JULY 2020 NEWSLETTER: We’re 5!

Friends,

July 2020 marked our fifth birthday, a milestone for this woman-owned B Corp. In Modernist tradition, we celebrate by giving and thanking. 

This year called for quick action, so back in April we gave our birthday money to equity-focused Covid response funds at Oregon Community Foundation and McKenzie River Gathering Foundation.

In this spirit, we’re also gifting our community (that’s you!) a DIY Money Stories guide, based on our event series.  We invite you to celebrate our birthday by making a date with your favorite folks to dig into this essential question together:

How Can We Discover and Rewrite our Money Stories to Nourish our Individual and Collective Wellbeing?

We hope to inspire awareness, empowerment, and the changes we hope to see in our world.

Onward, together,
Georgia & Team Modernist

⚡️ACTION: Please help us spread this tool! You and your community can download a PDF at modernistfinancial.com.

We’re also happy to mail a paper copy to you or someone you know, just drop us a line.

We're Here to Help

WE’RE BUILDING A NEW MONEY CONSCIOUSNESS. 
Modernist Financial is a B Corp wealth management firm that helps progressive people structure their wealth around their values. They come to Modernist because they want to work with a firm that reflects their values and shares their creative spirit. 

Modernist clients are those who have inherited or retired, or successful founders preparing for a business sale. If this sounds like you or someone you know, we’d love to talk! Reach out to us at hello@modernistfinancial.com.

MODERNIST UNIVERSITY
We offer a variety of resources for our clients and community, including Investment Insights, our free Financial Tools for the People, a lively blog, more about Money Stories, and Resources + Referrals.

INVESTMENT INSIGHTS

While celebrating this birthday milestone, we still have our eye on the market.

On the blog, we shared a look back at Q2 performance from our Investment Committee, other recent insights on markets and investing like why smart investors don't try to time the market based on the election.