Keener Financial Planning’s top focus is you. Our mission is to help you achieve your goals and be successful in your life and with your money. We understand that things don’t always go as planned. We are here to provide the financial knowledge and framework to accomplish your dreams and plan for the future — regardless of whether you feel like you’re on track right now or not.
Up-to-date knowledge is one of our strengths.
Jean Keener, principal, is a Certified Financial Planner™ professional and holds the Chartered Retirement Planning Counselor (CRPC®) designation. Jean also trained with the Kinder Institute of Life Planning on the 7 Stages of Money Maturity and is a member of the Garrett Planning Network, the National Association of Personal Financial Advisors, and the Financial Planning Association.
We’re flexible in working with you.
Comprehensive, long-term client relationships are our favorite because we feel it provides you with the most in-depth support and analysis to achieve your goals and gives us the best chance to get to know you, your values, and dreams. But we also recognize that based on your preferences or situation, a one-time engagement, quick check-up, or just getting a couple questions answered may work better for you. We’re fine with both of these approaches and are happy to work with you in whatever way suits your needs. We also don’t have any account minimums and work with people at all financial levels.
Fair and transparent pricing is a key focus.
As you probably know, this approach is not necessarily the norm in the financial services industry. We don’t accept any commissions or referral fees from third parties, so you know that there’s no conflict of interest with our product recommendations. We also post a full schedule of services on our website to give you an idea of typical price ranges before you meet with us. Once we have the get-acquainted meeting, we’ll provide the fee quote, show you how we came up with the amount, and work with you if we need to tweak the project based on your budget. Our goal is to keep your overall investing costs as low as possible while enabling you to make smarter financial decisions, sleep well at night, avoid pitfalls, and achieve your goals.
We do what we say we’re going to do. With Jean’s 10 years’ experience in corporate management, she developed skills of attention to detail, analysis, and follow through that make your relationship run smoothly and allow you to count on the accuracy and thoroughness of your financial plan.
Free Initial Consultation.
We’d love to have the opportunity to meet with you and see if Keener Financial Planning is a good match for you. We provide a free, no-obligation initial consultation to all potential clients. Please call us at 817-993-0401 or complete our contact form to schedule an appointment. Start Planning to Live Well today!