Schedule a private consultation.
get startedInitial Consultation
A 30-minute conversation with Kimberly to discuss your financial situation, what you're working toward, and whether working together makes sense.
Personalized Strategy
If we mutually decide to move forward, we begin our psychology-informed financial planning process and build a strategy around your life.
Ongoing Partnership
Structured review meetings throughout the year, continuous oversight, and objective guidance as your life and goals evolve.
30 minutes — complimentary, no obligation
Video meeting — phone available if preferred
Confidential — your privacy is priority
You'll meet with Kimberly — and possibly Gracie the Beagle
KimberlyFounder & Wealth Advisor
Gracie the Beagle
Finance
CFP® — CERTIFIED FINANCIAL PLANNER® Professional
CRPC® — Chartered Retirement Planning Counselor
Certified Divorce Financial Analyst® Education
BA Honors Finance, Michigan State University
13+ years in financial planning and investment management
Psychology
NLP Practitioner and Master Practitioner
Mindfulness-Based Cognitive Therapy (MBCT) Practitioner
Strategic Life Coaching Practitioner
BA Honors Psychology, Michigan State University
Initial Consultation
Is this a sales pitch? ⌵
No. This is a genuine conversation to learn more about your situation, answer questions, and determine whether working together feels like the right fit for both of us.
What should I prepare beforehand? ⌵
You don't need to gather detailed documents for this step. But, we do recommend spending a few minutes thinking about your current financial situation and what help you're looking for. We'll guide the conversation from there.
What is your approach to financial planning? ⌵
Our approach is straightforward, thoughtful, and collaborative. This is a safe 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 can simplify the complex, reduce stress, and is always on your side.
What makes Innermost Wealth different? ⌵
We integrate investment management with thoughtful financial planning and an awareness of the psychological side of money. The goal is to help you make clear, confident decisions while building a financial life that genuinely supports what matters most to you. Our independence allows us to craft a strategy customized uniquely to you.