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Kerrie Beene

  • 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.

About Kerrie

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.

My Areas of Expertise:

  • Comprehensive Financial Planning
  • Couples & Money
  • Debt Restructuring
  • Financial Paperwork Management
  • Finding Financial Peace
  • Funding a Child's Future
  • Independent Investment Analysis
  • Retirement Planning
  • Student Loan
  • Transitioning into Retirement Finances

My Credentials:

  • Southeastern Oklahoma State University, BA, Business Administration
  • Wake Forest University, Certificate in Financial Planning
  • Previous Founder of Beene Financial Planning
  • Member, NAPFA
  • Member, XYPN Network
  • Board Member, Southeastern Oklahoma State University, McCurtain County Campus
  • Board Member, MacLindley Foundation