Jean  Keener

Jean Keener

| CFP®

Keener Financial Planning

Fee Only Financial Planner Located in Dallas, TX and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

3102 Maple Avenue
4th Floor
Dallas, TX 75201

200 N. Rufe Snow Drive
Suite 108
Keller, TX 76248

Jean Keener is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Jean Keener is the principal of Keener Financial Planning, LLC, a financial planning and Registered Investment Advisory firm in Keller, TX.  Keener Financial Planning provides objective financial advice for your unique situation on an hourly and flat fee basis.

As a contributor to Investing in an Uncertain Economy for Dummies, Jean provides expertise on navigating the challenging waters of today’s economic environment.  She understands that life doesn’t always go as planned, and focuses on providing the financial framework and knowledge to help you accomplish your goals and live your dreams.

One of Jean’s strengths is up-to-date knowledge.  She is a Certified Financial Planner™ professional and holds the Chartered Retirement Planning Counselor (CRPC®) and Certified Financial Divorce Specialist (CFDS) designations.  Jean also trained with the Kinder Institute of Life Planning on the 7 Stages of Money Maturity and is a member of the Garrett Planning Network, the National Association of Personal Financial Advisors, and the Financial Planning Association.

Jean opened Keener Financial Planning after a 10-year career in business management with companies ranging from 100 employees to Fortune 500 and leadership responsibilities for business units up to $40 million.  This experience drives the professional approach of Keener Financial Planning — ensuring a smooth experience for clients, consistent follow-through, and accurate, thorough attention to detail in planning.