Joe Conklin Shure

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 Sept. 19th through Sept. 25th, 2025.

Learn more at https://makemoneymeaningful.today

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.

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, unconflicted 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.