The Financial Therapist’s Playbook: Create a Community and Rewrite Your Money Story with Erika Wasserman

Certified Financial Therapist Erika Wasserman returns to The Power of the Ask to discuss how women can stop feeling shame around money and start building more confidence. Learn how a “personal board of directors” can help you on your financial journey. This conversation provides the tools you need to rewrite your money story and build a supportive community that helps you move forward. 

Key Takeaways 

• Asking for Help is a Strength: Leaning on your community during difficult times allows others to show up for you, strengthening your relationships and helping everyone involved.  
• Make Your Ask Specific: Vague requests get vague results. To get what you need, practice making your asks direct and targeted.  
• Confidence is a Practiced Skill: A lack of financial confidence doesn’t mean you’re bad with money, it just means you haven’t practiced yet.  
• Boundaries Create Freedom: Setting financial boundaries isn’t just about saying “no.” Create intentional rules that work for you, which may include saying “yes” to the right things in moderation. 

Important Links:

• Savvy Ladies
• Precious Williams' LinkedIn
• Lisa Zeiderman's LinkedIn

Important Links for Erika:

• Erika Wasserman's LinkedIn 
• Your Financial Therapist Website 

About Erika Wasserman:

 Erika Wasserman, the visionary CEO and founder of Your Financial Therapist, established the company in 2019 with a mission to transform how people view and manage their financial lives. As a Certified Financial Therapist (CFT-I™)—a prestigious certification held by fewer than 70 professionals worldwide—Erika blends her expertise in finance and international economics with her passion for empowering individuals, couples, and organizations to rethink their relationship with money.

She is also the creator of the innovative Let’s Talk Finances: Financial Wellness Conversation Cards. This unique tool features 50 thought-provoking questions designed to spark meaningful conversations about money, fostering financial clarity and emotional connection.

Erika’s academic credentials include a Bachelor of Business Administration (BBA) from the University of Florida and a Graduate Certificate in Financial Therapy from Kansas State University. Her work reflects a deep commitment to financial well-being, making her a trusted expert in financial therapy.