🎞️ Hey Fellow Montclair Film Fan! I’m Joe Conklin Shure, CFP®

I'm here to help you make money meaningful. I founded Conklin Shure Financial to serve mid-career millennials building working lives that honor their values. 

That includes burned-out tech workers navigating toward more balanced (if less lucrative) roles. It also includes folks who have chosen fields they never expected would yield high incomes (academia, mental health, public policy) but who want to chart a path toward a personal version of financial success. 

I'm a fiduciary financial planner who charges flat fees. That means I look out for your best interests and that I won't turn you away just because you're not already rich.
Let's navigate this late-capitalist hellscape together 🔥

  • Sessions: Get Organized 🗂️ Exploring Possibilities 🗺️ Plan Delivery 📊 Interested? Let's talk.

  • We will meet at least three times per year (and as often as needed) as we work together to implement your financial plan. I'm here to answer questions, nudge you toward action and update your advice as life changes. Interested? Let's talk.

  • We will meet at least three times per year (and as often as needed) as we work together to navigate the road ahead. I'm here to answer questions, nudge you toward action and update your advice as life changes. Interested? Let's talk.

  • We'll organize your accounts, tackle one to three financial planning questions, and set up your online financial hub. Book your session here.

  • We will focus on a personal finance topic of your choice and set up your online financial hub. See a list of topics and book your session here.