Psychology-informed financial planningFinancial planning that honors your whole self.
Your financial life does not exist in isolation. It is shaped by your career, your relationships, your values, and the season of life you are in right now.
At Innermost, financial planning is designed to help you make thoughtful, confident decisions in the real world, not just on paper. Whether you are building wealth, navigating complexity, or preparing for a meaningful transition, the work is practical, personal, and grounded.
This is planning that adapts as your life evolves.
Clarity for the decisions that matter most.
Clarity without pressureMany high-achieving women carry financial responsibility alongside demanding careers and full lives. Even when things are objectively “going well,” decisions can feel heavy, uncertain, or emotionally charged.
Our role is to bring structure and perspective so you can move forward with confidence.
We help you:
Identify what truly matters so decisions feel aligned, not reactive
Turn long-term goals into clear, actionable next steps
Navigate complexity without urgency or pressure
Stay grounded through change, growth, and uncertainty
The goal is not optimization for its own sake. The goal is a financial life that feels intentional, steady, and supportive.
Our Process
Our work follows a proven, human-centered process designed to adapt to the way real life unfolds.
Financial planning is both a science and an art. It requires structure, but also room to breathe. That’s why we anchor our work in the CFP® Board’s trusted 7-step process, then distill it into intentional phases that are clear, human, and aligned with the way real life unfolds.
We use this structure not only for its thoroughness, but for its compassion. It makes space for complexity, for emotion, and for the deeply human side of financial decision-making. Whether you’re navigating a transition, building toward freedom, or seeking greater grounding with your money, we’ll be with you every step of the way.
Thoughtful planning, supported by technology.
Tools that support, not replaceWe use secure, modern financial planning tools to support organization, collaboration, and complex decision making. These tools help bring precision to your finances and lifestyle, but they never replace judgment, nuance, or human connection.
Technology supports the work. The relationship is the work.
From overwhelm to order.
When your financial life lacks structure, everything feels more difficult than it needs to be.
When it is organized around your priorities, decisions become clearer and stress begins to ease. When your money is aligned with the life you are building, progress compounds naturally over time.
This is wealth management designed for real life.
Let us guide you to a financial peace of mind.
