Financial Wellness in the Workplace
When thinking about corporate benefits, many things come to mind; retirement planning, medical coverage, holiday policies, culture, diversity, and overall wellness.
However, glaringly absent is one of the most critical offerings for helping ensure employee health and talent retention – Financial Wellness.
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Financial Wellness for Individuals
When someone mentions money, how does it make you feel? While money is physical currency, it can trigger both positive and negative emotional currencies that can be passed along from generation to generation.
Unsurprisingly, the top four emotions associated with money are fear, guilt, shame, and envy. If these feelings are driving your relationship, discover what you can do to replace negativity with confidence and healthy habits.
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Financial Wellness for Couples
How long did it take you to say “I love you” to your partner? On average, it takes five months. However, when it comes to sharing financial information, such as credit scores and outstanding debt, most couples wait nearly twice as long (nine months)… with some never having the conversation.
If money is a source of conflict in your relationship, let’s get the conversation started.
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Money Relationship Quiz
Take the Free Money Script quiz today and uncover your hidden money beliefs in just a few minutes.
Once you do, you will receive a complete, complimentary report in minutes. What will you discover about yourself? Let’s find out.
TAKE THE FREE QUIZ!
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Testimonials
Financial Wellness has to be part of a holistic wellness philosophy and proposition. When we started working with Erika, running Mastering Money and Emotions workshops globally, we received extremely positive feedback from our employees around the world.
Christian
Vice President LifeWorks & Inclusion at Discovery Communications
Your session from my company changed everything! I’ve been able to stick to my personal and family budget, and the meetings have been frequent. In fact, we have one scheduled for next Sunday. With the savings that I have designated, I’m planning on joining the Discovery pension plan.
Rodrigo (Mastering Money and Emotions, 2 part series)
Discovery Employee
I look forward to my sessions with Erika. Its a breath of fresh air to be able to dissect my relationship with money with someone other than my spouse or family. She has helped me identify and simplify the driving factors behind the ‘what and why’ I spend.Rueing my financial decisions used to keep me up at night. After working with Erika, I have it more under control.,
Phil (Private client)
Hedge Fund Manager
We wanted to align our goals before getting married, and Erika provided a safe, judgement-free zone where we were able to hash out some of our money hang-ups together. We’re grateful for the tools she provided that will set us up for success in our marriage.
Jackie & Frank (Partner Clients)
Engaged Couple
Thank you Judy & Erika for such a power-packed session. It was very insightful and has definitely given us a lot of food for thought. The insights shared by you are very helpful and will connect with you soon to discuss these further.
Ritika
People and Culture Partner at Discovery, Inc.
Erika and Judy, Thanks so much for this. As you know, I was very positively impacted by your workshops. Chris and I have been talking about money easefully and often as a result of many of the tools and techniques you both shared.
Renee (Private Client)
Personal Client
While I feel I’m a pro at the financial part of this, these workshops truly helped me be more aware of the emotional aspect – which I never paid attention to and quite frankly didn’t really understand.
Exec in Financial Services
Personal Client
I have just participated in a really helpful and insightful two part short course on finance and emotions by two American colleagues: a leadership consultant and a financial therapist. I am a hard ass in terms of learning and it was amazing.
Dr. Karen Edge
PhD in Education, UK
