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
Maximizing the Annual Review
By Jessica Lanning, JD, CFP® My annual medical check-up last week has given me a whole new perspective on my clients’ annual financial reviews. Rather than poke, prod, squeeze, smash, or radiate body parts, I’m more-or-less doing the same with someone’s financial...
Build Your Spending Plan on an Annual Basis, Not Monthly
By Jessica Lanning, JD, CFP® Believe it or not, May is my most expensive month for skiing. I don’t even ski in May. I don’t much care for spring skiing, and I’m not going to travel to the Southern Hemisphere to ski. Yet here I am loading up on ski passes for the...
HELOC and SBLOC – Security Tools for Your Finances
By Jessica Lanning, JD, CFP® The HELOC and the SBLOC are two tools I think all investors should have and are the ones most often overlooked. How HELOCs Work Most people are familiar with a home equity line of credit. Homeowners go to a bank. If there’s enough equity...
Best Advice? Tax Diversification
By Jessica Lanning, JD, CFP® While sitting family style at dinner on the Amtrak train with my two new friends this past New Year’s Eve, I was asked: “What’s your best financial advice these days?” Yes, Amtrak. The train cars are totally stuck in the 90s – one outlet...
Investing: Know What Game You’re Playing
By Jessica Lanning, JD, CFP® One last sports analogy, and I’m done. At least for a little while. Promise. It’s March. Which means I’m a bit crazy. Ski season is winding down, and March Madness is winding up. And UNC-Chapel Hill is going to the dance. Go Heels!...
Maintaining the Basics in Financial Planning
By Jessica Lanning, JD, CFP® I’ve gone the entire ski season without using some cliché sports analogy about skiing and financial planning. So here it comes. I’m taking skiing lessons and reviewing the basics. I thought this would be boring. And it was. But the...