What is Modernist University?

We’re committed to providing equitable access to financial education and services.

In an effort to serve the entire income spectrum, Modernist University is our home for providing low-cost or in-kind/pro-bono services to our community, based on the work we already do with our high-net-worth clients at Modernist Financial.

Modernist University’s offerings include:

Modernist University 101: A four-hour course on financial planning and cash flow management.

Modernist Money Stories: Our series of group conversations on essential questions around wealth. Check out some recaps here.

Modernist Money Toolkit (aka Tools for the People): A collection of research-driven tools we use with our high net worth clients to help them connect their deepest values with their money decisions. Now you can DIY with these tools, too!

Referrals + Resources: A list of resources to help folks who aren't a fit for Modernist Financial to navigate.

Blog: In-depth and digestible information on investing, financial planning, and Modernist's insights on making values-based money decisions.

Pro Bono Financial Planning: Individual financial planning engagements for selected Angel Clients: community heroes who are uplifting progressive change for all.

As our work grows, we're excited to continue deepening this offering in order to provide support to as many people as we can.

If you or your non-profit organization want to chat about adding one of these offerings as an auction item at your next gala, or partnering to provide one of the services to your community, just fill out the quick form here and we'll get right back to you!

Questions? Drop us a line at hello@modernistfinancial.com.