Integral Financial Planning LLC (“Integral”), is a fee-only comprehensive wealth management firm. Integral’s mission is to assist our clients in making their financial goals a reality.
The name Integral was chosen to reflect our financial planning philosophy. Integral is defined as all-encompassing, comprehensive and inclusive. The Integral Approach incorporates many different perspectives, styles and methodologies into a holistic plan. We review our clients’ entire financial situation, apply our extensive experience, and then construct a personalized plan.
Integral is a member of 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 this organization, Integral had to demonstrate its ability to provide sophisticated, comprehensive financial planning and must adhere to continuing education and ethical standards. Jennifer currently serves on the Midwest Regional Board of Directors for NAPFA.