Sage Financial Solutions provides financial coach training, financial program consulting and public speaking.

SFS focuses on the entire continuum of financial well-being, from financial education and coaching to financial therapy, to ensure low-wealth individuals have access to high-quality and effective financial services. The SFS approach promotes collaboration and comprehensive solutions to the financial issues that poverty creates.

Financial Coach Training

SFS provides financial coach training to organizations seeking to increase their staff’s capacity. During the training, staff discover and practice using coaching fundamentals, skills and tools. CBO staff are introduced to a range of key financial content topics – debt/credit, savings/investing, etc. – and learn how to effectively coach clients in these areas.

By the end of our course, you will be able to:

Understand the Role of Coaching

Understand how coaching fits into the financial capability continuum (education, counseling, coaching).

Help Clients Set Goals

Understand the role of a financial coach in helping clients set goals and develop steps to achieve financial goals.

Interact with Clients

Adopt the coaching philosophy and use coaching principles for interacting with clients.

Analyze Options

Discuss fundamental subject matter, analyze critical options, identify key resources.

Deliver effectively

Perform customer service and relationship management activities for delivering financial coaching effectively.

Organize and Communicate

Exhibit enhanced communication, facilitation and organizational skills.

Financial Program Consulting

SFS provides unbiased planning, financial program design consulting, technical assistance, training and facilitation to partner CBOs and founders to create community-wide integrated services.

SFS focuses on the entire continuum of financial well being, from financial education and coaching to financial therapy, to ensure low-wealth individuals have access to high-quality and effective financial services. The SFS approach promotes collaboration and comprehensive solutions to the financial issues that poverty creates.

Public Speaking

Saundra Davis’ presence in a room is something that is always noticed, especially when given the opportunity to speak about one of the topics she is a subject matter expert and passionate about.