THE MODERNIST
MONEY TOOLKIT
These three resources can help you learn more about your relationship with money!
Fill out the form below to download our toolkit.
FINANCIAL SATISFACTION SURVEY
The groundwork for making positive change in our financial lives is awareness—the enlightenment that comes from first assessing our individual levels of financial satisfaction, and then recognizing the unique and personal circumstances, behaviors, and attitudes that can impede a sense of financial well-being. This tool will help you understand your current level of financial satisfaction.
life transitions survey
Change is the only real constant in our lives. Therefore, how we respond to and initiate change can have everything to do with how well we manage our lives and the successes we experience. Since nearly all of life’s transitions have a financial tether, they can also have a profound impact on our financial well-being. This tool will help you identify important transitions in your life and begin to consider their financial impact.
PERSONAL INSIGHTS ABOUT MONEY
Our attitudes and beliefs about money have their roots in value-laden messages we have picked up along life’s journey. These money messages are not only clothed in the words of others, but in their behaviors as well. This tool will help you discover the roots of your money attitudes and action (or inaction)!