Conklin Shure Financial

Financial Planning Intro Calls: June 2nd – 6th, 2025

You're looking to build a working life that aligns with your values—where money supports your actual life, not just a number to maximize.

Maybe your career means a lot to you but never promised massive paychecks. That’s the story I hear from folks in academia, mental health, policy, and nonprofits (where I used to work). You’re wondering: "How do I make the most of my income and benefits? What does financial success look like for me?"

Or maybe you earn great money but feel burned out or unsure if your career is the best use of your time. That’s the story I hear from tech professionals and high earners exploring new possibilities. You’re asking: "How much less could I earn while keeping my lifestyle afloat and designing a future I’ll be happy with?"

You want a plan that makes room for change, opportunity, and meaning—not just a strategy to accumulate the biggest possible number.

I offer flat-fee financial planning with no commissions, no product sales, and no investment minimums—just thoughtful, independent guidance tailored to your life. I work virtually with clients nationwide from Glen Ridge, NJ.

Services & Pricing

• Holistic Planning (Couples): $3,100 initial, $310/month ongoing (optional).
• Holistic Planning (Solo Clients): $2,100 initial, $210/month ongoing (optional)
• Get-Your-Shit-Together Session: $600 (Two-hour meeting).
• Focus Session: $300 (One-hour meeting).