BOUTIQUE FINANCIAL PLANNING & INVESTMENT MANAGEMENT
METRO DETROIT | SERVING CLIENTS NATIONWIDE
Financial planning that honors your whole self.
Build a plan that feels aligned and sustainable,
so you can live with clarity and confidence.
PSYCHOLOGY-INFORMED WEALTH MANAGEMENT
Where your money story meets meaningful strategy.
We provide a private, trusted space to have the conversations most people avoid. Your goals. Your fears. The late-night questions about whether you’re doing enough.
Here, you can bring all of it—without shame, judgment, or confusion.
This is financial planning designed for real life, where rigorous strategy is paired with empathy, clarity, and discretion.
Credentials & Affiliations.
What sets us apart.
✦ Financial planning that feels like therapy for your money.
With a background in both finance and psychology (plus years of studying how people really make money decisions), we hold space for the conversations most advisors avoid or overlook. Our work blends technical depth with deep listening, so you can feel seen, understood, and supported in every facet of your financial life.
✦ Independent, fee-only, fiduciary firm.
We don’t sell products, accept commissions, or receive compensation from third parties—ever. As a fee-only fiduciary firm, our only compensation comes directly from you, ensuring our guidance remains objective and aligned with your best interests.
Our independence gives us the freedom to design truly personalized strategies and relationships, with no corporate agenda or sales quota in the way.
✦ Boutique by design.
We don’t serve the masses. We serve you. Here, you won’t feel like a number or be passed between advisors and departments. Every client receives direct access, high-touch planning, and a trusted partnership designed to last through life’s most meaningful and most complex seasons.
Our approach.
At Innermost Wealth, we combine technical strategy with deep listening to help you make financial decisions that are aligned, informed, and emotionally grounded. We don’t just run the numbers — we bring your story, values, and lived experiences into the process.
Our goal is simple: for you to leave every conversation with greater clarity, deeper understanding, and a renewed sense of control.
FINANCIAL PLANNING FOR WOMEN & FAMILIES
Wealth guidance for the woman you are and the one you're becoming.
Money isn’t just math. It’s power, emotion, identity, and security. It holds the weight of your past and the shape of your future.
At Innermost Wealth, we offer more than financial advice. We offer a space to be seen, supported, and strategically guided through all of life’s complexities. Whether you’re climbing in your career, navigating divorce, managing equity comp, building a family, or rewriting your story altogether, we meet you where you are with a plan that evolves as you do.
This is wealth management that honors your whole self: the analyst and the artist, the caregiver and the creator, the practical and the possibility-driven.
We’re here to help you align your money with your life, not the other way around.
Money aligned with the life you want.
