Sage Financial Solutions bridges the gap between financial service professions and low-wealth communities. We believe that everyone needs and deserves access to competent, ethical financial services so we provide support to community based organizations and financial life skills programs.

Since 2005, we have collaborated with CBOs nationwide to increase the financial capability of their staff and their constituencies.

We believe that by sharing the findings of our work with thought leaders and policy advocates we can begin to address the systemic issues that create barriers to financial wellbeing. The tools that allow the wealthy to build and transfer assets must be available to low-wealth communities in order to change the trajectory of trans-generational poverty in the US and beyond.

Who We've Worked With

“Learned behavior is the biggest driver for how people ‘live’ with their money. Understanding a person’s vision and future desires helps me understand the drivers behind their financial decisions and helps me help them to become their own financial experts. In essence, my ‘why’ is to help others understand their own ‘why’ so they can build a financial life that is sustainable and congruent with their own values and desires.”

—Saundra Davis, MSFP, FFC®, APFC®, FBS®

Meet our Executive Director and Founder, Saundra Davis.

A nationally-recognized financial coach, educator, consultant, and dynamic motivational speaker, Saundra is passionate about her work with community-based organizations that focus on asset building for the working poor.