About Tom

Tom Chancellor is a Certified Financial Planner Professional helping clients enhance their financial peace of mind. His goal is to make financial transitions less stressful, more productive and even enjoyable. 

Tom is a former marriage and family therapist. He blends his background in counseling individuals and families with the more technical aspects of financial life planning. While Tom has a general financial planning practice, his special interest is significant life transitions that involve money. Some examples are retirement, divorce, the death of a spouse, receipt of an inheritance and legal settlements. 

Tom helps clients understand the behavioral and thinking challenges that lead to poor decisions and uses a proven process to help them draw on their inner resources to implement effective solutions. 

Hear from Tom

​I wanted my life work to be useful to other people, interesting, challenging and neutral to the environment. I’ve been fortunate to be able to make a living by helping other people sort their lives and plan better futures; first as a marriage and family therapist and now as a financial planner. 

Most people in this field are focused on the technical side of financial management. I’ve found that the personal side of finances is equally important. I bring additional expertise in dealing with the unconscious relational part of handling money.

Learn more on the video page. 

​Tom offers investment advisory services through RFG Advisory

RFG Advisory

​RFG is focused on you and the life you want to live today…and tomorrow.
Through thoughtful financial life planning and professionally managed investment
portfolios we work side-by-side with you throughout your life’s journey.  For more information go to www.rfgadvisorywealth.com

​Tom is a member of these professional organizations

Financial Therapy Association

The Financial Therapy Association (FTA) is a professional organization comprised of practitioners and scholars from the fields of mental health (e.g., marriage and family therapists, counselors, psychologists, social workers, life coaches) and financial services (e.g., financial planners, financial counselors, financial educators, financial coaches). For more information go to www.financialtherapyassociation.org

SOLWorld

SOLWorld is a forum for Solution-Focused practitioners from a variety of disciplines who are applying Solution-Focused approaches to consulting with organizations, projects, families and individuals worldwide. For more information go to www.solworld.org.

Financial Planning Association of Dallas/Fort Worth

The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession. FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients. The mission of the Financial Planning Association of Dallas/Fort Worth is to foster excellence in the practice of financial planning. Learn more at www.fpadfw.org.

Sudden Money Institue

At the Sudden Money® Institute, we make financial transitions less stressful, more productive, and frequently enjoyable. We help individuals and families gain clarity and confidence regarding their life transitions. For more information, go to www.suddenmoney.com.