Co-founder, Money & Risk Inventory | Psychology of Financial Planning
Dr. Charles Chaffin writes, consults, coaches, and teaches in Financial Psychology, Goal-setting, and areas at the intersection of industry and Educational & Cognitive psychology.
Dr. Chaffin identifies the factors that impact clients’ decision making and the client-advisor relationship. In two years, thousands of advisors and students have enrolled in one of his educational programs, coaching programs, and cohorts. Based in New York, NY, Dr. Chaffin is a Professor of Practice at Iowa State University.
Dr. Chaffin is also the co-founder of MRI™, the Money & Risk Inventory™, created to provide a comprehensive profile of an individual’s financial psychology and risk comfort. Firms worldwide utilize MRI™ to help their advisors gain deeper insights into clients’ biases, behaviors, and perceptions.
As a coach, Dr. Chaffin coaches financial advisors and executives to help them develop better strategies to engage human biases, behaviors, and perceptions.
He also facilitates a range of meetings for organizations, from executive off-sites to board sessions for both for-profit and non-profit groups.
He is Professor of Practice in the College of Human Sciences at Iowa State University.
The Psychology of Financial Planning (2nd ed) (2026).
The Goal Standard: The Psychology of Defining, Pursuing, and Achieving What Matters (2025).
The Psychology of Financial Planning (2023)
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Dr. Charles Chaffin 