We explore the transformative power of financial counseling and coaching with Saundra Davis, Executive Director and Founder of Sage Financial Solutions in San Francisco, California. With over 15 years of experience in helping individuals take control of their financial lives, Davis shares insights into the distinctions between financial coaching and counseling, the importance of understanding clients’ goals, and the significance of certifications in the field.

Davis emphasizes the role of financial coaching in empowering clients to bridge the gap between knowledge and action, while financial counseling focuses on solving specific issues for the client. She stresses the importance of building strong relationships with clients by asking good questions and understanding their unique challenges and aspirations.

Certifications such as the Accredited Financial Counselor (AFC) and Certified Financial Planner (CFP) are essential for professionals in the industry, providing both knowledge and counseling skills. Davis highlights the benefits of collaborating with mentors and participating in certified programs offered by reputable institutions like California Lutheran University.

Ultimately, Davis encourages aspiring financial planners to invest in their education and seek out opportunities to learn and grow within a supportive community. By honing their skills and gaining expertise, individuals can create meaningful impact in the lives of their clients while pursuing a career that aligns with their passions.

 

How to Use Financial Counseling and Coaching Skills to Help Your Clients? – Part 1

How to Use Financial Counseling and Coaching Skills to Help Your Clients? – Part 2