Referring Clients for Coaching
Are you a financial planner, estate lawyer, trustee or wealth advisor whose clients needs more support?
Your clients may be financially secure and still feel surprisingly unsteady.
After inheritance, a liquidity event, the sale of a business, or early retirement, many people find that the life that made sense before no longer quite fits. Decisions get harder. Family dynamics can become more charged. Even a strong financial plan can lose traction when someone is unsure who they are now or what this next chapter is really for.
If you are considering referring your client to a coach, I hope you will consider Ecotone Practice.
This work is personal for me
My understanding of this territory is both professional and personal.
As an inheritor, I know firsthand that receiving wealth brings not only freedom, but also anxiety, fear, disconnection, and difficulty engaging. As a member of a fourth-generation family business, I have also seen how legacy, expectation, and family identity can complicate even the most well-resourced lives.
That lived experience allows me to meet clients with nuance, credibility, and care.
What Gets in the Way
When clients are unsettled internally, it often shows up in ways that affect your work.
They may avoid important decisions. Change direction suddenly. Struggle to follow through on a clear plan. Family tension may start to shape conversations that seem financial on the surface, but are not only financial underneath. Some clients begin to drift after retirement, inheritance, or liquidity, and over time they can disengage from the advisory relationship altogether.
Some of what shows up in these moments cannot be solved by a better plan alone. Something developmental is needed.
What I Do
I provide Integral Coaching for people adjusting to life after financial independence, inheritance, or a major financial transition.
This work helps clients:
find their bearings when work or accumulation no longer anchors identity
navigate family complexity with more clarity and less reactivity
make steadier decisions in periods of ambiguity
connect wealth to a life that feels meaningful, responsible, and fully lived
This is not financial advice, therapy, or performance coaching. It is developmental work that complements your role and supports the client in using your advice more fully.
How We Work Together
I work alongside you, not in place of you.
You remain responsible for financial strategy, investment management, tax planning, estate structures, fiduciary guidance - the same territory you were already covering. I help clients face conversations they have been avoiding, get clearer about what matters now, and make decisions they can stand behind.
With client consent, I can coordinate at a high level to support alignment. The coaching relationship remains confidential and distinct from your advisory role.
When to Refer
A referral may be useful when a client:
seems unmoored after leaving work
has received or expects a significant inheritance
is avoiding decisions despite a strong plan
is caught in family tension around wealth, roles, or responsibility
expresses drift, loss of purpose, or uncertainty about what comes next
is financially secure but unable to translate that into a satisfying life
Next Steps
If you are seeing these patterns in your clients, I'd welcome a collegial conversation about whether coaching might be a useful complement to your work. No obligation; just a chance to think together about what your client might need.
My Background
Certified Integral Coach, New Ventures West — a rigorous, ICF-accredited methodology grounded in adult development and sustained behavioral change. Over a decade working on staff at New Ventures West. Experience supporting people through major life transitions. Inheritor and member of a fourth-generation family business.
Trainings & Credentials
Certified Integral Coach (2014)
ICF Associate Credential (2014)
Inner Relationship Focusing, Levels 1 & 2 (2016)
Aletheia Advanced Coach Training, Level 1 (2023)
Professional Background
Before launching Ecotone Practice, I worked as a producer for The Marc Steiner Show and Just Words (2007 Peabody Award–winning program), spent five years in club sales with Phillips Foods, and served as Director of Enrollment at New Ventures West for over a decade.
Associations
Founding member of LGBTQ Integral Coaches Group
