We Help Affluent Gen X Achieve Financial Freedom with Confidence
Maximize Your Lifestyle Now AND Optimize Your Retirement Future
Meet Dr. Preston Cherry
Voted as a Top 10 Top 100 Financial Advisors who is making significant contributions to critical conversations about financial wellness, investing strategies, life-stage financial planning and wealth management. Learn more
What is Life Money Balance®?
“Let your life lead your money, not your money lead your life”
A transformational people-first process that “lets your life lead your money,” where your life and money work concurrently to align, aspire, and achieve your life’s design and financial freedom.
LMB®
What we Do
You’re in control of your financial future. We help you get there.
Financial Planning
Using the Life Money Balance® philosophy, we deliver a people-focused ideal experience that aligns your values with financial life planning to provide modern and trusted financial advice. You gain the confidence and clarity to create your life design.
We collaborate to create tailored financial planning strategies to help build wealth toward your version of financial freedom and well-being.
Financial Coaching
We will host a 3-day LIVE online course called “Spring Into Your Finances” across April 23, 24, and 25 using 90-minute power sessions.
Our transformational personal finance course delivers wealth-building and well-being education that helps you achieve your life goals and empower your finances.
This course best serves households with incomes not surpassing $250,000.
You gain insights into essential planning areas, including mindset and goals, cash flow and debt, insurance and protection, investments, tax, employee benefits and retirement, and estate.
Our content isn’t just about finances but also includes mindset and well-being—a holistic approach you rarely encounter.
Financial Wellness
People from all walks of life deserve to pursue their aspirational life through The Arc of Financial Wellness™. Through our Corporate Financial Wellness platform Life Money Balance® @ Work™, we can meet people where they are and extend financial compassion, and financial education, improve financial literacy, and experience financial wellness.
Institutional Investment Management
Using our collective 50 years of macro-economic and policy knowledge and investment portfolio management experience, we implement your institutional investment policy that governs the direction of your institutional investment management needs to match your organization’s vision, mission, horizon, and capacity.
Hire the management team that helps you keep funding your organizational impact.
Lack confidence in their retirement date
Average Gen X School Loan Debt
out 10 Gen X believe retirement won’t fit the traditional mold
LMB®
Clients We Serve
We deliver a transformative financial advice experience that helps you build wealth to achieve financial freedom that elevates your well-being. Share your aspirations and better understand your life and money identity.
Popular Financial Planning Priorities For Generation X Are:
- Lifestyle spending & flexibility
- Lifestage transitions & permissions
- Risk & insurances management
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Retirement choice, confidence,
& investments - Forward tax planning
- Social Security & Medicare
- Sandwich Generation: college & adult children and elder parents
- Student loan debt reduction
- Career flexibility & benefits packages
- Values-based charitable giving
- Equity compensation
- Legacy estate planning
- Business tax & retirement
- Business exit, protection & valuation
- Cryptocurrency Dynamic
what does your life money balance look like?
Married With Sights On Travel
Successful Single Professional with Equity compensation
Transitioning into retirement and parent care
Collaborate with your Modern Financial Planner
Create your life’s design by aligning your aspirations with your finances. Use ideal financial advice to build wealth and achieve financial freedom with confidence.
Maximize your lifestyle now AND optimize your retirement future.
LMB® Wealth and Wellbeing Assessment
Take charge. Align your life and money to discover your aspirational money mindset and achieve your version of financial freedom with our financial harmony assessment.
