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
Stop Paying Your Mortgage Off Faster
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...
When DIY Becomes WTF
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...
Weeding Out the Investment Weeds
By Jessica Lanning, JD, CFP® I thought weeding was the lowest of all tasks, yet I was, relegated to pulling weeds. I’ve never been one for yard work. A city kid to the core, I love that great swaths of concrete and rock gardens free me to do other things with my...
Lectures of Love
By Jessica Lanning, JD, CFP® Last week I got The Lecture from my physical therapist. I was whining about doing all these exercises, how managing an older body takes up too much time, how youth is wasted on the young, and how I fear I’ll have to do these...
When Your Portfolio Catches COVID
By Jessica Lanning, JD, CFP® I got COVID for the second time about a week ago. I am fine because I’m here writing this blog post. I had a bad case of sniffles and a runny nose for two days, and then I was pretty much back to normal. Tested negative less than...
The 529 Plan: Your Pet Rat
By Jessica Lanning, JD, CFP® Over the course of my children’s tender years, we had five pet rats. Two at first, and then three replaced those. All rescues (yes, rat rescues are a real thing). Rats are billed as “perfect pets.” They don’t require a lot of...