Rick Kahler is joined by Saundra Davis, a leader in financial coaching and the director of Golden Gate University’s Financial Planning Program, to explore how Internal Family Systems (IFS) and coaching are revolutionizing the financial planning profession. Saundra shares her inspiring journey from traditional financial planning to a behavior-focused approach, offering practical insights on using IFS and coaching to help clients align money decisions with their values. Learn how these innovative tools empower both professionals and clients to heal money wounds, create new financial narratives, and transform their relationships with money.
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The Intersection of IFS and Coaching – Transforming Financial Planning with Saundra Davis
About Saundra Davis:
Saundra Davis, MSFP, MCC, APFC®, FBS® is a US Navy veteran, financial coach, certified mindfulness teacher, professor, and consultant who is nationally recognized as an expert in the financial coaching field, financial therapy, trauma informed mindfulness, and for her work with community-based organizations that focus on the racial wealth gap. She developed and facilitates the Financial Fitness Coach certification program to promote the highest standard for professional services for all people, irrespective of wealth and income.
Ms. Davis is the founder and Executive Director of Sage Financial Solutions, a San Francisco Bay Area-based organization that develops comprehensive financial capability programs for low- and moderate-income communities throughout the United States.
She developed and facilitates the Financial Fitness Coach® and Accredited Personal Finance Coach® certification programs.
Saundra’s philosophy of the financial continuum of care continues to shape the financial capability and coaching efforts around the country. She holds a B.S. in Management and an M.S. in Financial Planning from Golden Gate University where she is the Program Director for Personal Financial Planning programs.
About Rick Kahler:
Rick Kahler, MSFP, CFP ® , CFT™, CeFT ® , Certified Internal Financial Systems™ Financial Therapy Practitioner, president of Kahler Financial Group, is a lifelong resident of Rapid City, SD. He began his professional career in 1973 selling and appraising real estate He founded Kahler Financial Group in 1981. He became the first fee-only Certified Financial Planner™ (CFP ® ) in South Dakota in 1983. In 2020 he became one of the first Certified Financial Therapist (CFT™,) in the nation.
His firm, specializes in the integration of investment advising, financial planning, financial coaching, and financial therapy, serving small business and real estate owners, professionals, and retirees, as well as individuals and families.
He served on and chaired the South Dakota Investment Council and served in leadership capacities with the Financial Planning Association and the National Association of Financial Planning Advisors. Kahler is also a nationally renowned speaker and educator. In 2003, National American University recognized Mr. Kahler with the Alumni Distinguished Service Award.
Interested in working with Rick Kahler, MSFP, CFP®, CFT™, CeFT®, Certified Internal Financial Systems™ Financial Therapy Practitioner? Please go to our website, Book a Financial Therapist Appointment and fill out a request for a 30-minute free consultation.
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A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them.
