Conklin Shure Financial
You're looking to build a working life that honors your values.
- Maybe you’ve chosen a career that means a lot to you but that you never expected would pay you tons of money. That’s the story I hear from folks in academia, advocacy, the nonprofit world (where I used to work), and mental health. You wonder: "How do I make the most of the income and benefits I have? What might financial success look like to me and how might I pursue it without sacrificing my beliefs?”
- Maybe you make great money but are feeling burned out, alienated, or otherwise less-than-confident that your current role is the best use of your time. This is the story I hear from folks in tech (where I also used to work). You want to leverage today's earnings to plan for greater autonomy and impact in the future. You wonder: "How much less could I earn while keeping my lifestyle afloat and charting a path toward a future I'll be happy with?"
You want to use money as a tool to build a meaningful, exciting life. You don't want to become as wealthy as possible—especially if it would mean giving every moment to work or ignoring the injusticethat pervades this late-capitalist hellscape.
I work virtually with clients across the country from Glen Ridge, NJ.
Services & Pricing
- Holistic Financial Planning (Couples): $3,100 for the initial planning process, $310 per month thereafter.
- Holistic Financial Planning (Solo Clients): $2,100 for the initial planning process, $210 per month thereafter.
- Get-Your-Shit-Together Session: $600 (Two-Hour Meeting).
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.