Deepen Your Impact as a Coach

Build trust, foster transformation, and expand your coaching toolkit to bring money into the conversation with confidence.

Mindfulness · Money · Meaning

For coaches and practitioners who want to elevate their conversations —and their results.

In your work as a coach, you’re not just guiding clients toward goals—you’re helping them uncover deeper beliefs, shift patterns, and discover what truly matters. Our unique blend puts three powerful dimensions together: mindfulness, money awareness, and meaning-making.

At Sage Financial Solutions we combine the rigor of coaching with inner-work frameworks like Internal Family Systems (IFS) and a trauma-informed lens—so you can deepen client conversations, build trust faster, and empower transformation.

If you’re at ICF Converge to level up your craft, you’re in the right place. This isn’t just professional development—it’s expanding your capacity to serve with greater clarity, presence, and impact.

ICF-aligned training that deepens skill and impact.

Why Coaches Choose Sage

We are proud to be an ICF Level 1 accredited provider, integrating ICF Core Competencies with financial coaching, mindfulness, and IFS practices.

That means your learning is not only deeply transformational, but also aligned with the highest professional standards. 

Whether you’re guiding clients through money-blocks, life transitions, or deeper meaning questions, our training supports your ability to listen deeply, foster trust, and empower lasting change.

Professional Development & Continuing Education

Grow Your Mastery. Maintain Your Credential.

Deepen your coaching practice with CEU-eligible courses below that nurture growth and contribute toward credential renewal.

Because all coaching is financial coaching. Every decision your clients make — from career changes to relationships to wellbeing — carries a financial undercurrent. The…

Explore how financial legacy burdens can be gently healed through the Internal Family Systems (IFS) model. We all carry stories, emotions, and habits around money.…

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…

What You'll Gain

Our courses invite you to grow your practice with clarity, confidence, and meaningful connection.

Expanded Coaching Toolkit

Learn how to integrate financial beliefs and values into your client conversations.

Use IFS and mindfulness to help clients feel seen, understood, and activated.

Join a cohort of coaches committed to mindful, equity-centered conversations around money and meaning.

Learn how to integrate financial beliefs and values into your client conversations.

Choose Your Pathway

No matter your experience level, there’s a path designed for you. Sage’s training supports both new and experienced coaches who want to integrate mindfulness, trauma awareness, and financial well-being into their work. Whether you’re expanding your coaching toolkit or pursuing ICF credentialing, our three courses provide a clear progression from foundational learning to mastery and certification.

Financial Coaching Foundations (FCF)

For coaches new to financial conversations or seeking a refresh.

Build essential coaching skills and explore how financial beliefs, emotions, and barriers shape client behavior. Learn how to ask powerful questions, foster trust, and guide clients from awareness to action—all through a trauma-informed and values-based lens.


Build the foundation to bring money conversations confidently into your coaching.

Deepen the Learning APFC®​

For coaches ready to refine their presence
and strengthen technique.

Enhance your confidence, deepen your awareness, and expand your coaching toolkit through guided practice, role-play, case studies, and peer feedback. Designed to prepare you for real-world coaching challenges and client relationships.

Build mastery through experiential learning and feedback that accelerates your growth.

APFC® Certification

For coaches pursuing ICF credentialing or
advanced professional development.

Complete your certification journey with mentorship, supervised client experience, and performance evaluations. This program includes required mentor coaching hours, helping you demonstrate your coaching ability with confidence and integrity.


Earn your credential and stand out as a trusted, ICF-aligned financial coach.

See What Sets Sage’s Coaching Apart

Join Behind the Scenes: APFC® Coaching in Action

Get a glimpse inside our APFC® program with our founder and Master Coach, Saundra Davis. Experience a live coaching demo and ask questions in real time as you explore what makes this equity-centered training truly transformative.

Join us  for the next session via Zoom scheduled for  Wednesday, November 12 at 9:00 AM PT.

Keep Growing with Sage

Be part of a growing network of coaches who believe in mindful, equitable conversations about money and meaning.
Stay connected for updates, training opportunities, and real-time reflections on coaching in the field.