Live Your Wealth
in Financial Harmony
Not everyone needs a financial advisor.
Everyone deserves fiduciary guidance with actionable insights you can rely on, without the pressure, confusion, or 1% fee.
The Financial Harmony Membership provides ongoing financial planning guidance for individuals and families seeking clarity, structure, and support without traditional percentage-based asset management fees.
The Financial Harmony™ Membership delivers a new kind of support:
Fiduciary Group Financial Guidance™ (FGFG™)—expert-driven, values-based insight tailored to your stage of life,delivered in a collaborative, trusted community.
Only $1,200/year or $115/month. Limited spots.
What You Really Want Is:
- Real fiduciary-level guidance—led by a CFP® professional, Ph.D., and nationally recognized financial expert you can trust.
- Real financial strategies grounded in behavioral and values-driven insight
- Clarity without confusion making retirement, taxes, investments, and cash flow made simple
- Fiduciary guidance you can trust with no sales pitches, no 1% fees
- Independence with support: keep control of your portfolio, with expert input when you want it
- A like-minded community of Gen X professionals building confidence, not complexity
You Want Guidance. You Want Clarity.
But You’re Tired of:
- Endless hours on Reddit threads, Facebook groups, and YouTube rabbit holes—full of survivor’s bias, “shoulds,” and half-baked opinions from non-professionals
- 1% AUM advisors pushing products instead of giving holistic advice
- High fees that make real planning feel out of reach
- Unqualified gurus giving “do your own research” advice
- Performative lifestyle platforms that oversell, underdeliver, and swap integrity for influence
Who is this for:
This membership is built for Gen X professionals and families who:
- Want unbiased financial guidance without the high-cost advisory relationship
- Value independence but want a trusted sounding board for major decisions
- Seek access to expertise from a CFP®, Ph.D., and nationally recognized thought leader
- Want real strategies for investing, retirement, and taxes through a behavioral finance and life-planning lens
- Prefer a like-minded community of Gen X peers navigating similar milestones
Only $1,200/year or $115/month. Limited spots.
What You’ll Get Inside The Membership
Monthly live group Q&A calls with Dr. Preston Cherry
Interactive workshops on investing, retirement planning, intentional spending, and tax-smart strategies
Access to the Financial Harmony Compass framework for life-aligned wealth planning
Money psychology & financial therapy insights you won’t get from a robo-advisor
Private online community for peer connection and direct expert answers
Access to premium tools for retirement, cash flow, and estate planning
Priority registration for in-person city meetups once your city group reaches 30 members
Discounted 1:1 Planning Sessions – work directly with Dr. Cherry at a fraction of the $6,000–$12,000+ 1:1 fee
Only $1,200/year or $115/month. Limited spots.
What Makes This Different
Plenty of platforms promise “community” or “empowerment.” Here’s what they miss
Fiduciary Group Financial Guidance™ (FGFG™) means:
- Always acting in your best interest
- No product sales, no commissions, no hidden agendas
- Led by one of the most credentialed advisors in the industry
- Integrating life planning, investing, behavioral finance, and financial therapy
- Actionable financial insights and education, not individualized advice, so you stay informed and in control
- A collaborative group model that gives you high-value access at a sustainable cost
You’re not just joining a membership—you’re joining the modern wealth movement that puts clarity, strategy, and values first.
Meet Dr. Preston Cherry
Expertise, not opinions.
Access one of the most trusted and credentialed voices in the field:
- PhD in Financial Planning
- CFP® and Certified Financial Therapist™
- Top 10 Investopedia Advisor
- FPA Heart of Financial Planning Award recipient
- Distinguished Alumni, Texas Tech School of Financial Planning
- Featured in CNBC, Schwab, Morningstar, Kiplinger, Financial Planning Magazine
- Author of Wealth in the Key of Life
People pay $6,000–$12,000+ per year to work 1-on-1 with Dr. Cherry.
This is your chance to access his guidance, frameworks, and community—at a fraction of the cost.
If You Pay for Convenience,
Why Not for Confidence?
You invest in things that bring you convenience, clarity, and confidence every day:
- Amazon Prime – $139/year
- Costco Executive Membership – $120/year
- Chase Sapphire Reserve Annual Fee – $550/year
- Amex Platinum Annual Fee – $695/year
- YouTube TV + Sports Add-On – $1,020/year
- Paramount+ + Disney+ + MGM+ Bundle – $420/year
If you invest in these, why not in your financial clarity and confidence? The return: peace of mind, smarter decisions, and more of your wealth over a lifetime.
Pricing & Exclusivity
Founding 50 Rate: $1,200/year or $115/month
Exclusive to the first 50 members nationwide
Rate locked in as long as you remain a member
After 50 members, next tier increases to $1,500/year
Financial clarity isn’t a luxury — it’s the foundation for everything else you want in life.
Spots are limited. Once they’re gone, they’re gone.
Only $1,200/year or $115/month. Limited spots.
