“Erika Wasserman hit the stage before the legendary Shark, Barbara and set the bar high. She brought the energy, insight, and audience connection that every event planner dreams of—minus the six-figure fee. She’s the speaker who makes money talk feel personal, powerful, and yes… actually fun. Don’t sleep on booking Erika—because your audience will thank you.”
She Shared a Stage with a Shark… (Summit Conference Speaker)
“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 toward the lifestyle change you want to commit to, to make anything and everything possible.”
Spend with Purpose, Not Pressure (Corporate Build Your Financial Yes! Plan Participate)
“Erika’s session gave our employees tools to reduce financial stress, reframe limiting beliefs, and refocus their energy. The result? More engaged, clear-headed, and productive team members ready to grow personally and professionally.”
From Taboo to Transformative (Corporate Chief Human Resource Officer)
“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.”
Financial Professional with No One to Talk To (Money Mindset Makeover Client)
“Working with Erika during my divorce has been grounding and empowering. As a doctor and parent, I was completely caught up in the details—overwhelmed, anxious, and unsure of my next steps around my finances for myself and my family. Her guidance reminded me that I’m allowed to prioritize my emotional well-being while still making smart financial decisions. Money mistakes will happen along with way, but not making any decisions or letting them be made for me due to fear of making a mistake was not the way to go. I felt seen, supported, and stronger after every session. It wasn’t just financial therapy—it was a lifeline at exactly the right time.”
Calm in the Chaos of Divorce (Wealth Wellness Journey Client)
“After 20 years of repeating the same patterns, working with Erika gave us the breakthrough we didn’t even know we needed. For the first time, we tackled a mountain of debt together not by shuffling it around, but by actually paying it off. The process wasn’t always easy; trust issues, old habits, and emotional baggage surfaced. But Erika’s guidance gave us the space, tools, and conversations we needed to reconnect, build accountability, and move forward as a team.
She helped us face the hard stuff—like budgeting conflicts and emotional spending—with honesty, empathy, and real strategies. Our communication has deepened, our financial health has improved, and, most importantly, we now have the skills to keep growing stronger together. Finding Erika when we did wasn’t just helpful—it was life-changing. We are forever grateful.”
Breaking the Cycle: How We Changed Our Money Story (Wealth Wellness Journey Couple)
“Made me feel more confident that I can actually handle money on my own when I’ve always just told myself I’m bad with it and it’s just how I am. Erika worked with me to understand how I was the only one limited myself with this messaging.”
Went from "No" to Know (Money Mindset Makeover Client)
“While I feel I’m a pro at the financial part of this, these sessions 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.”
When the Spreadsheet Queen Gets a Mindset Makeover (Money Mindset Makeover Client)
“Thanks so much for this. As you know, I was very positively impacted by your workshops. Chris and I have been talking about money ease-fully 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.”
More Freedom and Less Stress (Money Mindset Makeover Client)
“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.”
Before the Vows, We Talked Money (Money Mindset Makeover Couple)
“Engaging and mind opening. The How-Wow categories of clients are very relevant and a great way to describe individuals. I’ll keep this in mind going forward to help me retain clients by being relatable to different mindsets working with me.”
Turning Mindset Into a Client Retention Strategy (after taking CE Credit Getting to Yes Quicker)
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!”
Talking About Money Wasn't A Thing (Corporate Mastering Money and Emotions Family Edition Attendee)
“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!”
Your Plan. Your Why. Your Yes! (Corporate Build Your Yes! Plan Workshop)
“I liked the comparison of diet to budget. It was very engaging and practical. The approach makes a lot of sense and takes away the fear of developing a financial plan for my future.”
Swap Shame for Strategy (Build Your Yes! Plan Entrepreneur Series)
Helps you realize that you CAN have financial freedom and CAN improve your financial wellbeing no matter where you’re currently at.
Moved from Can't to Can.....(Build Your Financial Yes! Plan 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, my mom and I 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, not just for me but for offering to bring a family member to the session!
You have truly made an impact in my life and I will always be grateful for it.”
