We are delighted to share that Keener Financial Planning once again was included in the Top Wealth Managers in DFW list for 2019. We were one of 21 firms named. According to D Magazine, the selection was based on the following criteria: Total assets under management for individual clients … [Read more...]
Kids and Money with Financial Planner Patty Priddy
Keener Financial Planning is proud to be participating in the Dream Big Sammy Rabbit program on Kids and Money. To help with the program, Patty Priddy, CFP®, recently shared her some of her early experiences with money and her perspective on how to raise money-smart kids. She focuses on the … [Read more...]
Paying Off Debt in 2016
One of KFP's Financial Planners Beth Shurtz was quoted in the International Business Times on the key first steps on paying off credit cards and getting out of debt. “Get all the statements and plug them into a software or a basic Excel spreadsheet to help prioritize which ones should be knocked … [Read more...]
In the News: Female Financial Advisors Sought
I recently had the opportunity to visit with reporter Danielle Trubow about my experiences in becoming a financial planner for her article on the shortage of female financial advisors. I started Keener Financial Planning in 2008 to be able to provide objective, fee only financial planning and … [Read more...]
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