Financial Wellness conversations That resonate & Change Behavior
Transformative workshops and speaking experiences that help professionals move from financial stress and avoidance to greater clarity, confidence, and intentional action with money.
Erika Dox-Martinez
is a Financial Wellness Coach, speaker, and facilitator known for helping professionals shift how they think, feel, and act with money.
With over 20 years in corporate finance and certification in the Trauma of Money methodology, Erika bridges emotional intelligence with practical financial strategy, creating spaces where individuals can move from avoidance to ownership.
Her work is not about adding more information.
It’s about creating real, lasting behavior change.
TRUSTED BY
Designed for organizations that care about the wellbeing of their people.
companies & corporate teams
Employee Resource Groups (ERGs)
leadership conferences
universities & educational programs
universities & educational programs
women’s initiatives & affinity groups
Erika's workshops are especially impactful for first-generation professionals, high-achieving women, and diverse teams navigating the emotional realities of money alongside career growth and everyday life.
Because financial wellness is about more than budgeting.
Most financial education focuses on information, but information alone rarely changes behavior.
Erika’s approach helps participants understand the emotional patterns, beliefs, and habits influencing their financial decisions, while also giving them practical tools they can apply immediately.
Her workshops bridge:
emotional intelligence
practical financial strategy
cultural awareness
financial confidence
psychological safety
sustainable habit-building
The result is a conversation about money that feels human, relatable, and actionable.
SIGNATURE WORKSHOPS
Breaking the Cycle:
Money, Mindset & the Stories We Inherited
Most of us weren't taught how to manage money. We were taught how to survive it. This workshop uncovers the stories and beliefs quietly driving your financial decisions and replaces them with something new. Participants leave with a rewritten money narrative and one clear action step.
Spending with Intention:
Budgeting, Saving & Building a System That Works
Knowing you should save more isn't the same as having a system that makes it possible. This workshop replaces financial overwhelm with a simple, values-based approach to spending and saving that fits real life. Participants leave with a framework they can use immediately.
Breaking It Down:
Debt, Credit & Taking Back Financial Control
Debt and credit are two of the most stressful and least talked about parts of most people's financial lives. This workshop changes that with honest conversation, practical strategy, and a clear plan for both. Participants leave knowing exactly where they stand and what to do next.
Reach out for a customized approach.
SIGNATURE TALK
“What’s Your Money Story?”
A keynote about money, self-worth, and the stories quietly shaping our financial lives.
We are taught how to earn money, but most of us are never taught how to feel safe, confident, or intentional with it.
In this deeply personal and emotionally resonant talk, Erika shares her journey from financial stress and avoidance to financial clarity, revealing how the stories we inherit around money often shape our adult financial behaviors more than the numbers themselves.
Through storytelling, reflection, and practical insight, audiences are invited to rethink their relationship with money in a way that feels empowering instead of shame-based.
This is a conversation about identity, emotional wellbeing, self-worth, and the freedom that comes from finally feeling in control of your financial life.
What organizations and attendees are saying
Erika presented a complex topic in an easy, but sophisticated, way. We aimed this information to have reached many people from historically underserved communities. And Erika’s presentation provided situations and examples that anyone could relate to. We appreciate Erika’s contribution to Ponce Bank’s first webinar – Personal Financial Management, and we look forward to collaborating with her in the future!
Erika delivered a powerful workshop that our program participants loved. They walked away feeling empowered & confident in their ability to improve their financial wellbeing. She connected really well with our participants which are all BIPOC (Black, Indigenous, People of Color) and spoke to the additional systemic and structural barriers that our communities face while instilling confidence in their ability to achieve financial freedom. They appreciated the wealth of knowledge and tools she shared. I was really impressed with how Erika managed to get people to engage and open up about their money struggles. We're excited to continue to work with Erika on more workshops!
This experience has completely shifted the way I view money once I attended Erika's Budgeting and Savings workshop! I felt lots of shame and hopelessness towards money. This workshop allowed for me to answer questions on financial literacy in a non-judgemental space. It also sent me off in a way to care for generational wealth and blissful spending!
Bring a more human approach to financial wellness to your organization.
Whether you’re planning a workshop, keynote, panel, or employee wellness initiative, Erika creates conversations that help people feel more confident, engaged, and empowered in their financial lives.
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