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
Investing in an Election Year
By Jessica Lanning, JD, CFP® As always, I’m going to tell you to stay invested during an election year because discipline is critical to being successful over the long run. I came across some good historical tidbits from JP Morgan, and I thought I’d share them with...
Emergency Preparedness Is Great Procrasti-tasking
By Jessica Lanning, JD, CFP® Financial security means being able to take advantage of a financial opportunity and being able to weather any financial storm. These days, that storm might be a real meteorological event. Superstition alone might save you. So might a...
What Bootfitting Taught Me About My Clients
By Jessica Lanning, JD, CFP® It’s ski season, and I love to ski. This year I decided I needed new ski boots. Good ski days are all about having good boots. What I didn’t expect was to chat with my new bootfitter, Mandy, about the parallels in our business. (For those...
December Is Here … Again!
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...
Shutting Down the FOMO Noise
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...
When To Hire a Specialist Over a Generalist
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...