JESSICA LANNING JD, CFP®
Jessica Lanning JD, CFP® brings focus and perspective to your individual financial needs to identify your opportunities for investment and wealth. Regardless of what you’ve done before or what “mistakes” you think you’ve made, Jessica can help get you back on track quickly and safely. As a former practicing lawyer, she brings a comprehensive approach to legal, tax, and financial challenges so that her clients can enjoy peace of mind. A huge proponent of conscious decision-making, Jessica makes sure her clients are educated and informed so that they make sound decisions with clarity and confidence.
CONNECT WITH JESSICA
* Designing and implementing financial plans to increase liquidity, safety, and rate of return for high-income households ($200K+ year).
* Creating tax-free retirement income.
* Maximizing investment property ownership and equity.
* Sound, experienced advice delivered simply and thoughtfully
* Direct and straightforward communication
* First-rate service and customer care
* Confidence, clarity, vision, and intuition
By Jessica Lanning, JD, CFP® My CPA sent me my tax organizer yesterday. Ugh. We’re only in the first few weeks of January! Really?! He couldn’t have given me one more week of tax prep denial bliss?! Apparently not. The thing will now sit on my to-do list, glaring at...
By Jessica Lanning, JD, CFP® The holiday season is here. This should catch no one by surprise. Yet, it does. I learned long ago to manage my energy amid all the craziness – the parties, the shopping, the spending, the sugar, the alcohol, the daylight hours...
By Jessica Lanning, JD, CFP® This blog is for those of you who find yourself down a rabbit hole at the mention of a “better way” to invest. It goes something like this… As I was booting up to ski last week, this was the (paraphrased) conversation going on...
By Jessica Lanning, JD, CFP® I share the following story with you to illustrate why hiring a CFP is a great idea, but you need to be mindful of their limitations. I start by admitting that I fully fell prey to our teeth-obsessed culture. Not only did I have braces...
By Jessica Lanning, JD, CFP® Just when I think I’ve finally gotten through to my family, friends, clients and loved ones, it happens again – someone tells me about their recent (poorly considered) extra payment on their mortgage, relaying the story with pride. I don’t...
By Jessica Lanning, JD, CFP® This blog post is about when it’s time to concede that doing-it-yourself is no fun and it’s time to delegate. About a month ago I declared myself a master of maintaining my 80-year-old friend’s swim spa -- as if this is something for me...