Unburdening the Legacy: Internal Family Systems, Coaching, and Financial Healing

Saundra Davis · July 29, 2025

Explore the deep inner work of healing financial legacy burdens using the Internal Family Systems (IFS) model

This session connects personal financial patterns to systemic realities—persistent poverty, racial and gender wealth gaps, and the influence of capitalism. Together, we’ll examine how inherited beliefs and intergenerational trauma shape our money behaviors—and how to unburden them. Ideal for coaches, therapists, financial professionals, and anyone ready to shift from survival mode to intentional legacy-building.

This is more than a conversation about money—it’s a guided journey into the emotional and systemic roots of financial behavior. In this interactive session, we’ll weave Internal Family Systems (IFS) with core coaching skills to explore how legacy burdens—fueled by persistent poverty, racial and gender wealth gaps, and capitalism—shape our relationship with money.

This course is for you if:

  • You are a financial coach, planner, or therapist ready to integrate IFS into your practice
  • You want to help clients explore and release inherited money beliefs
  • You need continuing education or training hours for APFC®, CFP®, or ICF credentials

When you complete Unburdening the Legacy: Introducing IFS in Financial Coaching

You’ll leave with coaching-aligned tools to surface financial “parts,” explore legacy burdens with curiosity, and use IFS language and structure in client sessions. You’ll also earn credit toward APFC® certification if enrolled in the full program.

The Session Schedule

Live Session:
September 30, 2025 from 9:00 – 9:50 AM PT

About Instructor

Saundra Davis

Saundra Davis is an educator, Accredited Personal Finance Coach, and ICF Master Certified Coach with a master’s in financial planning. She blends practical financial knowledge with a deep understanding of human behavior to offer a holistic approach to financial coaching and mentorship. As the founder of Sage Financial Solutions, Saundra is committed to training a diverse group of financial professionals who share a passion and commitment to serving underserved communities with humility and compassion.

6 Courses

Pre-order
This course is currently closed$15-$95

Course Includes

  • 3 Lessons