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Kimberly Houston (CFP®, CRPC®)

Kimberly Houston focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

• Investment Management

• Comprehensive Financial Planning

• Divorce Financial Planning

• Equity Compensation and Stock Plans

• Life Transitions and Behavioral Finance

• Retirement Planning

• Tax Planning Strategies

• Insurance and Risk Management

• Cash Flow and Budgeting

• Family and College Planning

Additional Information

Meet Kimberly

Hello, I’m Kimberly — Founder and Wealth Advisor of Innermost Wealth Management, LLC. With over 12 years of experience and a background in both finance and psychology, I help make money conversations clear, comfortable, and meaningful. My approach is warm, transparent, and grounded in long-term partnership. I’m here to support you through the evolving seasons of your financial life journey.

Clients often tell me they leave our conversations feeling understood, empowered, and confident in their next steps. Whether you’re navigating retirement planning, managing equity compensation, building wealth with a partner, or rebuilding after a life transition, we’ll work together to create a plan that feels aligned and sustainable — one that reflects not just your financial goals, but your values, emotions, and lived experience.

Beyond the Numbers

I’ve had the privilege of visiting 30 countries and 40+ states, with a special love for often-overlooked regions. These experiences have deepened my appreciation for different perspectives and living with intention. At home, I enjoy simple pleasures: cooking, photography, reading, and spending time with my Beagle

Education, Certifications, & Licenses

• Bachelor of Arts in Finance, Michigan State University (Honors College)

• Bachelor of Arts in Psychology, Michigan State University (Honors College)

• 2016 - CERTIFIED FINANCIAL PLANNER® Professional

• 2017 - Life, Accident & Health Insurance License (no product sales or commissions)

• 2017 - Variable Annuities License (no product sales or commissions)

• 2020 - Chartered Retirement Planning Counselor?

• 2022 - Mindfulness-Based Cognitive Therapy (MBCT) Practitioner

• 2022 - Strategic Life Coaching Practitioner

• 2024 - Certified Divorce Financial Analyst® Candidate

NAPFA Start Date

May 09, 2025

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

41 Crossroads Ln # 1304 Troy, MI 48083
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