We begin with a brief telephone conversation to discuss your general questions and to schedule an initial appointment with Jennifer Sanchez. We can be contacted at 630-219-3315 or via email at jlsanchez@integralfp.com. We request potential clients to complete a brief client profile to facilitate our initial meeting. Appointments can be scheduled at our Warrenville or Schaumburg meeting locations.
This initial appointment typically lasts one hour, during which we present a sample Comprehensive Plan and discuss your specific financial concerns. There is no charge for this appointment, nor is there a need to bring copies of personal documents. At the end of the appointment, Jennifer will provide you with a specific quote for your planning and explain the next steps to move forward in the process.
