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
Don’t Try This at Home: How to Build a Stable of Experts to Help with Financial Matters
By: Jessica Lanning JD, CFP® There's a line from the 1964 film Zorba the Greek, where Zorba (played by Anthony Quinn) upon being asked if he is married, replies, "Am I not a man? And is not a man stupid? I am a man, so I'm married. Wife, children, house -...
Why the Average Investor Underperforms the Market
By Jessica Lanning, JD, CFP® Annually, various organizations release studies that show that average investors underperform the markets, sometimes as much as 50% less, a frightening number for those do-it-yourselfer investors on the verge of retirement. ...
The Do-It-Yourselfers’ Survival Guide to Hiring a Financial Planner
By Jessica Lanning, JD, CFP Attention all you late 40-, 50- and early 60-somethings who have been managing your finances on your own and think you might want to hire professional help: My goal here is to bring you some clarity so that you can get out of "maybe" and...
Hiring a Financial Planner Starts With 20-minute Phone Calls
By Jessica Lanning, JD, CFP® Attention all you late 40-, 50- and early 60-somethings who have attempted and "failed" to hire a financial planner: Simplify your hiring process. This article will tell you how. Financial Planning, Groundhog Day-style Chances are...
Misconceptions Busted on How Financial Planners Get Paid
By Jessica Lanning, JD, CFP® Two common misconceptions need to be cleared up before you can even start to understand how financial planners are paid and which one you should choose. Misconception #1: Planners paid by commissions are inherently bad, evil,...
Pay Your Financial Planner Your Way
By Jessica Lanning, JD, CFP® When you pick a new financial planner, you want to be clear about how that person gets compensated, whether that works for your particular situation, and whether you feel you are getting good value. There are commission-based, fee-based,...