We Represent the Highest Standard in Financial Coaching.
Our training and certification programs equip professionals with the coaching skills and strategies that inspire their clients to meet their financial goals through transformational behavior change.
We Represent the Highest Standard in Financial Coaching.
Our training and certification programs equip professionals with the coaching skills and strategies that inspire their clients to meet their financial goals through transformational behavior change.
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Our Impact at a Glance
For nearly two decades, we’ve been on a mission to make competent, ethical financial services more accessible to everyone on the income spectrum by reimagining financial coaching and programming in ways that meet the real-world needs of inclusive communities.
30,000+
Clients Served 1:1 or Small Groups
2,500
Financial Professionals Trained
6
Countries impacted
Our Professional Development & Coaching Solutions
Discover the World of Financial Coaching
What inspires people to live with their money in a way that honors their values and fuels the vision they have of their future?
This question drives and determines how we design our programming, because we understand that people don’t have financial goals. They have personal aspirations with financial implications.
We train a diverse range of experienced and emerging professionals like you to deepen your mastery, heighten the quality of your client communication, and make a positive impact on the communities you serve.
The world needs more competent and ethical financial coaches. Why not you?
Unfortunately, it’s become increasingly more difficult for people all across the wealth and income spectrums to get the kind of support and guidance they need.
The people you serve have complex lives, complex challenges, and real concerns that require the expertise of an empathetic and well-informed professional.
Financial coaches play a critical role in helping clients experience positive financial transformation because they:
- Work with them to explore values, beliefs, and attitudes around money
Partner with them to develop actionable plans for spending, savings, and investing - Are an invaluable resource and guide for those who are managing multiple priorities,
- Serve as an accountability partner for individuals who desire to stay on track toward their long-term financial and lifestyle goals.
Whether you’re an experienced or aspiring financial educator, financial planner, financial counselor, or a non-profit / community-based organization professional, this course will help you identify practices that deepen your client relationships and inspire lasting behavior change.
About Our Mission
Sage Financial Solutions is an internationally recognized leader in financial coaching programming. We are a 501(c)3 nonprofit organization on a mission to:
1 - Democratize access to competent and ethical financial services for inclusive communities,
2 - Connect people with the financial services they need the most, and
3 - Train and support effective financial professionals who make a difference in their communities.
What We Believe
At the core of our work is the belief that everyone across the income spectrum needs and deserves access to wealth-building insights, tools, and guidance that have been inaccessible to a large segment of communities for far too long.
What We Do
Since 2005, Sage Financial Solutions has partnered with government agencies, corporations, financial professionals, and community-based, non-profit organizations nationwide to develop comprehensive financial capability programs designed to help more people across the income spectrum make good financial decisions, develop a healthier relationship with their money, and ultimately create the lives they truly desire.
As a leading training and professional development company, we provide experienced and emerging financial professionals with the knowledge, skills, and experience necessary to confidently serve their clients and communities.
Our programs train professionals to become best-in-class financial coaches. In a collaborative, client-focused learning environment, paired with elite-level coaching training, we prepare professionals to meet the real-world needs of their clients and inspire lasting behavioral change.
We’re proud to say the impact of our transformational work has impacted the United States, Canada, Europe, India, Ghana and Mexico.
Meet Our Founder
Saundra Davis, MCC, MSFP is a highly respected financial planner, educator, and coach who has dedicated her career to helping people achieve financial stability and prosperity. Her framework The Continuum of Financial Wellbeing is a model to ensure that all people, regardless of their income or wealth, have access to competent and ethical personal finance support. Through her training programs and Financial Fitness Coach certification Saundra has trained more than 2,000 professionals and has helped countless people develop healthy financial habits, navigate complex financial decisions, and achieve their financial goals.
In addition to her work with Sage Financial Solutions, Saundra is a regular contributor to various media outlets, including CNBC, The Wall Street Journal, and NPR. She has also served as a featured speaker at conferences and events across the country, sharing her insights and expertise on a wide range of financial topics.
With over two decades of experience in financial planning, coaching and training, Saundra developed the Financial Fitness Coach® and Accredited Personal Finance Coach certification programs. The programs prepare trainees to become effective, innovative and transformational financial coaches and are designed to support financial professionals by challenging them to reach new heights in their communication with clients.
Saundra is a staunch believer in the Continuum of Financial Wellbeing, a framework she developed that guides clients to the kind of support they need, while pinpointing possible pathways for financial professionals to make an impact.
A thought leader with a fierce compassion for the community and a commitment to excellence, she’s regarded as the Financial Coach’s Coach. She has focused the lionshare of her efforts to helping people live with their money in a way that honors their values and the vision they hold for their futures. Saundra is on a mission to democratize access to financial services, which she believes will create stronger individuals, families and communities.
Davis also holds a Master’s degree in Financial Planning, is an Accredited Personal Finance Coach, an International Coach Federation Master Certified coach, a Financial Behavior Specialist, a certified mindfulness teacher, and a certified executive coach. Her specialties include: financial coaching, financial coach training, financial planning policies, financial education, financial literacy, teaching, coaching, mindfulness, and mentoring.
Sage Financial Solutions Inc. is a 501(c)3 nonprofit organization | SITE CREDIT | PRIVACY POLICY | 2023