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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Free Financial Advice in Keller

September 8, 2009

Free financial advice will be available to residents of Keller, TX for Financial Planning Week October 5-12, 2009.  Many individuals and families are facing financial challenges or uncertainty right now.  Retirement plans are shifting.  Investments are volatile.  Jobs are less secure.  And debt is a bigger issue than ever.  In this environment, people are hungry for reliable, objective financial advice.

Keener Financial Planning has partnered with the Greater Keller Chamber of Commerce to provide two informational financial workshops at Keller Town Hall on Tuesday and Thursday evening, October 6 and 8 from 5 to 6:30 pm.  Both workshops are free and open to the public.  Tuesday evening’s topic is Financial Tranquility: Get Back to the Basics for a Stress-Free Financial Life.  Thursday’s topic is 7 Mistakes Smart Investors Make and How to Avoid Them.  There is limited space available, so attendees are encouraged to RSVP to [email protected] to reserve their seat.  Light refreshments and door prizes will be provided.

 

Keener Financial Planning will also be offering Free Financial Advice Friday on October 9.  I will be providing pro bono financial advice and coaching sessions all day at my office in Keller.  Times will be by appointment on a first-come, first-serve basis.  To participate in Free Financial Advice Friday, email [email protected] to request a time.

The purpose of Financial Planning Week is to raise awareness of the importance of financial planning in all of our lives and the value of getting objective advice to help you achieve your financial goals and dreams.  Please join me for one of these events and help spread the word about how a solid financial plan helps create a secure future.  Thank you!

Filed Under: Featured Posts, News, Seminars & Events, Your Finances Tagged With: financial planning week, free financial advice, Keller financial planning

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Keener Financial Planning
4 days ago

The summer 2026 financial planning newsletter is now available. In addition to our investment update and mid-year financial considerations, we share an overview of Trump / 530A accounts including how to find out if your children are eligible for any free money. We also answer the question: “Does your financial planner care how you spend your money?” And, we share reflections on what the World Cup and financial planning have in common. ... See MoreSee Less

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Summer 2026 Financial Planning Newsletter - Keener Financial Planning

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Trump / 530A accounts, World Cup Reflections, Spending Matters, and Investing Market update in our Summer 2026 financial planning newsletter.
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Keener Financial Planning
1 week ago

The World Cup caused us to reflect on how reality can often be better than expectations. ... See MoreSee Less

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Financial Planning and the World Cup: “This Isn’t What I Expected” - Keener Financial Planning

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What's the common thread we see between financial planning and this year's World Cup? "This isn't what I expected."
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Keener Financial Planning
1 month ago

In observance of Independence Day, our office will be closing at 3:00 p.m. on Thursday, July 2, and will remain closed through Friday, July 3.

We hope you have a safe, relaxing, and memorable weekend as we celebrate America's 250th birthday! Happy Independence Day!
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In observance of Ind
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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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