Jean Keener is the principal of Keener Financial Planning in Keller, Texas in the Dallas/Forth Worth metro. She holds the Chartered Retirement Planning Counselor (CRPC®) and Certified Financial Divorce Practitioner (CFDP®) designations and has completed the CFP® training and comprehensive exam. Jean also trained with the Kinder Institute of Life Planning on the 7 Stages of Money Maturity. In addition, Jean averages 4x the industry standard for continuing education and is a member of the Garrett Planning Network, the National Association of Personal Financial Advisors, and the Financial Planning Association.
We are focused on providing clients a comprehensive, long-term relationship because we feel it provides you with the most in-depth support and analysis to achieve your goals and gives us the best chance to get to know you, your values, and dreams. But we also recognize that based on your preferences or situation, a one-time engagement, quick check-up, or just getting a couple questions answered may work better for you. We’re fine with both of these approaches and are happy to work with you in whatever way suits your needs. We also don’t not have any account minimums and work with people at all financial levels.
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(817) 993-0401
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