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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Get to Know the Keener Financial Planners

We think you should ask a bunch of questions before hiring a financial planner!  The National Association of Personal Financial Advisors (NAPFA) provides a helpful guide to finding a financial advisor and the questions you should ask on their website.  We try to make the process as easy as possible by having all of our lead financial planners answer NAPFA’s recommended questions at the links below.

Interview with Jean Keener, CFP®, CRPC™

Jean Keener, fee only, as-needed financial planner in Keller, TX

 

Interview with Rachel Songer, CFP®

 

Interview with Samuel Pond, CFP®

Samuel Pond, CFP, Financial Planner

 

Interview with Trista Jacobs, CFP®, CPA*

Trista Jacobs, CFP, CPA

 

Interview with Beth Shurtz, CFP®, CRPC™

 

Interview with Steven Myers, CFP®

Steven Myers, fee-only, as-needed Certified Financial Planner

 

*Keener Financial Planning is not a CPA firm.

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Keener Financial Planning
4 hours ago
Keener Financial Planning

A very helpful Q&A from Forbes on the provisions in the new law! This bill went through a lot of revisions, so Forbes covers some of the provisions that actually made it into the final version (and what didn't). ... See MoreSee Less

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Answers To Your Individual Tax Questions About The One Big Beautiful Bill Act

advisorstream.com

Got questions about the new deductions for seniors, tips, overtime and car loans? Here’s what readers have been asking—and the answers—about those, as well as other updated tax provisions.
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Keener Financial Planning
1 week ago
Keener Financial Planning

We will be closing at 3 pm today (7/3) and remain closed for Friday (7/4).

Wishing everyone a happy and safe 4th of July weekend!
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We will be closing at 3 pm today (7/3) and remain closed for Friday (7/4).  

Wishing everyone a happy and safe 4th of July weekend!
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Keener Financial Planning
3 weeks ago
Keener Financial Planning

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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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