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]

  • About Us
    • Our Company
    • Our Services
    • Our Process
    • Meet our Team
    • Affiliations
    • Fee Schedule
    • Disclosure
  • Financial Planning
    • Planner Interview Questions
    • How Planners Are Paid
  • Resources
    • Client Log-In
    • Forms
  • Blog
  • Contact Us

Keener Financial Planning COVID-19 Safety Procedures Update

March 12, 2021 by Jean Keener, CFP®, CRPC™

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 by Jean Keener, CFP®, CRPC™

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 by Jean Keener, CFP®, CRPC™

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

Free E-Newsletter

Email Newsletter

Sign up to receive free financial planning email updates. We'll never sell your address or spam you.

Latest from Facebook

Comments Box SVG iconsUsed for the like, share, comment, and reaction icons
Keener Financial Planning
6 days ago

Founder Jean Keener is featured in this article from Kiplinger about the Garrett Planning Network and how to find a fee-only, as-needed financial planner. ...

Shared link preview image

Ordinary Americans Need Financial Advice, Not a Sales Pitch — and This Professional Network Wants to Help

www.kiplinger.com

The Garrett Planning Network of financial professionals aims to break down the barriers stopping ordinary Americans from getting the unbiased guidance they need.
View on Facebook (opens in a new tab)
· Share
Share on Facebook (opens in a new tab) Share on Twitter (opens in a new tab) Share on LinkedIn (opens in a new tab) Share by Email (opens in a new tab)
Keener Financial Planning
2 weeks ago

...

View on Facebook (opens in a new tab)
· Share
Share on Facebook (opens in a new tab) Share on Twitter (opens in a new tab) Share on LinkedIn (opens in a new tab) Share by Email (opens in a new tab)
Keener Financial Planning
2 weeks ago

The fall 2026 financial planning newsletter includes investment market perspective, the social security 2027 COLA, year-end planning deadlines, and more! ...

Shared link preview image

Fall 2026 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

The fall 2026 financial planning newsletter from the Keener team includes investment perspective, annual inflation updates, and more.
View on Facebook (opens in a new tab)
· Share
Share on Facebook (opens in a new tab) Share on Twitter (opens in a new tab) Share on LinkedIn (opens in a new tab) Share by Email (opens in a new tab)

Discuss if we’re a good fit for you

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

  • Email
  • Facebook
  • Instagram
  • LinkedIn
  • Twitter

FORM CRS RELATIONSHIP SUMMARY (ADV Part 3) · Copyright © 2026 Keener Financial · All Rights Reserved