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 above and answer a few brief questions to get started.

We can’t wait to meet you.

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.