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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Keener Financial Planning COVID-19 Safety Procedures Update

March 12, 2021

Kelli Hinton Director of Operations and her daughter

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 … [Read more...]

Filed Under: News Tagged With: COVID-19

Coronavirus Financial Planning Updates

April 1, 2020

The tax filing and payment deadline for your 2019 taxes has been extended to July 15.  It may still make sense to file your 2019 taxes sooner if it enhances your ability to qualify for the direct payment or receive it via direct deposit.  Estimated tax payments due on April 15 for 2020 are also … [Read more...]

Filed Under: Legislative Changes, News, Newsletters, Taxes, Your Finances Tagged With: COVID-19

How Keener Financial Planning is Staying Available During COVID-19

March 22, 2020

Keener Financial Planning team

We know this is a difficult time for everyone – concern about ourselves or our loved ones getting sick, social isolation, uncertainty, business disruption in many industries, difficulty getting all the groceries we want,  cancelled travel, and of course our investment portfolios. At Keener … [Read more...]

Filed Under: News Tagged With: COVID-19

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Keener Financial Planning
1 day ago

If you are an American Airlines pilot considering the MBCBP, the election window closes on December 15th. Rachel and Samuel have highlighted a few key points to help guide your decision-making.

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AA Pilots: Market Based Cash Balance Plan (MBCBP) - Keener Financial Planning

keenerfinancial.com

With the MBCBP election window closing on December 15th, Keener Financial Planning provides key points to guide your decision-making.
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Keener Financial Planning
1 day ago

We will be closing at 3 pm on Wednesday, November 26th through Friday, November 28th. Enjoy your Thanksgiving! ... See MoreSee Less

We will be closing a
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Keener Financial Planning
4 days ago

We compiled our clients' ideas on how to use the Your Money book to start a conversation with friends or family about money. Wishing you authentic connections and rich conversations this Thanksgiving week! ... See MoreSee Less

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How to talk about money - Keener Financial Planning

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We share client suggestions on how to use Carl Richards' book Your Money to talk about money with family and friends.
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Contact Us

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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