empower yourself with our toolkit
Use these tools to better understand your money story, to dig deeper into your financial health and well-being, and to learn the basics of tax planning, behavioral support, and portfolio upkeep.
MODERNIST MONEY STORIES:
DIY CONVER
SATION GUIDES TO TALKING MONEY WITH THE FOLKS YOU LOVE
FINANCIAL LIFE PLANNING TOOLS: LEARN TO BETTER UNDERSTAND YOUR RELATIONSHIP WITH MONEY
WHITE PAPERS:
MODERNIST ON TAX PLANNING, BEHAVIORAL INVESTING, AND PORTFOLIO UPKEEP