial events. They emerge through transitions, setbacks, reinvention, ambition, responsibility, uncertainty, and evolving priorities.
Money is never just math. It reflects identity, culture, fear, ambition, relationships, expectations, transitions, and evolving definitions of success.
Financial Harmony™ is actively implemented through financial planning, retirement strategy, investment management, and aligned decision-making at Concurrent Wealth Management.
FAQs
Financial Harmony™ is life-aligned finances through wealth-secured well-being. It is the holistic alignment of your finances, identity, decisions, and life aspirations that guides your financial planning strategies, giving you permission to live fully, with the purpose and preferences you value most.
Most financial conversations focus on Return on Investment (ROI), how money grows. Return on Alignment™ (ROA) measures something equally important: how effectively your financial strategy supports your identity, values, and well-being. It is about the assignments you give your money to fulfill your specific life purpose. A strong financial strategy produces both ROI and ROA. Investment returns build wealth. Alignment ensures that wealth serves life. ROA is a central framework in Wealth in the Key of Life: Finding Your Financial Harmony.
Financial Harmony™ is a broader wealth philosophy and decision-making framework that also informs financial planning and investment strategy.
Financial Harmony™ is actively implemented through comprehensive financial planning, retirement strategy, tax planning, and investment management at Concurrent Wealth Management.
