Meet Erika Wasserman

We were lucky to catch up with Erika Wasserman recently and have shared our conversation below.

Erika, so good to have you with us today. We’ve always been impressed with folks who have a very clear sense of purpose and so maybe we can jump right in and talk about how you found your purpose?

Picture this: I’m lying on the floor, with three kids under the age of four using me as their personal jungle gym. Amid the chaos, I close my eyes, take a deep breath, and begin my meditation practice, a routine I started during my divorce. I ask myself three key questions: Who am I? What do I want? What is my purpose? The first two were relatively easy to answer, but the last one took some soul-searching, especially during the tough times of an unexpected divorce with little ones in tow.

When my purpose finally clicked, it was clear: I wanted to help others navigate their challenges with grace and positivity. It sounded great and felt even better, though I had no idea how it would manifest until a decade later when I discovered the field of Financial Therapy.

Math was always my jam. It was something my dad and I bonded over, from homework sessions at the kitchen table (complete with a few arguments) to discussing stocks during my teenage years. He even helped me buy my first home and understand interest rates. So, it was no surprise when I graduated with a degree in Finance and started working in consulting with IBM. This role gave me the chance to explore various positions and countries (hello, Japan and China!), and along the way, I met my girls’ father. We shared 12 years and three daughters together. It was good—until it wasn’t.

What set me apart during that tumultuous time was my strong relationship with money, thanks to my background and life experiences. Talking about money was normal, safe, and encouraged in my world, unlike for many others around me.

Financial therapy is a relatively new field, but it’s so essential. It’s not just about dollars and cents; it’s about the emotions tied to money—how you feel about paying for dinner, lending money to a sibling, or discussing bills with a new partner. For too long, talking about money has been taboo, leading to sleepless nights, stomach aches, and strained relationships.

It took me awhile to find my purpose, but now having found it I find joy in my work daily. I work with clients to help them own their relationship with money, no matter where they are in life. It’s empowering, and I’m forever grateful to give back in such a unique and meaningful way.

Thanks, so before we move on maybe you can share a bit more about yourself?

Meet Erika Wasserman, a vibrant advocate for financial empowerment and positive change. With a background in corporate leadership and a passion for guiding others, Erika brings warmth and expertise to every interaction. Whether through her engaging one on one sessions, dynamic speaking engagements, or innovative tools like “Let’s Talk Finances” conversation cards, that recently launched on Amazon. https://tinyurl.com/FBLTF

Erika is committed to helping individuals navigate their financial journey with confidence and clarity. As one of 70 Certified Financial therapist (CFT-1) in the country, Erika’s friendly demeanor and practical wisdom make her a trusted resource for those seeking to transform their relationship with money. Join her on a journey of growth, empowerment, and financial freedom.

There is so much advice out there about all the different skills and qualities folks need to develop in order to succeed in today’s highly competitive environment and often it can feel overwhelming. So, if we had to break it down to just the three that matter most, which three skills or qualities would you focus on?

First quality is that realizing life is contlestanly moving. the skill to adjust and reframe will serve you well.

Expectations are predisposed disappointments.

Talk – talk to everyone. you never know who has some insights, connections, or inspiration along your journey.

To close, maybe we can chat about your parents and what they did that was particularly impactful for you?

Talking! My parents made sure our house was always buzzing with conversation. Whether we were in the car answering questions about math and state capitals or at the dinner table discussing the world, they kept us engaged. For me, learning comes best through exploring. I’m curious about everything—people, cultures, ideas—and talking to others is my favorite way to dive in.

I’ve been lucky enough to visit 46 countries, and the art of conversation has been a game-changer. Chatting with people and learning from their experiences has broadened my horizons and made me more empathetic, letting me see things from different perspectives.

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