Integral is compensated only by the fees paid by our clients; we do not accept commissions or receive any other compensation for recommending specific products.
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As a member of NAPFA Integral Financial Planning has taken the fiduciary oath. Fiduciaries are obligated to act in your best interest with undivided loyalty to you. This includes disclosing how the Advisor is compensated and any corresponding conflicts of interest.

Why "Fee Only"?

Integral adopted a fee-only financial planning approach so that we can work solely for our clients.  We are compensated only by the fees paid by our clients; we do not accept commissions or receive any other compensation for recommending specific products.  Therefore, Integral can be completely unbiased and objective in developing our recommendations.

Unfortunately, the vast majority of financial advisors in the United States are sellers of financial products.  Some or all of their income may be dependent upon their ability to steer their clients to a limited number of financial products.  The fee-only compensation model adopted by Integral avoids these conflicts of interest and places the clients’ interests first.

Jennifer Sanchez is Registered Advisor for the National Association of Personal Financial Advisors (“NAPFA”), the largest organization of fee-only planners.  NAPFA members have a fiduciary duty to their clients, and thus, must place the client’s best interests before their own.  To earn membership into his organization, Jennifer demonstrated her ability to provide sophisticated, comprehensive financial planning and must adhere to continuing education and ethical standards.  Jennifer currently serves as the President of the Midwest Regional Board of Directors for NAPFA.