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.

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Boutique Financial Planning & Investment 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.

Discover Who We Are 
PSYCHOLOGY-INFORMED WEALTH MANAGEMENT

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.

See How We Work 
Impact Stories

Real-life planning decisions, thoughtfully navigated.

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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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Family in Transition

Between supporting children, caring for a parent, and planning their own retirement, David and Ana were juggling competing priorities. With a financial plan, they now balance today’s needs with tax-efficient strategies and a clear path toward their family’s future.

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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 daily finances, a long-term plan, and the reassurance knowing she doesn’t have to navigate it alone.

You’re not alone in wondering.

Our most asked questions before getting started.

Answer

Credentials & Affiliations

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THREE SIMPLE STEPS TO GET STARTED

How to work with us.

Complementary Consultation

Share what you’re navigating and what you’re looking for. This is a calm, no-pressure conversation to explore whether working together makes sense.

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The Inner Circle

If it’s a mutual fit, we confirm our partnership and begin our psychology-informed planning process, designed to bring structure, clarity, and confidence to your money.

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Ongoing Partnership

We provide proactive planning and investment management through life’s transitions, ensuring your strategy remains aligned as your goals and circumstances evolve.

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FINANCIAL PLANNING FOR WOMEN & FAMILIES

Wealth guidance for the woman you are and the one you're becoming.

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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.

Meet Kimberly

See how we can help you make the most of your money and your life.

Schedule a consultation