Several of our team members recently shared what it’s like working at Keener Financial Planning in a series of short videos. Careers are at our firm are appealing to Certified Financial Planner(TM) professionals who are passionate about fee-only planning and being accessible to clients from all walks of life. To learn more about joining our team, visit the Join Our Team page.
Jean Keener shares what’s different about working at Keener Financial Planning as compared to other financial services firms.
Lead Planner Rachel Songer, CFP, shares why she chose to build her career and become a Co-Owner at Keener Financial Planning.
Steven Myers, Keener Financial Planning’s first intern in 2021, shares what it was like to intern with the fee-only firm in Keller, TX.
Lead Planner Patty Priddy, CFP, shares why she as a career changer chose to work at Keener Financial Planning.
Samuel Pond shares how Keener Financial Planning’s unusual fee-only, as-needed business model allows financial planners to look at a client’s entire situation. He especially likes how investments are just the starting point, and planners get to also focus on all the other life decisions — like home purchases and paying down debt.