My Mom Came to Work with Me (International Attendee for Mastering Money and Emotions Corporate Edition)
“Erika Wasserman hit the stage before the legendary Shark, Barbara and set the bar high. She brought the energy, insight, and audience connection that every event planner dreams of—minus the six-figure fee. She’s the speaker who makes money talk feel personal, powerful, and yes… actually fun. Don’t sleep on booking Erika—because your audience will thank you.”
She Shared a Stage with a Shark… (Summit Conference Speaker)
“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 toward the lifestyle change you want to commit to, to make anything and everything possible.”
Spend with Purpose, Not Pressure (Corporate Build Your Financial Yes! Plan Participate)
“Erika’s session gave our employees tools to reduce financial stress, reframe limiting beliefs, and refocus their energy. The result? More engaged, clear-headed, and productive team members ready to grow personally and professionally.”
From Taboo to Transformative (Corporate Chief Human Resource Officer)
“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.”
Financial Professional with No One to Talk To (Money Mindset Makeover Client)
“Working with Erika during my divorce has been grounding and empowering. As a doctor and parent, I was completely caught up in the details—overwhelmed, anxious, and unsure of my next steps around my finances for myself and my family. Her guidance reminded me that I’m allowed to prioritize my emotional well-being while still making smart financial decisions. Money mistakes will happen along with way, but not making any decisions or letting them be made for me due to fear of making a mistake was not the way to go. I felt seen, supported, and stronger after every session. It wasn’t just financial therapy—it was a lifeline at exactly the right time.”
Calm in the Chaos of Divorce (Wealth Wellness Journey Client)
“After 20 years of repeating the same patterns, working with Erika gave us the breakthrough we didn’t even know we needed. For the first time, we tackled a mountain of debt together not by shuffling it around, but by actually paying it off. The process wasn’t always easy; trust issues, old habits, and emotional baggage surfaced. But Erika’s guidance gave us the space, tools, and conversations we needed to reconnect, build accountability, and move forward as a team.
She helped us face the hard stuff—like budgeting conflicts and emotional spending—with honesty, empathy, and real strategies. Our communication has deepened, our financial health has improved, and, most importantly, we now have the skills to keep growing stronger together. Finding Erika when we did wasn’t just helpful—it was life-changing. We are forever grateful.”
Breaking the Cycle: How We Changed Our Money Story (Wealth Wellness Journey Couple)
“Made me feel more confident that I can actually handle money on my own when I’ve always just told myself I’m bad with it and it’s just how I am. Erika worked with me to understand how I was the only one limited myself with this messaging.”
Went from "No" to Know (Money Mindset Makeover Client)
“While I feel I’m a pro at the financial part of this, these sessions 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.”
When the Spreadsheet Queen Gets a Mindset Makeover (Money Mindset Makeover Client)
“Thanks so much for this. As you know, I was very positively impacted by your workshops. Chris and I have been talking about money ease-fully 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.”
More Freedom and Less Stress (Money Mindset Makeover Client)
“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.”
Before the Vows, We Talked Money (Money Mindset Makeover Couple)
“Engaging and mind opening. The How-Wow categories of clients are very relevant and a great way to describe individuals. I’ll keep this in mind going forward to help me retain clients by being relatable to different mindsets working with me.”
Turning Mindset Into a Client Retention Strategy (after taking CE Credit Getting to Yes Quicker)
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!”
Talking About Money Wasn't A Thing (Corporate Mastering Money and Emotions Family Edition Attendee)
“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!”
Your Plan. Your Why. Your Yes! (Corporate Build Your Yes! Plan Workshop)
“I liked the comparison of diet to budget. It was very engaging and practical. The approach makes a lot of sense and takes away the fear of developing a financial plan for my future.”
Swap Shame for Strategy (Build Your Yes! Plan Entrepreneur Series)
Helps you realize that you CAN have financial freedom and CAN improve your financial wellbeing no matter where you’re currently at.
Moved from Can't to Can.....(Build Your Financial Yes! Plan 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, my mom and I 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, not just for me but for offering to bring a family member to the session!
You have truly made an impact in my life and I will always be grateful for it.”
My Mom Came to Work with Me (International Attendee for Mastering Money and Emotions Corporate Edition)
