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Joe Conklin Shure, CFP®

Let's Navigate this Late-Capitalist Hellscape Together 🔥

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Conklin Shure Financial Joe Conklin Shure, CFP® he/him/his
Glen Ridge, NJ

Serving Clients Nationwide

Let's Navigate this Late-Capitalist Hellscape Together 🔥

Website

Areas of Focus

  • Budgeting
  • Buying a House
  • Career
  • Cash Flow
  • Emergency Savings
  • Financial Life Planning
  • Investment Management
  • Money Psychology
  • Public Service Loan Forgiveness (PSLF) Advising
  • Retirement Planning
  • Saving for College
  • Side Hustles
  • Taxes

About Joe Conklin Shure, CFP®

Hi! I’m Joe Conklin Shure. I’m a values-driven financial planner here to help you navigate your money with clarity and purpose—especially if you’re skeptical of the financial industry or capitalism itself.

I work with people who want their finances to support a meaningful life, not just a high net worth. That includes tech workers wondering how much longer they can stay in the game, and purpose-driven professionals—like therapists, academics, or nonprofit leaders—seeking stability, freedom, and alignment.

Before becoming a planner, I co-founded a microloan nonprofit and later helped build financial planning software used by thousands of advisors. I started my own firm so I could do this work in a way that’s more honest, personal, and grounded in what actually matters to you.


My calendar is open for intro calls from Monday, Jan. 12th through Friday, Jan. 16th, 2026.

If you'd like to explore working together, use the "Book Intro Call" button on this page. Talk soon!


I offer holistic financial planning with transparent pricing—no asset minimums, no commissions. Whether you’re navigating a career transition, organizing your finances for the first time, or trying to make big decisions with your partner, I’m here to help.

If you’re looking for a planner who gets the emotional side of money, respects your values, and speaks like a human—not a spreadsheet—I’d love to connect.

Why I Became an Advisor

I didn’t grow up dreaming of being a financial planner. Like a lot of people, I thought financial advisors mostly worked with wealthy retirees and tried to sell them stuff. But over time—through work in education, nonprofit leadership, and financial coaching—I kept seeing the same pattern: thoughtful, mission-driven people were doing incredibly meaningful work, but quietly struggling with their finances. Not because they were irresponsible or didn’t care, but because the financial industry wasn’t built for them.

The advice was either condescending, irrelevant, or full of assumptions that didn’t apply to people who weren’t trying to retire early on crypto gains or hit a $5 million net worth before 40. It was all optimization and no soul. And I thought: there has to be another way.

So I built my own practice. No asset minimums. No AUM fees. No products to sell. Just clear advice grounded in behavior, values, and the reality that financial planning should be for people who are still building, questioning, and figuring it out. I became a financial planner because people like that deserve better. And because I wanted to be the kind of advisor I wished existed for my friends, my past self, and maybe even you.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®
  • Enrolled Agent (EA)

Affiliations

  • Advice Only Network
  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

2 Adams Place, Glen Ridge, NJ 07028

Video

Meeting Options

  • Video Conference
  • Phone
  • Online Courses
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Hourly Rate
  • Offers Advice-Only Services
  • Subscription

What to expect in the first meeting

During an intro call, I’m looking to get to know you and understand what’s leading you to explore financial planning. I won’t ask for any numbers, documents, or statements—and I won’t expect a decision about working together. That part can come later. For now, it’s a chance for you to share what’s on your mind, for me to share how I work, for us to determine together if we're a great fit.

About Conklin Shure Financial

I help thoughtful people use money to build lives they actually want to live, not just lives that look good on paper. I provide flat-fee, advice-only planning with no product sales, no asset minimums, and no sugarcoating. Just honest conversations, smart systems, and the clarity to make decisions you can feel good about—even in a chaotic world.

Some of my clients are high earners in tech, unsure how much longer they can (or want to) stay in the game. Others are purpose-driven professionals—therapists, professors, nonprofit leaders—who never expected to make a ton, but still want clarity, stability, and freedom.

We don’t just review your numbers—we look at how money shows up in your life and what role you want it to play. I offer grounded, specific advice that reflects your goals, your stress, your priorities. If you're skeptical of the financial industry—or unsure if planning is even for you—you’re not alone. Me too. That’s why I started my firm.


Services & Pricing

Holistic Planning (Couples): $3,200 initial, $320/month ongoing (optional)

Holistic Planning (Solo Clients): $2,200 initial, $220/month ongoing (optional)

Get-Your-Shit-Together Session: $650 (2-hour meeting)

Focus Session: $325 (1-hour meeting)

Education

Certificate in Financial Planning, New York University; B.A., History, Rutgers University

Volunteer Experience

For the past five years, I’ve volunteered as a tax preparer through the IRS Volunteer Income Tax Assistance (VITA) program and my local United Way chapter, providing free tax preparation for low- to middle-income families. I currently serve as Chair of the Pro Bono Committee for the Financial Planning Association of New Jersey, where I also hold the role of President-Elect. Through the Pro Bono Committee, I organize and lead personal finance seminars at local libraries, colleges, and nonprofit organizations. I also represent my neighborhood as an elected member of the Essex County Democratic Committee in Essex County, New Jersey.

Hobbies and Interests

  • Cooking
  • Running
  • Tennis
  • Volunteering
  • Writing

SEC Lookup

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Who We Serve

  • Couples
  • Creative Professionals
  • Dual Income Family
  • Educators
  • Families
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Newly Engaged / Newlywed
  • Nonprofit Employees
  • Technology Professionals
  • Therapists
  • Young Families

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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