host a modernist money stories conversation

To celebrate our fifth birthday, in July 2020, we created a DIY version of our Modernist Money Stories event series.

We invite you to make a date with your favorite folks to dig into this essential question together:

How can we discover and rewrite our money stories, in order to nourish our individual and collective wellbeing?

We decided to continue the practice in 2021, and developed another conversation guide, this one around the question:

Is there a responsibility associated with wealth? If yes, what could it be?

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DOWNLOAD THE MONEY STORIES GUIDE

download the responsibility & wealth guide

DOWNLOAD THE EXPLORATION OF PLACE JOURNAL PROMPTS

PERSONAL MODERNIST MONEY TOOLKIT

Dig deeper into your financial well-being with tools we use with Modernist’s clients

FINANCIAL SATISFACTION SURVEY

The groundwork for making positive change in our financial lives is awareness—the enlightenment that comes from first assessing our individual levels of financial satisfaction, and then recognizing the unique and personal circumstances, behaviors, and attitudes that can impede a sense of financial well-being. This tool will help you understand your current level of financial satisfaction.

life transitions survey

Change is the only real constant in our lives. Therefore, how we respond to and initiate change can have everything to do with how well we manage our lives and the successes we experience. Since nearly all of life’s transitions have a financial tether, they can also have a profound impact on our financial well-being. This tool will help you identify important transitions in your life and begin to consider their financial impact.

PERSONAL INSIGHTS ABOUT MONEY

Our attitudes and beliefs about money have their roots in value-laden messages we have picked up along life’s journey. These money messages are not only clothed in the words of others, but in their behaviors as well. This tool will help you discover the roots of your money attitudes and action (or inaction)!