The purpose of this group is to create a supportive community of coaches who want to enhance their ability to address financial topics with clients effectively and ethically, while advancing their coaching competencies in this specialized area.

Why financial coaching matters

Financial wellness is deeply intertwined with overall wellbeing, yet many coaches feel underprepared to address financial topics with clients. By developing stronger financial coaching skills, practitioners can:

  • Help clients overcome financial anxiety and limiting beliefs
  • Support clients in aligning financial decisions with core values
  • Guide clients through major life transitions with financial implications
  • Create sustainable business models for their own coaching practices
  • Differentiate themselves in a competitive coaching marketplace

This Event is exclusively for Members Only

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Meet Our Host

saundra davis

Saundra Davis is a highly respected financial planner, educator, and coach who has dedicated her career to helping people achieve financial stability and prosperity for more than 20 years. Saundra is the founder and Executive Director of Sage Financial Solutions, a nonprofit organization that provides financial education and coaching training for government, corporations and community based organizations.