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

I did not have financial discussions and planning when I was a child. I’m the first college graduate in my immediate family. Now as a parent, I know it is a critical process to have these early discussions and financial education for both parent and child. Your discussion really hit home for both sides and gave great tips!

Mastering Money and Emotions Family Edition

Seminar Attendee

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.

But most importantly, the negative feeling I had towards money and finances is completely gone! I feel comfortable talking about those topics and that sensation of not making ends meet hasn’t happened anymore. So I believe a huge thank you is in order! You have truly made an impact in my life and I will always be grateful for it.

Rodrigo (Mastering Money and Emotions, 2 part series)

Discovery Employee

If you’re thinking about finances then just go. It will help you change the way you’re thinking.

Sleep Well At Night with Finances (SWAN)

Seminar Attendee

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

Wow. Very important information on relationship with money – making a plan and letting people know your plan. This session excites you about the possibilities of how you can spend your money without feeling constantly constricted or having to choose between conflicting priorities. Building a Yes! Plan helps you to lean towards the lifestyle change you want to commit to, to make anything and everything possible. Really enjoyed the session and looking forward to shifting my mindset and talking more openly about my why! Thank you Erika!

Build Your Yes! Plan Workshop

Seminar Attendee

If you want to actually move the needle on your financial goals, Erika will equip you w/ what you need!

Remove the word Awkward from Your Financial Conversations

Seminar Attendee

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.

It was very engaging and practical. The approach makes a lot of sense and takes away the fear of developing a financial plan. I liked the comparison of diet to budget. That was a great way to set the stage for the presentation.

Build Your Yes! Plan (Entrepreneur Series)

Seminar Attendee

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. One concrete thing we have changed – we started meal planning, which has built in time for creativity, fun, and togetherness AND helped us reduce our monthly credit card bill by more than 35%. This has helped me feel more hopeful, more aware of our agency, and more connected to our values. I.e. More freedom and less stress.

Renee (Private Client)

Personal Client

Erika walks you through the process to set financial goals in an informative and inspirational way.

Build Your Financial YES! Plan

Seminar Attendee

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. I always saw money as a means to an end and never thought about the journey, especially the way others in my life feel about it. My husband and daughter will appreciate my new learning during our next bi-weekly family budget/expense meeting. They dread it every time so now I’ll surprise them with my enlightened outlook.

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

It’s definitely a must if you want to view your finances differently!

Sleep Well At Night with Your Finances (SWAN)

Seminar Attendee

Helps you realize that you CAN have financial freedom and CAN improve your financial wellbeing no matter where you’re currently at.

Build Your Financial Yes! Plan

Seminar Attendee

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

I did not have financial discussions and planning when I was a child. I’m the first college graduate in my immediate family. Now as a parent, I know it is a critical process to have these early discussions and financial education for both parent and child. Your discussion really hit home for both sides and gave great tips!

Mastering Money and Emotions Family Edition

Seminar Attendee

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.

But most importantly, the negative feeling I had towards money and finances is completely gone! I feel comfortable talking about those topics and that sensation of not making ends meet hasn’t happened anymore. So I believe a huge thank you is in order! You have truly made an impact in my life and I will always be grateful for it.

Rodrigo (Mastering Money and Emotions, 2 part series)

Discovery Employee

If you’re thinking about finances then just go. It will help you change the way you’re thinking.

Sleep Well At Night with Finances (SWAN)

Seminar Attendee

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

Wow. Very important information on relationship with money – making a plan and letting people know your plan. This session excites you about the possibilities of how you can spend your money without feeling constantly constricted or having to choose between conflicting priorities. Building a Yes! Plan helps you to lean towards the lifestyle change you want to commit to, to make anything and everything possible. Really enjoyed the session and looking forward to shifting my mindset and talking more openly about my why! Thank you Erika!

Build Your Yes! Plan Workshop

Seminar Attendee

If you want to actually move the needle on your financial goals, Erika will equip you w/ what you need!

Remove the word Awkward from Your Financial Conversations

Seminar Attendee

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.

It was very engaging and practical. The approach makes a lot of sense and takes away the fear of developing a financial plan. I liked the comparison of diet to budget. That was a great way to set the stage for the presentation.

Build Your Yes! Plan (Entrepreneur Series)

Seminar Attendee

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. One concrete thing we have changed – we started meal planning, which has built in time for creativity, fun, and togetherness AND helped us reduce our monthly credit card bill by more than 35%. This has helped me feel more hopeful, more aware of our agency, and more connected to our values. I.e. More freedom and less stress.

Renee (Private Client)

Personal Client

Erika walks you through the process to set financial goals in an informative and inspirational way.

Build Your Financial YES! Plan

Seminar Attendee

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. I always saw money as a means to an end and never thought about the journey, especially the way others in my life feel about it. My husband and daughter will appreciate my new learning during our next bi-weekly family budget/expense meeting. They dread it every time so now I’ll surprise them with my enlightened outlook.

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

It’s definitely a must if you want to view your finances differently!

Sleep Well At Night with Your Finances (SWAN)

Seminar Attendee

Helps you realize that you CAN have financial freedom and CAN improve your financial wellbeing no matter where you’re currently at.

Build Your Financial Yes! Plan

Seminar Attendee