- Financial Coach
A Personal Note from Kerrie
My own personal financial journey has taught me that while they’re important, life is more than numbers.
Finding joy in the journey towards personal goals is key.
A smart plan with a lot of heart goes a long way to keeping daily financial decisions in line with your long term goals.
I began my career in financial planning by starting my own company, Beene Financial Planning. Having the desire to work as a team, I then joined Irvine Wealth Planning Strategies (now known as Rooted Planning Group).
My roots in Southeast Oklahoma have given me great insight into the need for financial planning that is not just investment focused but also focused on all the other financial planning decisions. I enjoy, and work best, with those who are ready to take control of their finances and use their money to fulfill their goals and dreams.