Beth Shurtz joined Keener Financial Planning in 2014, and was a member of the planning team until 2018. After taking several years off to attend to some family responsibilities, Beth rejoined the firm in 2022.
Beth is a Certified Financial Planner™ (CFP®) Professional and holds the Chartered Retirement Planning Counselor™ (CRPC®) designation. She received her undergraduate degree from Baylor University.
Beth and her husband Todd have lived in the area for more than 20 years, and they have two grown sons.
Outside of work, Beth loves spending time with friends as well as her extended family. Her other interests include hiking, reading, gardening, and especially pickleball. Beth shares more about how she became a financial planner and answers questions you should ask a financial planner on the Interview Beth page.
Professional Designations
CERTIFIED FINANCIAL PLANNER™ Professional
Chartered Retirement Planning Counselor (CRPC)
Affiliations
Financial Planning Association
Garrett Planning Network
National Association of Personal Financial Advisors
Click the 'Book Intro Call' button above to learn more about our process and how to contact us to to get started. Our process is flexible based on each individual or family’s needs and desires. We look forward to speaking with you.
Offers Investment Management
Yes
About our Firm
Keener Financial Planning’s top focus is you. Our mission is to help you achieve your goals and be successful in your life and with your money.
We understand that things don’t always go as planned. We are here to provide the financial knowledge and framework to accomplish your dreams and plan for the future — regardless of whether you feel like you’re on track right now or not.
✔️ Up-to-date knowledge is one of our strengths.
You will benefit from our independent, personalized advice and resources available to our team of Certified Financial Planner™ professionals. In addition to our team’s experience and training, we utilize industry-leading software and strategize frequently with other like-minded financial advisors to give you the best advice. All Financial Planners are NAPFA-Registered Financial Advisors and members of the Garrett Planning Network and Financial Planning Association.
✔️ We’re flexible in working with you.
Whether you are looking for a comprehensive, long-term relationship or a quick check-up on your current situation, we are here to help you attain your goals with the option that works best for you. With no account minimums, we work with clients at a wide range of financial levels.
✔️ Fair and transparent pricing is a key focus.
As you probably know, this approach is not necessarily the norm in the financial services industry. Keener Financial Planning is not affiliated with any bank, brokerage firm, or insurance company nor do we accept commissions or referral fees from third parties, so you know there’s no conflict of interest with our product recommendations. We also post a full schedule of services on our website to give you an idea of typical price ranges before you meet with us. Our goal is to keep your overall investing costs as low as possible while enabling you to make smarter financial decisions, sleep well at night, avoid pitfalls, and achieve your goals. We work solely for our clients as fee-only fiduciaries.
✔️ We’re professional.
We do what we say we’re going to do. With Jean’s 10 years’ experience in corporate management, she developed skills of attention to detail, analysis, and follow through that make your relationship run smoothly and allow you to count on the accuracy and thoroughness of your financial plan.
✔️ Free Initial Consultation.
We’d love to have the opportunity to chat with you and see if Keener Financial Planning is a good match for you. Please call us at 817-993-0401 or click the 'Book Intro Call' button above to start the process. Start Planning to Live Well today!
Education
Baylor University, Bachelor of Arts (B.A.), Computer Science
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.