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Get in Touch

with Lanning Financial

Your questions matter. Let’s connect and find the answers together.

How to Start the Conversation

Forget scripted intros and sales pitches. Let’s talk about your real life.

You’re busy, I’m busy, so let’s skip the dance. Start with a quick questionnaire to reveal if we’re in sync and could genuinely benefit from working together. It’s a straightforward way to quickly get clarity on what’s next.

Here’s How It Works

  1. Fill Out the Questionnaire
    Answer a few honest questions about where you stand financially and what you want to accomplish.
  2. Relax While We Review
    My team and I will take a thoughtful look at your responses to see if we’re the right fit for each other.
  3. Let’s Connect for an Hour (No Cost)
    If it feels like a good match, we’ll set up a thoughtful call to dive deeper into your situation.

Still not sure? No rush. When you’re ready to tackle those nagging questions,
the questionnaire’s right here.

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