Partners
Working Together — For Attorneys & Financial Advisors
Your clients need more than legal or investment guidance. They need someone to help them stabilize the financial foundation everything else is built on.
DG Financial Coaching partners with bankruptcy attorneys, divorce and family law attorneys, and financial advisors to provide clients with the practical financial coaching that falls outside the scope of legal and investment services. When your clients are financially grounded, your work becomes easier — and the outcomes are better for everyone.
Bankruptcy Attorneys
Your clients come to you in financial crisis. Many of them will leave the process with a fresh legal start — but without the financial behaviors and habits needed to sustain it. Without intervention, the cycle repeats.
I work with your clients at every stage of the process:
Pre-filing — helping clients understand their financial picture, organize their documentation, and address spending patterns before the case begins.
Post-discharge — rebuilding credit, establishing budgets, creating emergency funds, and developing the financial discipline that makes the fresh start stick.
Referring a client to DG Financial Coaching means they leave your care with a real plan — not just a clean slate.
Divorce & Family Law Attorneys
Divorce is one of the most financially disruptive events in a person's life. Your clients are navigating asset division, shifting income, new household budgets, and often years of financial entanglement being unwound at once.
I help your clients:
Understand their post-divorce financial reality clearly and calmly
Build a budget that reflects their new situation
Rebuild credit that may have been tied to a former spouse
Create savings and emergency fund plans as a newly single household
Develop long-term financial stability and confidence
For clients going through collaborative divorce or mediation, I can be especially valuable in helping them arrive at financial decisions with clarity rather than anxiety — which often makes your process smoother as well.
Financial Advisors
Your ideal client is investment-ready — organized, stable, and clear on their goals. But many of the people who need your services aren't there yet.
I work with clients upstream of you — helping them eliminate debt, build emergency funds, establish budgets, and develop the financial discipline that makes wealth-building possible. When they're ready for investment guidance, I send them your way.
A referral relationship with DG Financial Coaching means a pipeline of better-prepared, more committed clients coming into your practice.
How the referral relationship works
There are no fees, no contracts, and no complicated arrangements. You refer a client you believe would benefit from financial coaching. I take care of them with the same professionalism and discretion you'd expect. And when appropriate, I return the favor.
If you'd like to learn more or explore whether a referral partnership makes sense, I'd welcome a brief conversation.