In this episode,Dr. Preston Cherry shares why financial planning should go beyond just investments. Many people feel let down by traditional advice that doesn't reflect their real lives. He explains how the best financial plans connect your money with your goals, values, and well-being. At the heart of it all? Trust, understanding, and a big-picture approach.

Takeaways:
• Connect money + life
• Go beyond investing
• Clients want trust
• Advisors must listen
• Plan the whole picture

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Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/