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.

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Best Financial Planners and Top Wealth Managers – D Magazine 2022

November 10, 2022 By Keener Financial Planning

D Magazine Best Financial Planners 2022

D Magazine has once again released their Best Financial Planners and Top Wealth Managers lists for 2022. We're super thrilled to be included in both of them. Patty Priddy and Jean Keener have been named to the Best Financial Planners list.  According to D Magazine, they compile the list by … [Read more...]

Filed Under: News Tagged With: Best Financial Planners, Top Wealth Managers

Why No One Needs a Budget

March 18, 2021 By Keener Financial Planning

A Spending Plan vs. a Budget

No one needs or should use a budget. I realize this may seem like a bold statement. Before you begin forming arguments to disagree with me, please understand that I am a huge fan of spending plans. But I hate budgets. Budgets are difficult to maintain because people don’t like feeling restricted … [Read more...]

Filed Under: Budgeting and Saving, Living Well, News, Your Finances Tagged With: budgeting, cash flow, financial goals, money and values, Spending Plans

Estate Planning for 21st Century Couples

February 17, 2021 By Keener Financial Planning

Estate Planning

Our clients have many different preferences, and we love to see when someone is intentional about what’s right for them. In this article, we'll focus on two examples of modern decisions that are becoming increasingly common. For couples who embrace these choices, the benefits can far outweigh the … [Read more...]

Filed Under: Estate Planning, News, Your Finances Tagged With: couples and money, estate planning

How to Become Financially Fit in 2021

January 1, 2021 By Keener Financial Planning

Financially Fit 2021

by Christina Slavonik, CFP(R) Oh, yes!  It’s that time of year again! It's time to list out resolutions or goals that we would like to accomplish this year.  There may be some “rollovers” from 2020!  One important resolution to add to your list is to be financially fit.  It’s not something … [Read more...]

Filed Under: Budgeting and Saving, Investing, News, Your Finances Tagged With: 401(k), budgeting, health insurance, Investing, personal finance, Retirement, retirement planning, Taxes

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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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