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- Employees in a better financial situation are also more likely to report good health (75% vs. 35%) and high social wellbeing (50% vs. 25%) than those who are doing worse financially.
- Employees in a better financial situation have higher engagement (46% vs. 24%) and lower presenteeism (12.7 days lost vs. 22.7 days lost) than those in a worsening financial position.
As one of only 15 Certified Financial Therapists (CFT-1) in the world, I have successfully developed and executed workshops, and delivered keynotes for global organizations. Invest in your company’s future, you can’t afford not to.
How Erika Works With Your Team
From workshops and keynotes, to one-on-one coaching for strategic team members, Erika customizes all packages to meet the needs of your organization.
Hands On Workshops
- Mastering Money and Emotions: a Two Part Series
- Build Your YES Plan to Meet Your Financial Goals
- Top 5 Tips to Build a Lasting Relationship with Money
- Pivoting Finances for Life Events
- From Confusion to Confidence: Money Terms 101
Keynotes
- Intersection of Money & Emotions: What is Financial Therapy?
- The Taboo Topic of Money
- How Money Affects Your Health and Wellness
- How Stress With Finances Affect the Workplace
- 5 Tips to Own Your Relationship with Money
1 on 1 Coaching
Erika is available to work with your team one-on-one, either through your company, or privately.
- 50 Minute Session(s) via Zoom
- 30 Minute Mini-Session Budget Review via Zoom
- Small Group Sessions
Custom Programming
Everything we create can be customized to meet your company’s needs and desires. This can include:
- In-Person Workshops
- Accountability Series
- Special Group Focused
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
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
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
Engaged Couple
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
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
Personal Client
I learned something about myself that I hadn’t realized before… The workshop helped me put aside a bad spending habit and embark on a good one – saving for an emergency fund.
Jenny Woo
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 was skeptical at first about this workshop, and actually found it to be helpful. After the workshop I took the time to review my budget, became aware of how my emotions link to my expenses, and now have a better understanding of what I need to earn each month, where I can save, and am actively resetting my business goals.