Episode 119

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Published on:

25th Oct 2021

Monitoring your Financial Plan with Dr. Preston Cherry [Step 7 of Financial Planning]

So you finally brought a financial plan together and think everything will be smooth sailing here on out, but reality is things change and it is important to constantly monitor your plan. No one knows this better than Dr. Preston Cherry, our guest for today.

Dr. Preston Cherry is the Founder & President of Concurrent Financial Planning, a financial planning firm  that serves households and business owners across generational lines. Now he wants to help you achieve your financial goals because at the end of the day it should be your life leading your money and not the other way around.


So what are you waiting for? Make sure to listen to today's episode and learn how to properly monitor your plan.  


Highlights

>> Preston’s background

>> How preston goes about the monitoring process with his clients

>>  The fields of money

>> Why Preston thinks this step is often overlooked 

>> Preston’s tips for you


Connect with Preston

>> Website (https://bit.ly/2ZfvQ48)

>> Twitter (https://bit.ly/2XH1gjz)

>> LinkedIn (https://bit.ly/3b7n2Qz)


If you loved this episode, you have to listen to these episodes as well: 

>> The Power of Taking Control of your Finances with Naseema McElroy (https://apple.co/3CdKdoj)

>> How to Be a Champion in Finance with Lauryn Williams (https://apple.co/3m8dDyw)

>> Growth Mindset: The Only Mindset You’ll Need for Success! with Patricia Villegas (https://apple.co/3tBmgUa) 


I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.


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Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF) 


Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.

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About the Podcast

Minority Money
Changing the Complexion of Wealth
The Minority Money Podcast is about finance, family, fitness/health, and education and how all of these things affect your overall wealth.

About your host

Profile picture for Emlen Miles-Mattingly

Emlen Miles-Mattingly

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.
With nearly 19 years of experience in the financial services industry, he decided to leave the large corporations and start his own independent firm. It is his passion to keep the client's best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor’s in business administration and is currently enrolled in coursework to obtain the CERTIFIED FINANCIAL PLANNER designation.
Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. He is married to Maricela and they have 4 children Jada, Mia, Emlen II, and Ecella. We have a very active life, we enjoy working out, hiking, craft beer and escaping to the coast whenever possible.