BOUTIQUE FINANCIAL PLANNING & INVESTMENT MANAGEMENT
BASED IN MICHIGAN | 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.
We bring a rare blend of technical skill, emotional intelligence, and ethical grounding to every client relationship. Our credentials reflect our dedication to both professional excellence and human-centered planning.
WHY US
The Innermost difference.
✦ 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.
CLIENT IMPACT STORIES
Financial planning case studies.
Every financial journey is unique. These case studies illustrate how psychology-informed, fee-only financial planning helps women and families navigate life’s transitions — from career changes and divorce to retirement and multi-generation legacy planning. While hypothetical, they reflect the real challenges we help clients work through every day.
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Emily | Maximizing Career & Benefits
Balancing equity compensation, career decisions, and family priorities can feel overwhelming. Emily found clarity in her finances, alignment with her husband, and confidence in her next steps without carrying the weight alone.
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Rachel | Navigating Divorce
Divorce isn’t just about dividing assets. It’s about untangling the life you’ve built and finding a way forward. Rachel now has stability in her day-to-day finances, a long-term plan for her future, and the reassurance of knowing she doesn’t have to navigate it alone.
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David & Ana | Family in Transition
Between supporting children, caring for a parent, and planning their own retirement, David and Ana were juggling competing priorities. With a comprehensive financial plan, they now balance today’s needs with tax-efficient strategies and a clear path toward their family’s future.
Disclaimer: The above case studies are hypothetical and do not involve actual Innermost Wealth Management, LLC clients. They are presented for illustrative and educational purposes only and are not intended to guarantee or predict future outcomes. No portion of this content should be construed as a guarantee that any current or prospective client will experience the same or similar results, or level of satisfaction, if Innermost Wealth Management, LLC is engaged to provide investment advisory services. Actual client outcomes will vary.
THREE SIMPLE STEPS TO GET STARTED
How to work with us.
✦ Schedule your free consultation.
Share your story, your challenges, your questions, and what you’re looking for. This is a safe, no-pressure conversation to explore whether we’re a fit.
✦ Welcome to the Inner Circle!
If it’s a mutual fit, you’ll officially become a client and begin our psychology-informed planning process designed to bring clarity, confidence, and peace of mind to your financial life.
✦ Ongoing partnership for every season.
From career shifts to family transitions, we’ll walk alongside you with proactive guidance, ongoing management, and regular check-ins. Our boutique partnership is designed to adapt as your life evolves, so your money always stays aligned with the life you want. Today, tomorrow, and through every season.
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.
