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.

07/07/2026

Financial Coaching Foundations (FCF) is more than an introduction to coaching skills. It is a practice-centered learning experience that participants have found meaningful, reflective, and deeply useful in their work.

The reflections shared here offer a glimpse into what our Foundations course creates: a space grounded in practice, curiosity, and client-centered growth.
And this fall, FCF is just the beginning.

We’re also launching the APFC® Fall Intensive Pathway, giving participants the opportunity to continue into both Deepen the Learning APFC® and APFC® Certification & Mentoring in an accelerated format.

Participants can deepen their coaching presence, strengthen their practice, receive mentoring support, and continue building confidence in client-centered financial coaching in under 8 weeks.

Group mentoring is open to all seeking mentoring hours, not only APFC® certification candidates.

Save 10% on registration through July 31.

Enrollment closes August 31.

Check out the full schedule on the last slide, mark your calendar, and scan the QR code or visit courses.sagefinancialsolutions.org to register.

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

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/

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.

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.

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.

Address

Champaign, IL
61822

Website

http://www.sagefinancialsolutions.org/

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