Learning Center

2020 NexGen One Day Experience General Session: Financial Coaching

Product not yet rated

Saundra will discuss the personal finance continuum and where financial coaching fits in. Using hands on techniques and demonstrations, Saundra will give participants a chance to experience first-hand what a coaching session can look and feel like for clients. Regardless of income, anyone can hit walls with their ability to align their financial behaviors with financial goals. As financial planners we can add financial coaching to our skill set to further empower our clients.

Saundra Davis, MSFP, FFC®, FBS®

Executive Director, Sage Financial Solutions

Saundra Davis, MSFP, FFC®, FBS®is a US Navy veteran, financial coach, speaker, educator, and consultant who is nationally recognized as an expert in the financial coaching field and for her work with community-based organizations that focus on asset building for the working poor. She developed and facilitates the Financial Fitness Coach certification program to promote the highest standard for professional services for all people, irrespective of wealth and income. Her experience in the U.S. Navy and her twenty years serving community-based organizations led her to the reality that the best way to help people find a path out of poverty is to help them become their OWN financial expert.

Ms. Davis is the founder and Executive Director of Sage Financial Solutions, a San Francisco Bay Area based organization that develops comprehensive financial capability programs for low- and moderate-income communities throughout the United States. She is a Financial Behavior Specialist and her philosophy of the financial continuum of care continues to shape the financial capability and coaching efforts around the country. Saundra has been an active proponent of building a more inclusive financial planning community and has served on the Financial Planning Association local and national pro bono and diversity committees.

Saundra holds a B.S. in Management and an M.S. in Financial Planning from Golden Gate University where she is currently a Distinguished Adjunct Professor in the Personal Financial Planning program.

Key:

Complete
Failed
Available
Locked
General Session: Financial Coaching
Open to view video.
Open to view video.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available