Erika Wasserman, CFT-I™

Personal Details

Bio

Erika Wasserman is CEO of Your Financial Therapist, which she founded in 2019. As a Certified Financial Therapist CFT-I™, a sought-after certification held by only 70 people in the world. Erika is one of the few Certified Financial Therapist in the world that focuses her practice on working with companies varying in size from start-ups to Fortune 100 to support their employees mental mindset around money. She combines her education in finance and international economics with her passion for helping others and empowering people to reshape the way they think about money. Erika has been quoted in national media, including The New York Times, Yahoo! Money, Boston, Globe, and Times.

Erika is the creator of Let’s Talk About Finances, Baby! Financial Wellness Conversation Cards which allows people to explore the topic of money with 50 thought provoking questions.Erika earned a Bachelor of Business Administration (BBA) degree from the University of Florida, as well as a graduate Certificate in Financial Therapy from Kansas State University.

When not working, Erika can be found riding around in her Jeep headed to the beach with her 3 daughters in tow in South Florida.

Current position (1)

CEO

Your Financial Therapist

Degrees (2)

business

University of Florida

1995 to 1999

Financial Therapy

Kansas State University

2019

Presentations

Presentations (3)

Learn how to SWAN - Sleep Well At Night with your Finances

Studies have shown that lack of sleep leads to chronic health problems, including heart disease, kidney disease, high blood pressure, diabetes, stroke, obesity, depression and anxiety.

Let’s take a minute to break SWAN ….which can stand for - sleep well at night -and it is also the same acronym for the formula I created with these 4 steps:

S - SET A GOAL
W - WRITE YOUR WHY
A - ANALYZE FACT FROM FICTION.
N - NAVIGATE YOUR OPTIONS

You will leave this session feeling like you just flipped over to the cool side of the pillow.

It's Complicated - Your Relationship with Money

What is your relationship status with money?
Strong and solid, rocky ship, or It's Complicated.

Emotions around or about money often lead to stress, anxiety, awkward conversations, lost time with work, family, and loved ones due to illness or stress. It doesn’t have to be this way - which is why I become a financial therapist.

Let's break down WHY our relationships with money are so complicated by answering 5 questions?

How do you define your relationship with money?
Where did your money beliefs come from?
What could ‘complicated’ look like’?
What happens when no action is taken?
How can you start the hard conversations?

Build Your Financial Yes! Plan

This session will challenge your mindset from viewing a budget as constricting to building a "Yes Plan" for the lifestyle you want.

You want to plan a trip? YES!
You want a downpayment on a house ,YES!
You want to be debt free, YES! A new car? YES!

This session will encourage you to:
Reframe your relationship with managing money Feel empowered about your financial decisions Set an obtainable ‘YES PLAN’

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