Conklin Shure Financial
Financial Planning Intro Calls: July 7th – 11th, 2025
Let’s navigate this late-capitalist hellscape together. ??
I’m a flat-fee, values-driven financial planner who helps people like you figure out what a good, livable version of success looks like—and how to get there with your money.
Some of my clients are high earners in tech, wondering how much longer they can (or want to) stay in the game. Others are purpose-driven professionals—therapists, professors, nonprofit leaders—who never expected to make a ton, but still want clarity, security, and options.
Whether you’re burned out and thinking about what’s next, or finally reaching stability and ready to make the most of it, I’m here to help you align your finances with your values, your goals, and your actual life.
If that sounds like a fit, let’s talk.
Services & Pricing
- Holistic Planning (Couples): $3,200 initial, $320/month ongoing (optional).
- Holistic Planning (Solo Clients): $2,200 initial, $220/month ongoing (optional)
- Get-Your-Shit-Together Session: $650 (Two-hour meeting).
- Focus Session: $325 (One-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.