Saundra Davis

In this discussion, Saundra Davis, founder of Sage Financial Solutions, shares her expertise in financial coaching and its impact on client behavior change. She explains how coaching complements traditional financial planning by helping clients discover their motivations. Saundra emphasizes the importance of asking better questions for self-discovery and matching approaches to client needs. She also contrasts financial coaching with life coaching and highlights the significance of experiential training. Her vision is to make competent financial planning accessible to all.