Sage Money

Sage Money All people deserve access to competent and ethical financial services.

We support this mission by training financial professionals on coaching skills and by linking them to people who need and want their services.

This season brings a number of opportunities to gather in conversation.Saundra will be joining conferences, workshops, a...
03/20/2026

This season brings a number of opportunities to gather in conversation.

Saundra will be joining conferences, workshops, and webinars exploring financial wellbeing, leadership, and the role presence plays in meaningful financial conversations.

Scan the QR code to learn more about upcoming events and access registration links for those open to the public.

If your organization is interested in hosting Saundra, visit our contact page to submit a speaking request: https://www.sagefinancialsolutions.org/contact

Sometimes the profession shifts.Sometimes we shift.I’m looking forward to joining the conversation at FPA SHIFT 2026 nex...
03/11/2026

Sometimes the profession shifts.
Sometimes we shift.

I’m looking forward to joining the conversation at FPA SHIFT 2026 next month in La Jolla, CA.

I’ll be moderating the Modern Service Models Panel, exploring how financial planners are building practices rooted in personal mission, client-centered values, and creative approaches to pricing and access.

I’ll also be leading a session on Practicing with Presence: Emotional Intelligence and the Art of Client Connection—an experiential conversation about how presence, self-awareness, and emotional intelligence shape the way clients hear and act on financial advice.

Come be part of the conversation at SHIFT.

Register now and save your seat. Registration closes March 16.
https://shift.financialplanningassociation.org/

We’ve extended registration through January 30 for our upcoming Financial Coaching Foundations course!Explore how belief...
01/29/2026

We’ve extended registration through January 30 for our upcoming Financial Coaching Foundations course!

Explore how beliefs, emotions, and systems shape money behaviors with Master Certified Coach Saundra Davis, and gain practical tools to guide clients with clarity and empathy.

Up to 25 CFP® CE hours pending approval.

Cohort begins February 4, 2026.

Scan the QR code or visit https://tinyurl.com/FCFSpring2026 to register.

We may be out for the holidays, but we’re gearing up for a powerful start to the new year.Save the date for January 14 a...
01/05/2026

We may be out for the holidays, but we’re gearing up for a powerful start to the new year.

Save the date for January 14 and join us for Behind the Scenes: APFC® Coaching in Action.

✨ Scan the QR code or visit https://tinyurl.com/SFSBTS2026 to register for the session.

We're wishing you rest, renewal, and meaningful connection this holiday season. 💚Sage Financial Solutions is on our annu...
12/16/2025

We're wishing you rest, renewal, and meaningful connection this holiday season. 💚

Sage Financial Solutions is on our annual holiday respite from December 15–January 12, and our team will be offline during this time.

✨ Enrollment for our 2026 APFC® training program remains open.

If you're planning ahead or considering joining our next cohort, now is a perfect time to explore the program and hold the dates for the new year.

Scan the QR code in the post to learn more, and we look forward to reconnecting with you in 2026.

I’m excited to be speaking at the AFCPE Symposium in Phoenix this November.My session, The Tai Chi Approach to Financial...
09/30/2025

I’m excited to be speaking at the AFCPE Symposium in Phoenix this November.

My session, The Tai Chi Approach to Financial Coaching: Mindful Movement Toward Financial Wellness, will share how tai chi principles and mindful movement can reduce stress, ease resistance, and create more balanced financial coaching conversations.

I look forward to seeing you there.

Scan the QR code or Register here: https://www.xcdsystem.com/afcpe/attendee/index.cfm?ID=lXfb4kH

Join me for a Powerful Pre-Symposium Session — Session Only Registration Available!On Tuesday, Nov 18 | 9–12 MT in Phoen...
09/27/2025

Join me for a Powerful Pre-Symposium Session — Session Only Registration Available!

On Tuesday, Nov 18 | 9–12 MT in Phoenix, I will be leading The Financial Coaching CoLaboratory: Peer Practice with Real Cases. This 3-hour interactive workshop is your chance to pause, reflect, and strengthen your practice through real case work, role rotations, and conversations about ethics, trauma, and scope of practice.

Participants will earn 3 CEUs (AFC® | CFP®) or 3 experience hours for AFC® candidates.

Early bird pricing is still available, so check out the flyer below and make plans to join us. This is a rare opportunity to deepen your skills in community, and I would love to see you there.

Register here: https://www.xcdsystem.com/afcpe/attendee/index.cfm?ID=lXfb4kH

Join me and Joy Slabaugh, CFP®, MTax, LPCMH in Las Vegas at the FPA Annual Conference for The Healer in the Planner: Why...
09/26/2025

Join me and Joy Slabaugh, CFP®, MTax, LPCMH in Las Vegas at the FPA Annual Conference for The Healer in the Planner: Why the Future of Advice Is Relational.

We will explore how emotional connection, healing frameworks, and relational intelligence can transform financial planning into a path of trust, alignment, and lasting impact.

Earn 1 CFP® CEU!

Register here:https://ac.financialplanningassociation.org/

Registration closes soon on 9/29. Don’t miss it!

Join me in Chicago on October 7, 2025 at the CFP Board Connections Conference for Growing Together: Connecting Education...
09/26/2025

Join me in Chicago on October 7, 2025 at the CFP Board Connections Conference for Growing Together: Connecting Education and Inclusion in Financial Planning.

We’ll explore how mentorship, CFP® programs, and continuing education can foster belonging, strengthen our profession, and create learning spaces that reflect the communities we serve.

Registration closes soon. Don’t miss your chance to be part of this important conversation.

Register here: https://cfpboard.cventevents.com/event/49d327b7-e878-4688-8971-3efff199c3e0/regProcessStep1

Walking the forest trail at is a special adventure. Step by step, not knowing where it will lead, yet being confident t...
09/18/2025

Walking the forest trail at is a special adventure. Step by step, not knowing where it will lead, yet being confident that the result will be a gift.


Sometimes, we follow a path without knowing where it will lead. This forest trail walk at leads to a wonderful, quiet p...
09/18/2025

Sometimes, we follow a path without knowing where it will lead. This forest trail walk at leads to a wonderful, quiet place to rock and ponder.

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