What happens on the introductory call?

This is a relaxed conversation to learn about your financial situation, what you’re working toward, and whether working together may be a good fit. You’re welcome to ask questions about our process, services, and what an ongoing advisory relationship looks like. If it feels like the right next step for both of us, we’ll talk through how to move forward.

Is there a cost to schedule?

No. The introductory consultation is complimentary. The purpose is to give you space to talk through your situation and determine whether an ongoing advisory relationship would be valuable for you.

What should I prepare beforehand?

You don’t need to gather detailed documents ahead of time, but it can be helpful to spend a few minutes thinking about the financial questions or decisions that prompted you to reach out. Many people come to this conversation because something in their financial life feels complex, uncertain, or ready for the next stage of planning. That context helps us make the most of our time together. We’ll guide the conversation from there.

What is your approach to financial planning?

Our approach is straightforward, thoughtful, and collaborative. Financial decisions often carry emotional weight, especially during major life transitions. We combine technical financial planning with an awareness of the human side of money so we can approach those decisions with both clarity and perspective. This is a space where you can ask questions, speak openly about what’s on your mind, and work through financial decisions without judgment. Our role is to be a steady, objective partner who is on your side.

What makes Innermost Wealth different from other financial advisors?

Innermost Wealth was built around the belief that financial planning should support the whole person, not just their net worth statement. Many advisory relationships focus primarily on investment management. While investments are important, the most meaningful financial decisions often involve career changes, family dynamics, life transitions, and long-term priorities. Our work integrates investment management with thoughtful financial planning and an awareness of the psychological side of money. The goal is to help clients make clear, confident decisions while building a financial life that genuinely supports what matters most to them.

Schedule a consultation.

What to expect.

This is a no-pressure conversation to explore your current financial landscape, what you’re working toward, and whether an ongoing wealth management relationship with Innermost Wealth is the right fit.
You’ll meet directly with our founder, Kimberly (with a possible guest appearance from Gracie the Beagle).
Meetings are held securely via Google Meet, with phone available if preferred. You’ll receive a confirmation email with all details once scheduled.
Select a day and time on the calendar below and answer a few brief questions to get started.

What happens next.

1. Initial Consultation

You’ll meet with Kimberly for 30 minutes and discuss your current financial situation and lifestyle. This conversation is designed to assess fit and determine next steps.

2. Personalized Planning

If we mutually decide to move forward, we’ll formalize the relationship through an agreement and begin our psychology-informed financial planning process.

From there, we develop a customized, comprehensive strategy and coordinate the transition of your financial accounts to ensure everything works together seamlessly.

3. Ongoing Strategic Management & Support

Once your plan is established, we move into an ongoing advisory relationship with structured review meetings held throughout the year. We provide continuous oversight, make adjustments as life evolves, and provide objective guidance so your financial strategy remains aligned with your goals over time.

Frequently asked questions about the initial consultation.

This is a relaxed conversation to learn about your financial situation, what you’re working toward, and whether working together may be a good fit.
You’re welcome to ask questions about our process, services, and what an ongoing advisory relationship looks like. If it feels like the right next step for both of us, we’ll talk through how to move forward.
No. We don’t like those either :)
You don’t need to gather detailed documents ahead of time, but it can be helpful to spend a few minutes thinking about the financial questions or decisions that prompted you to reach out.
Many people come to this conversation because something in their financial life feels complex, uncertain, or ready for the next stage of planning. That context helps us make the most of our time together.
We’ll guide the conversation from there.
Our approach is straightforward, thoughtful, and collaborative.
Financial decisions often carry emotional weight, especially during major life transitions. We combine technical financial planning with an awareness of the human side of money so we can approach those decisions with both clarity and perspective.
This is a space where you can ask questions, speak openly about what’s on your mind, and work through financial decisions without judgment.
Our role is to be a steady, objective partner who is on your side.
Innermost Wealth was built around the belief that financial planning should support the whole person, not just their net worth statement.
Many advisory relationships focus primarily on investment management. While investments are important, the most meaningful financial decisions often involve career changes, family dynamics, life transitions, and long-term priorities.
Our work integrates investment management with thoughtful financial planning and an awareness of the psychological side of money. The goal is to help clients make clear, confident decisions while building a financial life that genuinely supports what matters most to them.