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
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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
Regular Questions to Ask and Answer
By Jessica Lanning, JD CFP I was sharing in another blog post about my friend’s question about what financial things she should have separate from her spouse. When she asked me this question, what came to mind was all the things that I’m surprised that...
Together and Separate: What individuals in a couple need for themselves
By Jessica Lanning, JD, CFP® My 50-something friend, who has been married for 20+ years, was sharing with me over burritos the other night that she wanted to buy her spouse a pricey birthday present but had no means to do without the spouse seeing the...
Ending Your Paycheck In A Down Market
By Jessica Lanning, JD, CFP® A down market can impact when you retire, and withdrawing money early on from a depleted account can affect the growth of those accounts. In this blog post, I will discuss how to manage your retirement income during a down market....
Forgotten 401(k) Dangers
By Jessica Lanning, JD, CFP® Recently, a client asked me whether transferring money from a previous employer’s 401(k) to her new employer’s 401(k) was safe. Like every decision, you have to weigh the pros and cons of this decision. Here’s what to keep in mind....
Lessons from the Field Around Aging, Caregiving, and LTC Planning
By Jessica Lanning, JD, CFP® Planning for the aging of loved ones can be a challenging process. Here are some lessons learned from those who have been through it. We thought we planned for everything. Many parents and children have had conversations about...
Avoid Being Sandwiched – How To Plan For Concurrent Child and Parental Care
By Jessica Lanning, JD, CFP® As a financial planner, I've seen my fair share of families struggling with the overwhelming responsibility of caring for their children and aging parents. It's a situation that I like to call being "sandwiched" – caught between...