Lanning Financial Inc.

Jun 2026

Jessica has handled our financial planning for over twenty years. The most important question she asked us was this: what do you want your life to look like? How do you want to spend your time, and how can we get that for you?
She has steered us through the ups and downs of the markets, buying a house, paying for school, and helped us find a way to plan for retirement--not easy for the self-employed! She's intelligent, steady, calm, and explains complex things very clearly. I recommend her to everyone I know who wants help planning their financial future.

Dec 2025

For more than 15 years, Jessica's intelligence, integrity and talent for seeing the big picture and strategizing has helped ease my mind for my financial situation. She’s never intimidated by the complex issues that I encounter, and I’m impressed by the people and resources she’s able to tap in order to help manage my outlook. She has a real gift for working with people including navigating my emotions and hangups around money. I’m grateful to have someone I trust this much in my corner.

Feb 2015

Jessica has been our financial planner for several years now, and we've come to rely on her advice. She has a down-to-earth and clear way of talking about finances that makes my blood pressure go down instead of up! She helped us navigate the complex and hair-raising process of buying our first house in SF. Whenever we have needed anything--a quote, a professional opinion, or retirement planning---she's always responded right away and with her full attention. In short, she's warm, funny, sharp, experienced, professional, and trustworthy. I send all my friends her way.