Marie Thomasson, CFP® Modern Assets

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About Marie Thomasson, CFP®

I’m Marie Thomasson, CFP®. a financial advisor for progressive women like you.

I know you have a lot on your plate. A successful career, an active social life, causes you care about, and dreams for your future.

You also have worries — about how you’ll reach your financial goals, how to make important financial decisions, and whether you’re doing enough to secure a comfortable retirement.

Add in everything going on in the world today, and it’s enough to make you want to move to New Zealand.

Financial Planning & Investment Management that align with your goals AND your values.

Here’s what I offer:

Advice that prioritizes both personal and collective well-being
Confidence that you’re making financial decisions today that will benefit you tomorrow
Clarity about how to make an impact in the world that goes beyond your bank account
Perspective on what’s been holding you back in your life and happiness
Accountability to make sure you’re checking off all the right boxes

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Ideal Clients

  • Gen X
  • Single Women
  • SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
  • Women's Finance

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $415+/mo
  • Quarterly Fee: $1250+/qtr
  • Flat Fee: $3,000+/engagement
  • AUM: 1.00%

SEC Records

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