Jennifer Sanchez (BS, CFP®, CPA)
Jennifer Sanchez focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Integral Financial Planning LLC is a comprehensive wealth management firm. We review our clients' entire financial situation, apply our extensive experience, and then construct a customized plan. Our customized strategies include the areas of cash management, investments, retirement analysis, college planning, risk management, estate planning and other financial topics identified through the comprehensive review process. Additionally, we offer Investment Management services and personal income tax return preparation.
Additional Information
Jennifer L. Sanchez is an educated, compassionate woman whose skill set and experiences suite her well for a role in financial planning. Jennifer is passionate about helping clients achieve their goals, and works diligently to provide the highest quality of work to each and every client. She served on the Midwest Regional Board of Directors for NAPFA to help promote fee-only planning, and served on the NAFPA Consumer Education Board (NCEF). Jennifer attended the University of Illinois in Champaign/ Urbana from which she graduated with High Honors and a Bachelors of Science degree in Accountancy. In 1994, she passed the Certified Public Accountant (CPA) Exam in Illinois and began working for Arthur Andersen LLP in Chicago. While at Andersen, Jennifer was assigned to challenging public and private companies as an experienced audit manager. In 2002, Jennifer pursued a new career in financial planning. From 2002 to 2008, Ms. Sanchez worked for a fee-only financial planning firm. During this time, Jennifer completed the required courses in Financial Planning and passed the comprehensive Certified Financial Planner (CFP) Exam. In 2008, Ms. Sanchez started Integral Financial Planning LLC in Naperville, Illinois. Jennifer is a Registered Investment Adviser with the State of Illinois, and maintains compliance with the continuing education and other requirements set forth by the CFP Board and Illinois Department of Professional Regulators. In addition, Jennifer prepares personal income tax returns for her clients.
NAPFA Start Date
September 15, 2008
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