Dr. Charles Chaffin’s Post

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Financial Psychologist/Learning & Productivity Consultant/Author/Professor

5 questions that advisors should be ready to address: 1. What is your experience working with LGBTQIA+ clients, and how many have you served? 2. Have you previously worked with same-sex couples? 3. How inclusive is your firm regarding LGBTQIA+ employees? 4. Could you provide insight into the specific financial obstacles LGBTQ+ individuals encounter? 5. Can you discuss the state laws affecting effective financial planning for LGBTQIA+ individuals? #affirmingadvisor Dr. Brad Klontz

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