Maureen’s story

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At an early age, Maureen dreamt of being a teacher and a coach. After a few forks in the road, she entered the world of finance.  Never for a moment did she see herself on Wall Street, but somehow that is where she landed. For many years she had the privilege of advising people how to grow, manage, preserve and give away their wealth. Asset allocation and loan structure—the technical side of money management—was her expertise.  But it was always her clients that she cared about most.  No matter how much or how little money was involved, the lives of those who entrusted her were impacted by her advice and recommendations. This was a responsibility she took very seriously —and considered a great privilege. 

Throughout the many years of advising, she saw first-hand that financial education is critical to making sound decisions. But she also realized that it was often the more emotional side of money and relationships that could be the greatest obstacle to achieving financial wellbeing.  Most people have great difficulty talking about money. It is uncomfortable—the elephant in the room.


When faced with money conflicts, who do you talk to?

How do we talk about money and shared assets in our relationships? Why is money reported as the # 1 source of stress and a leading cause of divorce? Why do generational transfers go wrong, and the proverb "From shirtsleeves to shirtsleeves in three generations" is still prevalent today?

Nothing matters more than family. And yet throughout her years as a financial advisor, she saw relationships broken and families shattered over money problems.  Financial advisors are not trained in relational issues and most therapists do not specialize in money issues. There is a tremendous void in getting help.  It is the final taboo in our culture.

  “Family”   Original Art by Claudia Stubstad

“Family”
Original Art by Claudia Stubstad

That’s why she created MADRE. With deep knowledge of personal financial issues and a heart to help individuals and families develop healthy money relationships, She knew she could help families solve money conflicts before they erupt. With communication, trust and counsel, families overcome money challenges—and thrive.

The name "MADRE?"  An acronym for MONEY, ASSETS &  DURABLE RELATIONSHIPS.  It defines Maureen; financial advisor, teacher, coach and most importantly, mother!  The  purpose and mission is to help achieve financial wellbeing, one family at a time. Money and Relationships; we all have a story to tell. Maureen is here to listen.