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!

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?...

E4: Pathways: You Decided to Start Your LMB Journey, Now What? Deciding to start a journey is courageous and promising. How do you effectively select...

Dr. Cherry’s parents, Charles and Carla, continue sharing their Life Money Balance™ journey. There are treasures troves of wisdom! We ask, and they share their...

Where did the tenents of Life Money Balance all begin? Meet Dr. Cherry’s parents. Married for 43, they discuss how their life influences and experiences...