“The good life is a process, not a state of being.
It is a direction, not a destination.”

— Carl Rogers

“The good life is a process, not a state of being.
It is a direction, not a destination.”

— Carl Rogers

MA_Who We Are_Icon - Modern Assets

Mission.

Modern Assets was built on a foundation of community and connection, as a place where women and families can learn to structure their resources – money, time, and energy – to live a better life. Modern Assets is a home. For our company, our clients, and our community, it affords us the freedom to leverage technology and innovation so that we can devote our most valuable asset – time – towards the conversations that create the most value.

What we care about.

  • Listening. What matters to you.
  • Kindness. Be good to each other.
  • Be honest. We don’t know everything, but we do know how to figure it out.
  • Work hard at work we love.
  • Commitment. It's what relationships are built on.

Marie Thomasson, CFP ®

I’m a single parent. I’m driven by my desire to do the work I love, while creating space for family and community. It’s not an easy balance. I’ve been doing it for a long time, and I love to help women and the people they call family create a better life and find the same fulfillment. We all need allies.

I grew up putting my pennies in a piggy bank, and my mom would say it’s in my blood. If that’s not qualification enough, my undergraduate education from UCLA in Applied Mathematics taught me to think creatively to solve tricky problems with a concrete basis in factual information, skills I carry into my work with clients. With over 13 years of experience in institutional asset management, financial planning, and investor education, cementing a deep understanding of investment knowledge, processes, and best practices, and overseeing over six billion dollars for pension funds, institutions, and banks, I set out to create a career and life that brought together everything that was important to me.

When I’m not crafting a financial plan, I’m perfecting my Dungeons & Dragons persona with my two favorite rogues and dungeon master.

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Interested to see what financial planning might look like for you?

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