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Joe Conklin Shure

CFP®

EA

he/him/his

Contact Information

Glen Ridge, NJ

Meets Virtually:

Meets In-Person:

Accepting New Clients:

About Me

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.

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. My calendar is open for intro calls from Aug. 15th through Aug. 21st, 2025.

Learn more at https://makemoneymeaningful.today

Fee Models
  • Monthly:

    $320+/mo

  • One Time Fee:

    $3,200+

  • Hourly:

    $325/hr

*Fees are subject to change. Contact this advisor for their most up to date fees.

Ideal Clients
  • Technology Professionals

  • Non-profit professionals

  • Social Workers

  • Young Professionals

  • Female Breadwinner

Areas Of Specialization
  • Budgeting

  • Career Planning

  • Tax Strategies

  • Home Purchase

  • College Savings

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.