THE MODERNIST MANIFESTO
Modernist is driven by our core values and our mission to help people structure their wealth around their progressive values.
We use our Manifesto to guide our strategy and innovation work in the firm.
WE ARE ADVANCING A NEW MONEY CONSCIOUSNESS – ONE BORNE OF GRATITUDE, PLENTY, GENEROSITY, AND A DEEP-FELT UNDERSTANDING OF ENOUGH.
WE ARE DRIVEN BY A VISION OF FINANCIAL EMPOWERMENT THAT SERVES PEOPLE WHO VALUE CREATIVITY AND LEARNING, VISIONARIES OF EVERY GENDER AND HERITAGE, THOSE WHO ARE COMPASSIONATE AND KIND.
WE ARE BUILDING A WORLD WHERE PROGRESSIVE PEOPLE FEEL PERMISSION TO ENJOY TODAY WHILE INVESTING IN OUR COMMON FUTURE.
WE SAY YES TO A SELF-AWARE AND INTEGRATIVE RELATIONSHIP WITH MONEY – ONE THAT NOURISHES ALL AREAS OF LIFE AND OUR COLLECTIVE WELLBEING.
WE KNOW THAT OUR GREATEST WEALTH IS OUR PERSONAL RELATIONSHIPS.
WE REJECT STEREOTYPES: CHEAPSKATES, SPENDTHRIFTS, BOOT STRAPS, SILVER SPOONS.
WE STEADFASTLY BELIEVE THAT WE CAN LIVE IN ABUNDANCE WHEN WE UNDERSTAND OUR MONEY STORIES.
WE INSIST THAT WE CAN ENJOY OUR MONEY AND HONOR OUR VALUES.
WE BELIEVE IN PLENTY. WE BELIEVE IN ENOUGH.
