If you think all wealth management firms are the same, think again. Some, like Keener Financial Planning, offer uncommon, yet refreshing and welcome services. Since 2008, Keener Financial Planning has established itself as a firm that assists clients from all different financial backgrounds. Regardless of a client’s asset size, income, or net worth, Keener Financial jumps in to help. It’s a fee-only financial planning firm that provides not only holistic guidance but also assists clients with individualized goals such as major purchases, college savings, and budgeting. Samuel Pond, a lead planner at Keener, says “helping clients with these decisions is one of the biggest reasons I got into financial planning."
When Jean Keener, founder, was looking for her own financial planner years ago, she wanted investment guidance, but also big-picture financial consultation. Because this was so difficult to find, it planted the seed for a business idea. “Our clients appreciate that we help them customize a plan unique to them,” Keener says. “We use a collaborative process, and we work with clients on an as-needed basis, meeting them where they are now and guiding them to where they want to be. This has been part of our DNA since the beginning.”
Patty Priddy, another lead planner at Keener Financial Planning, says the firm’s clients are often relieved that an appointment with a Keener planner doesn’t mean they are required to turn over their assets. “We can provide investment advice for clients to implement on their own or full-service wealth management, whichever works best for the client’s situation.”
Keener Financial Planning has grown through the years, starting with only Keener in 2008 to fourteen employees, nine of whom are CFPs®. Rachel Songer, lead planner and a Co-Owner of Keener, enjoys brainstorming with clients to develop tools and strategies, empowering them to meet their goals while giving a sense of accomplishment. “I love the accessibility of programs KFP provides, allowing you to help anyone at any level, including ‘do-it-yourself’ investors.”
The Keener team shares a desire to approach clients with respect and integrity, always offering objective fiduciary advice. With appointments available in person at their offices in Keller or Dallas or virtually via zoom, the planners are happy to provide a complimentary initial consultation to learn about your goals and see if you’re a good fit to work together. Advisory services are offered through Keener Financial Planning, LLC, an investment adviser registered with the U.S. Securities & Exchange Commission.