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