Referring Clients for Coaching : How to know when the time is right

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.

When does referral make sense?

When clients are unsettled internally, it 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.

A referral to a coach 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

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.

Next Steps

If you are seeing these patterns in your clients, let’s connect for a free consult about whether coaching would be useful for your client at this time.

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About Me

As an inheritor and member of a fourth generation family business, this work is personal to me.

I know firsthand that receiving wealth brings not only freedom, but also anxiety, fear, disconnection, and difficulty engaging. 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.

I am also a trained Integral Coach and have been coaching since 2013.


  • 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

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