Integral Financial Planning

At Integral Financial Planning, LLC, we are dedicated to providing comprehensive wealth management services to individuals and families. Our mission is to help our clients achieve their financial goals and make informed decisions about their financial futures. We believe that a comprehensive financial plan can be beneficial to all clients, regardless of their age or situation.

Meet the Advisor

Our team is led by Jennifer Lynn Sanchez, a certified financial planner (CFP) and certified public accountant (CPA). With over two decades of experience in the financial services industry, Jennifer has a deep understanding of the complexities of personal finance and investment management. She is passionate about helping her clients achieve their financial goals and works diligently to provide the highest quality of service to each and every client.

Services Overview

At Integral Financial Planning, LLC, we offer a range of services designed to help our clients achieve their financial goals. Our services include:

• Initial Financial Plan: We believe that a comprehensive financial plan is essential for individuals and families to achieve their financial goals. Our Initial Financial Plan service provides a customized assessment of your financial situation and goals.

Our comprehensive financial planning service includes:

• Analysis of your financial situation and goals
• Development of a customized financial plan
• Creation of a comprehensive financial plan that includes:

+ Investment strategies

+ Tax planning

+ Retirement planning

+ Estate planning

+ Wealth transfer strategies

Comprehensive Wealth Management

Our Comprehensive Wealth Management service provides a long-term relationship with our firm. This service includes:

• Annual Financial Review
• Quarterly portfolio reviews
• Ongoing communication and guidance

Why Fee-Only?

At Integral Financial Planning, LLC, we believe that a fee-only approach is the best way to ensure that our clients receive unbiased advice. We do not accept commissions or other forms of compensation from financial institutions, which means that our advice is always in the best interest of our clients. Our fees are transparent and competitive, and we believe that our fee-only approach provides our clients with the highest level of service and expertise.

Get Started

If you are ready to take control of your financial future, contact us today to schedule a consultation with our expert team. We look forward to working with you!