Concurrent Financial Planning

Life Money Balance® Blog

Grab your easy-going financial education resource that empowers the life you envision. Let your life lead your money. Live aspirationally!

In Fall 2021, the Association of African American Advisors announced its annual Fifty Under 50 Program, which recognizes and celebrates influential Black/African American licensed financial...

(webinar replay) FOX Corporation presents “Get Your Money Right” w/ Dr. Cherry

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Fidelity presents Business Insider’s Master Your Money Live Digital Bootcamp series. Optimize your money systems, grow your savings, and reduce stress around finances. Learn how...

Financial advice requires a financial planning process that includes discovering how you think, feel, and behave with money and your life and money alignment. The...

The Life Money Balance™ journey finds roots in story exchanges that help us establish the foundation and build frameworks to process life events and achieve...

Your aspirational life evolves, and you transition from season to season. Aspirations and seasons integrate life, money, and career platform choice. When one season finds...

In this episode, we extend from marriage and money theme foundations from the Charles and Carla episodes 2 & 3. Renowned & decorated financial planner...

In this timely episode, Dr. Cherry shares how “It’s OK” to experience certain feelings about the external economic environment (inflation & recession) and how to...

In this episode, we welcome Dr. Michael G. Thomas, AFC®, to discuss cryptocurrency through the lens of financial wellness and behavioral psychology while considering the...

Deciding to start a journey is courageous and promising. How do you effectively select a pathway that bests fits your desired needs, experiences, and outcomes?...