Wealth & Responsibility: A Modernist Conversation Tool

Friends,

We know that compassionate curiosity guided by beautiful questions has the power to bridge divides and rally our focus for the common good. To discover what could be possible around wealth and action, each year we center our work around a beautiful question. 

As we enter 2025, please join us by inviting someone you love to delve into this question together: set a day and time, have some nosh and drinks, wear a fancy outfit if you want!

IS THERE A RESPONSIBILITY ASSOCIATED WITH WEALTH? IF YES, WHAT COULD IT BE? 

There is much to be done and so many resilient, good-hearted people who are ready to pitch in. We invite you to be one of them by building conversations of possibility in this new year.

In curiosity and hope,

Georgia + Team Modernist

PS: In Modernist news, the firm turns 10 this year (!) so stay tuned for ways we’ll be celebrating a full decade of doing this essential work alongside you.


Modernist Financial Moon Calendar

List 5 words that come to mind when you think about:

WEALTH

RESPONSIBILITY

Questions for discussion:

  • Which words feel: Unhelpful? Hopeful? Neutral? Why?

  • How do these words relate to each other in your life? In your cultures?

  • How would you like to define these words moving forward?

List 5 assets you possess in each of the Five Elements of Wealth:

MONEY Our most culturally normative form of wealth.                                         

TIME A finite resource, cannot be increased.

SKILLS Wealth that grows the more we practice and share it.

RELATIONSHIPS Our greatest wealth.

WELL-BEING A resource we often notice when it is absent.

Questions for discussion:

  • Notice which elements of your wealth feel aligned with your most hopeful values. 

  • What feels helpful? Unhelpful? Neutral? Why?

As we navigate 2025, consider one small step you could take to live further into your values in one of these elements of wealth. Describe what that step could feel like and look like, who would be there to support this small step, where would you make it happen?

 

 

INFORMATION PROVIDED IN THIS LETTER IS FOR EDUCATIONAL PURPOSES ONLY. TO DISCUSS ANYTHING IN THIS NEWSLETTER OR YOUR ACCOUNT, PLEASE CONTACT US AT HELLO@MODERNISTFINANCIAL.COM.

VIEWS AND OPINIONS ARE SUBJECT TO CHANGE AT ANY TIME BASED ON MARKET AND OTHER CONDITIONS. THE INFORMATION PROVIDED DOES NOT CONSTITUTE INVESTMENT ADVICE AND IT SHOULD NOT BE RELIED ON AS SUCH. IT SHOULD NOT BE CONSIDERED A SOLICITATION TO BUY OR AN OFFER TO SELL A SECURITY. IT DOES NOT TAKE INTO ACCOUNT ANY INVESTOR'S PARTICULAR INVESTMENT OBJECTIVES, STRATEGIES, TAX STATUS OR INVESTMENT HORIZON. YOU SHOULD CONSULT YOUR TAX AND FINANCIAL ADVISOR. ALL MATERIAL HAS BEEN OBTAINED FROM SOURCES BELIEVED TO BE RELIABLE. THERE IS NO REPRESENTATION OR WARRANTY AS TO THE ACCURACY OF THE INFORMATION AND MODERNIST FINANCIAL, LLC SHALL HAVE NO LIABILITY FOR DECISIONS BASED ON SUCH INFORMATION. RISK ASSOCIATED WITH EQUITY INVESTING INCLUDE STOCK VALUES WHICH MAY FLUCTUATE IN RESPONSE TO THE ACTIVITIES OF INDIVIDUAL COMPANIES AND GENERAL MARKET AND ECONOMIC CONDITIONS. PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS.

MODERNIST FINANCIAL, LLC ("MODERNIST") IS A REGISTERED INVESTMENT ADVISOR WITH THE STATE OF OREGON FOUNDED BY GEORGIA LEE HUSSEY, CFP®, IN LOVELY PORTLAND, OREGON. MODERNIST PROVIDES INVESTMENT ADVISORY AND RELATED SERVICES FOR CLIENTS NATIONALLY. MODERNIST WILL MAINTAIN ALL APPLICABLE REGISTRATION AND LICENSES.

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From The Desk of Georgia Lee Hussey: Wealth = Money+Time+People+Skills+Wellbeing