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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Kids and Money with Financial Planner Patty Priddy

May 9, 2019

Keener Financial Planning is proud to be participating in the Dream Big Sammy Rabbit program on Kids and Money.  To help with the program, Patty Priddy, CFP®, recently shared her some of her early experiences with money and her perspective on how to raise money-smart kids.  She focuses on the … [Read more...]

Filed Under: Featured Posts, News, Our Advice in the News Tagged With: kids and money

Free Financial Webinars

July 10, 2009

The National Association of Personal Financial Advisors is starting a new series of free webinars on various financial topics including Money 101, Kids & Money, Investing Basics, Protecting What you Have, and more.  These sessions are designed to provide a convenient, accessible way to get … [Read more...]

Filed Under: Budgeting and Saving, Debt Management, Featured Posts, Investing, News, Seminars & Events, Your Finances Tagged With: financial education, free financial education, insurance, Investing, kids & money, kids and money, money basics, NAPFA, National Association of Personal Financial Advisors

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Keener Financial Planning
6 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

keenerfinancial.com

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
2 weeks 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

keenerfinancial.com

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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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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