My coaching focuses on the Psychology of Financial Planning: the human factors that shape decisions, goals, behavior, and follow-through. I help advisors strengthen client relationships, improve outcomes, and build practices that are both more effective and more sustainable.
The Affirming Advisor Collective
Coaching/Consulting
Dr. Chaffin works with financial planning firms across business models to help advisors build deeper, more effective client relationships by focusing on the psychology of financial planning, both the client’s behavior and the advisor’s own decision-making and communication. His work emphasizes self-awareness, practical strategies, and behavioral insight to improve client outcomes while helping advisors work more effectively.
For more information, email here.
Dr. Charles Chaffin 