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Financial Planning Excels with Complementary Services

November 2021
Financial planning encompasses a long list of analyses and tasks.  The reality is that my firm alone can’t possibly do financial planning, implement all the suggestions, and do it all well.  Rather, I rely heavily on other experts to support my clients’ needs.

The CFP Board notes that financial planning encompasses a vast array of components: “develop goals, manage assets and liabilities, manage cash flow, identify and manage risks, identify and manage the financial effect of health considerations, provide for educational needs, achieve financial security, preserve or increase wealth, identify tax considerations, prepare for retirement, pursue philanthropic interests, and address estate and legacy matters.”  It’s a big list.  Then there are seven steps to making it all happen from identifying clients’ circumstances, to suggesting and implementing changes to monitoring the outcome.  It’s a big job.

When it comes to making suggested changes happen successfully, these professionals are enlisted to make my clients’ financial plans work:

Estate planner.  To help clients plan for death and incapacity.

Tax preparer/tax planner.  To help clients be strategic about paying taxes.

Insurance expert.  To help clients plan for the bad and the worse.

Real estate expert.  To help clients identify and negotiate good deals.

Medicare/Social Security expert.  To help clients make decisions and save money.

Money manager.  To help clients invest and align their money with their goals.

Financial counselor.  To help clients create a spending plan and stick to it.

Financial guide.  To help clients articulate their “money story” to make better decisions.

And this list goes on.  I’d rather have my clients have an expert in these fields than rely on me as a Jessie-of-all-Trades.   (And, no, I don’t like the nickname Jessie. No one calls me that.  But I needed an androgynous name in our gender-aware world, and it worked!)

If you are in need of additional support around your finances – financial planning or otherwise – please reach out!


Lanning Financial Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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Disclosure – Lanning Financial Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Lanning Financial Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Lanning Financial Inc. unless a client service agreement is in place. / Lanning Financial Inc. provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Lanning Financial Inc. is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

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