Beginning in April 2021, we will offer clients the option to meet in person or virtually. We encourage everyone to make the choice that feels most comfortable to you.
Our mask policy is updated as of May 2021: In Keller, we encourage clients to use their discretion on masking. The majority of our team is vaccinated. If you would like to wear a mask and have our team members wear a mask during your meeting, we are happy to do so. If you are more comfortable without your mask, that’s completely fine with us also. At our office in Dallas, masks continue to be required for entering the building and while waiting in the public reception areas. Once settled in the meeting and socially distanced, we’ll discuss whether everyone is more comfortable with the masks off or on.
Keener Financial Planning team members will only be attending in-person meetings if they are symptom free and have not had any known exposure to COVID-19 in the past 2 weeks. We have also invested in air purifiers to improve air circulation and filtration in meeting spaces.
If you’ve scheduled an in-person meeting and are experiencing any COVID-19 symptoms or have had any potential exposure, we will gladly move the meeting to video. It’s never too late to make this change, so please reach out to us right away if there’s any cause for concern.
We want all of our team members and clients to be safe during this pandemic. We appreciate your support and participation in these efforts!