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.
✆ 415.354.5699
✉ admin@lanningfinancial.com
CONNECT WITH JESSICA
Offerings
* 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
FINDING YOUR FINANCIAL THINKING PARTNER WITH JESSICA LANNING JD, CFP®
JESSICA’S BLOG
Why You Need a Password Vault
By Jessica Lanning, JD, CFP® If you're still keeping your passwords on a sticky note or a spreadsheet, it's time to upgrade to the 21st century, my friend. No one wants to be a victim of fraud or identity theft. That's why you need a password vault. ...
Gratitude Tips for the Ungrateful, the Skeptical, and the Stubborn
By: Jessica Lanning, JD, CFP® Attention those who "know you should practice gratitude" and are resistant, resentful, bad at it, skeptical, stubborn, or downright haters: This article is for you. Here are some suggestions for muddling through this season of...
The Magic and Misgivings of Big Money
By: Jessica Lanning, JD, CFP® In the frenzy of a $2 billion Powerball prize, two phenomena came into sharp focus. First, dreams about big money are a good thing; and second, big money is humbling. Let me explain. You Have Permission To Play the Lottery Good grief. If...
Rising Interest Rates Can Be a Good Thing for Your Portfolio
By Jessica Lanning, JD, CFP® The most commonly owned asset -- a bond -- is also the most misunderstood by and mysterious to consumers. They buy them because they're told to (40% of your portfolio!) and are told they will be the "balance" to a down stock market....
Top Strategies for Avoiding Overspending When You Get an Extra Windfall
By Jessica Lanning, JD, CFP® It's always a great feeling when you get a little bit of extra money, whether it's through a bonus at work or a raise, a gift or an inheritance, or the sale of an asset. This is often an opportunity to buy something or spend money...
Reverse Mortgages: A Great Tool for the Right Situation
By Jessica Lanning, JD, CFP® Reverse mortgages are a great way for homeowners over 62 to access the equity they have built up in their homes. These mortgages can provide cash flow for retirees, help them stay in their homes, and more. However, reverse mortgages are...
