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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Top Wealth Managers 2020

December 6, 2020 By Keener Financial Planning

Keener FInancial Planning team

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...]

Filed Under: News, Our Advice in the News Tagged With: Top Wealth Managers

Best Financial Planners 2020

December 5, 2020 By Keener Financial Planning

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...]

Filed Under: News, Our Advice in the News Tagged With: Best Financial Planners

Rachel Songer CFP Advice to First Time Home Buyers

December 1, 2019 By Jean Keener, CFP, CRPC

Rachel Songer CFP

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...]

Filed Under: Budgeting and Saving, News, Our Advice in the News, Your Finances Tagged With: home buying

D Magazine 2019 Top Wealth Managers and Best Financial Planners

November 21, 2019 By Jean Keener, CFP, CRPC

Certified Financial Planner professionals

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 24 firms named out of 42 applicants.  According to D Magazine, a panel of esteemed local wealth managers reviewed the final list and the selection was … [Read more...]

Filed Under: Featured Posts, News, Our Advice in the News Tagged With: best financial planner

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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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