Effective March 2022
Click here for a printer-friendly version.
KFP offers modular financial planning services. That means that the scope of our work together can be as comprehensive or as narrow as you would like and you will only pay for the planning you need.
We are fee-only. KFP receives no referral fees or commissions from any third parties. Being fee-only allows us to focus exclusively on your best interest and provide objective recommendations to help you achieve your financial goals. It can often-times save you a lot of money too!
We are able to provide a flat-fee quote for services at the conclusion of the complimentary consultation most of the time. With the flat-fee quote, as long as we stay within the original scope of our project, you won’t be charged any incremental hourly fees.
You have three primary options in how we work together. Please click on the name of each option for details.
Live Planning
Meeting to work together on your financial goals
Project
An in-depth financial planning engagement
with the option to re-engage in the future as needed
Retainer services
Ongoing in-depth financial planning, investment management, and
working together to meet your financial goals throughout the year
This information is for general reference and discussion purposes only. A signed and dated Advisory Agreement is the only official source of fee quotes and the only binding offer for service recognized by Keener Financial Planning, LLC. Actual fee estimates may differ due to specific client information.
Keener Financial Planning accepts payment by credit card or check. Please click here to submit a credit card payment.