John Wiley & Sons Wealth in the Key of Life Cover Embark on a journey to financial freedom and personal well-being Are you striving to live the life .. Product #: 978-1-394-26866-5 Regular price: $25.14 $25.14 In Stock

Wealth in the Key of Life

Finding Your Financial Harmony

Cherry, Preston D.

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1. Edition December 2024
224 Pages, Hardcover
Wiley & Sons Ltd

ISBN: 978-1-394-26866-5
John Wiley & Sons

Further versions

epubmobipdf

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(TM), 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.

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
"Preston writes with as much passion as he speaks on these critical topics in Wealth in the Key of Life." - Josh Brown, CEO of Ritholtz Wealth Management and Host of The Compound and Friends

"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." - Christine Benz, Director of Personal Finance and Retirement Planning for Morningstar. Author of How to Retire

"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." - Lynnette Khalfani-Cox, author of Bounce Back: The Ultimate Guide to Financial Resilience and the New York Times bestseller, Zero Debt

"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." - Jamie Hopkins, CEO and CWO, Bryn Mawr Trust/WSFS
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.