Financial Wellness That Changes Behavior

Transformative workshops that help high-earning professionals move from financial stress and avoidance to clarity, confidence, and intentional action.

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.

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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.

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SIGNATURE TALK

“What’s Your Money Story?”

A Talk About Money, Worth & What’s Really Running the Show

We are taught how to make money, but we are rarely taught how to make peace with it. Most of us are navigating our adult financial lives through the lens of a childhood "money story", a set of invisible scripts about what we deserve and who we are allowed to be.

In this deeply personal keynote, Erika shares her journey from a "Poor Rican" household to a twenty-year career as a high-level accountant. She reveals the moment her relationship with money was shaped. Not in a bank, but in a shoe store, where a $60 difference between her brother’s sneakers and her own became a lifelong math problem of self-worth.

Erika illustrates how she spent years trying to "account" her way out of a void that no spreadsheet could fill, proving that the inner work is the foundation.

Through the lens of her own transformation, she shows audiences that when you change the story, the math finally follows. This isn’t just a talk about money; it’s a call to reclaim the choice, freedom, and power that come when you finally decide you are the "hundred-dollar version" of yourself deserving of a Blissful Vida.

TRUSTED BY

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!

Glenda

Ponce Bank

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!

Ana Mejia

CEO & Founder

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!

Emily S.

Workshop Attendee