Keener Financial Planning

Keener Financial Planning is a Fee only Certified Financial Planner in Dallas, Ft. Worth, and Keller, TX. Call us to schedule today at (817) 993-0401.

817-993-0401 | [email protected]

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Our Services

Keener Financial Planning is flexible in providing a full range of comprehensive financial planning and investment advisor services.  In fact, we think that’s one of the great reasons to work with us.  Our favorite client relationship is an ongoing, comprehensive financial planning relationship because it provides you with the most in-depth financial analysis and support and gives us the best chance to get to know you, your values, and goals.  However, we also recognize that depending on your preferences and situation, a one-time engagement or quick check-up may be a better fit.   And we’re happy to work with you in whatever way is best-suited for you.

We also recognize that some people want full-service investment management as part of their financial planning relationship, and others prefer to implement our advice on their own.  Either is fine with us, and we optimize our recommendations for the independent custodian you plan to use for implementation.

We’re an SEC-registered investment advisor*, and our services go well beyond just investment advice.  We provide advice on issues including:

  • Rachel Songer, CFP®
and Trista Jacobs, CFP® financial planningRetirement planning
  • Investment analysis and management
  • Retirement distribution and tax planning
  • Social security timing
  • Pension analysis including lump sum and survivor options
  • Long-term care funding
  • Insurance review and recommendations
  • Restricted stock and stock options
  • Deferred and other executive compensation
  • Small business retirement plans
  • 401(k), 403(b), and other employer plan allocations
  • College planning
  • Financial decision support including saving for a home, how much to spend on a car, how much emergency fund you should have
  • Tax planning
  • Employment benefits

You may review sample packages and get more information on pricing on the Fee Schedule page.

Here’s also a list of some of the services we don’t provide.

*Be advised that SEC registration does not imply a certain level of skill or training.

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Keener Financial Planning
4 days ago
Keener Financial Planning

The newsletter includes an invitation to our upcoming book club, as well as our quarterly update on the investment markets. In addition, we share planning ideas around open enrollment and 2026 catch-up contributions for high earners. We also have shutdown financial planning guidance for federal employees. And we share our latest team update. ... See MoreSee Less

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Fall 2025 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

Our fall 2025 financial planning newsletter is now available. It includes an invitation to our upcoming book club, as well as our quarterly update on the investment markets. In addition, we share plan...
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Keener Financial Planning
1 week ago
Keener Financial Planning

Financial Planning Tips for federal employees during the shutdown: ... See MoreSee Less

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Financial Planning Tips during the Shutdown - Keener Financial Planning

keenerfinancial.com

Financial planning tips for federal employees on how to manage the shutdown for those with an emergency fund and without one.
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Keener Financial Planning
1 week ago
Keener Financial Planning

If your W2 income is over $145,000 in 2025 and you're making pre-tax catch-up contributions in your 401k, your savings for next year will need to change. We've got the details plus potential strategies! ... See MoreSee Less

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Catch-Up Contributions in 2026 - Keener Financial Planning

keenerfinancial.com

Catch-up contribution rules for high earners in 2026 require a little navigating. Learn the options available to you here.
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Contact Us

Main Office:

1692 Keller Parkway
Keller, TX 76248

Ph: 817-993-0401
Fax: 817-993-0002

Satellite Office:

2626 Cole Avenue, 3rd floor
Dallas, TX 75201

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