We are delighted to share that Keener Financial Planning has been awarded Best Financial Advisor by readers of Living Magazine Keller for 2021. Thank you so much to all who voted for us. We are so grateful for each of our clients and supporters in the Keller community. You make our work fun and … [Read more...]
Top Wealth Managers 2020
We are delighted to share that Keener Financial Planning once again was included in the D Magazine Top Wealth Managers list for 2020. We were one of 33 firms named out of 43 applicants. According to D Magazine, a panel of esteemed local wealth managers reviewed the final list and the selection was … [Read more...]
Best Financial Planners 2020
We are honored to share that Patty Priddy and Jean Keener have been named to the D Magazine 2020 list of Best Financial Planners in Dallas. Each spring, D Magazine asks Certified Financial Planners in the Dallas-Fort Worth chapter of the Financial Planning Association to nominate their peers … [Read more...]
Rachel Songer CFP Advice to First Time Home Buyers
Rachel was recently asked by Redfin to provide financial advice to first time home buyers. She shared: We recommend that you have a good handle on where your money is going today. From here, forecast out what the expenses associated with the house will look like: mortgage payment, taxes, … [Read more...]
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