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MasterClass with Saundra Davis, MCC

Bridge the Gap Between the Financial Plan and Client Action!

As a coach working with clients on financial topics, you understand that knowledge alone doesn't create transformation. This insightful 90-minute session will enhance your coaching toolkit with specialized techniques to move clients from financial awareness to meaningful action.

Financial coaches often witness a disconnect between clients' stated financial goals and their actual behaviors. This session reveals the psychological and behavioral factors that create this gap and provides practical coaching approaches to help clients align their actions with their aspirations.

Drawing from the groundbreaking work of Saundra Davis, MCC, MSFP, FBS®, you'll learn how to deepen your coaching practice through financial behavior insights and client-centered approaches.

This interactive workshop will equip you with:

• Core coaching skills tailored specifically for financial conversations

• Techniques to uncover your clients' deeper motivations around money

• Strategies to address resistance and ambivalence about financial change

• A framework for supporting client-driven financial action plans

Whether you're an experienced coach adding financial topics to your practice or a financial coach seeking to improve client outcomes, these specialized techniques will elevate your impact. You'll leave with immediately applicable skills that increase both client transformation and your professional effectiveness.

Earn 1.5 Core Competency CCEU

Learning Objectives tied to Core Competencies:

• Distinguish coach-specific approaches to financial conversations that facilitate client self-discovery and transformative action (ICF Core Competency: Establishes and Maintains Agreements)

• Apply powerful questioning and active listening techniques when discussing financial topics with clients (ICF Core Competency: Evokes Awareness)

• Demonstrate advanced coaching techniques to help clients identify limiting beliefs about money and create accountability for financial behavior change (ICF Core Competency: Facilitates Client Growth)

Explore powerful coaching techniques to help your clients bridge the gap between financial knowledge and meaningful action. This interactive session focuses on practical skills to uncover clients' deeper motivations around money and support lasting financial behavior change.

About the Speaker: Saundra Davis, MCC

Saundra Davis is a Master Certified Coach (ICF MCC), and financial wellbeing expert with over two decades of transformative impact with individuals, organizations, and communities. As Founder and Executive Director of Sage Financial Solutions, she has pioneered the "Continuum of Financial Wellbeing" framework, ensuring equitable access to ethical financial services for all.

Saundra has trained 2,500 coaches and served as an executive coach to over 100 clients, including military officers, civil servants, and corporate leaders. Her Accredited Personal Finance Coach (APFC®) certification program (ICF Level 1) has set the highest standard for financial coaching.

A dedicated mindfulness practitioner, Saundra is a Search Inside Yourself and Mindfulness Meditation Certified Teacher (MMTCP). She holds B.S. in Management and M.S. in Financial Planning degrees from Golden Gate University, where she is the Director of Financial Planning programs.

Saundra's insights have been featured on CNBC, The Wall Street Journal, and NPR. Her unique talent lies in simplifying complex financial concepts, making them accessible to diverse audiences while embodying the principle of Ubuntu—"I am because we are." As an Internal Family Systems Trained practitioner and Financial Behavior Specialist, Saundra combines technical expertise with deep compassion to catalyze personal and professional growth.