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
Finding Your Financial Why: Turning Goals Into Meaningful Progress
By Jessica Lanning, JD, CFP® Goals, at their best, can feel dull and uninspiring. At worst, they are an excuse to beat yourself up when you don’t achieve them. “But it’s January!” you exclaim, and you need a goal, or the year will go by, and you will have done...
End-of-Year Financial Planning: Strategies for Maximizing Success
By Jessica Lanning, JD, CFP® News flash: The end of the year has begun and with it comes the urgency to tackle your end-of-year financial planning. Now is the time to check those important tasks off your list. You have a couple of months left to align your finances,...
Beyond the Degree: The Importance of Cash Flow Management for College Students
By Jessica Lanning, JD, CFP® Besides getting your student a college degree, perhaps the best learning that happens in college is cash flow management. Don’t miss this opportunity. If you have been giving your child an allowance, this exercise for college will be...
Why Millionaires Trust Financial Planners for Success
By Jessica Lanning, JD, CFP® You saved for college in a 529 plan. Your kid got into a college or university. You did all the right things. Hooray! Now what? When it comes to saving for education, a 529 plan is a powerful tool. Yet, understanding how to fully utilize...
Maximizing Your 529 Plan: Navigating Options and Opportunities
By Jessica Lanning, JD, CFP® You saved for college in a 529 plan. Your kid got into a college or university. You did all the right things. Hooray! Now what? When it comes to saving for education, a 529 plan is a powerful tool. Yet, understanding how to fully utilize...
4 Financial Planning for Health Crises and Stability
By Jessica Lanning, JD, CFP® Health issues and chronic diseases can significantly impact your financial plans. As a financial advisor, I often encounter clients grappling with these challenges, particularly in the later stages of life. Let me share a story about a...