About Lavish Financial Planning

Comprehensive wealth planning with a personal touch

Lavish Financial Planning was built on a simple belief: that financial planning should feel empowering, not overwhelming. We are a women-led, fee-only practice dedicated to helping individuals, couples and families who are ready to take control of their financial future and need a trusted partner to help them get there. Our team brings institutional-level expertise with a deeply personal approach, and we take pride in the relationships we build with every client we serve.

We understand that no two financial journeys look the same. Whether you are navigating a major life transition, planning for your family's future, or building toward long-term wealth, we meet you where you are and walk with you every step of the way. Our goal is to make financial planning feel less like a task and more like a powerful tool in your hands.

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Clarity is the foundation of confidence. We built Lavish Financial Planning to help you find both, so you can move forward in your financial life with intention and peace of mind.

Danna Jacobs, CFP®, ADPA®, MBA

PRESIDENT/FOUNDING PARTNER

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PHILOSOPHY:

Danna is very committed to empowering her clients with the tools, resources and guidance to help them reach their financial goals in their life. She believes that working closely with them and truly digging into their financial world with them she can cultivate calm in their financial world. Further, Danna works with her clients on implementing tools to incorporate financial planning into the upbringing of the next generation. Starting these conversations with our children allows us to tool them up by the time they are adults in the ever evolving world.

BASICS:

Danna resides in Randolph, NJ with her husband and two sons. In her spare time, they love traveling, kayaking, playing sports, fishing, skiing, and hiking in the many trails around their home. She has worked at Lehman Brothers and Barclays, and received her Bachelors of Arts at Vassar College in Poughkeepsie, New York graduating with a major in Economics and Italian, and her Masters in Business Administration at New York University’s Stern Langone Program. She is a CFP(R) and ADPA, and also volunteers as a Mentor for a local non-profit, Student/Partner Alliance, which serves local at-risk teenagers by providing them scholarships and mentors for their private high school education.

FUN FACTS:

BORN & RAISED: Bedminster, NJ

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FAMILY: Husband and two sons

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FAVORITE BEER: Treehouse Brewery

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DANNA’S INTERESTS: Reading, Hiking, Snowboarding

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Taylor Peters, CFP®

ASSOCIATE PLANNER

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PHILOSOPHY:

Taylor’s passion is helping clients balance financial efficiency and intention as they pursue a joyful and purpose driven life. She is dedicated to learning the intricacies of our clients lives to get to the root of their personal and financial goals and working with them to create plans that will allow them to reach both.

BASICS:

Taylor lives in Chattanooga, TN with her husband, Spencer, and dachshund, Charlie. She is an avid traveler, non-stop explorer, and enjoys reading mystery thrillers; you’ll always find her doing one of the three on the weekends!

FUN FACTS:

BORN & RAISED: Dalton, GA

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FAMILY: Husband – Spencer

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PET: Short-Haired Dachshund – Charlie

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FAVORITE BEER: Basecamp Blonde from Hutton & Smith

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TAYLOR’S INTERESTS: Crime podcasts & books, traveling, and being outdoors

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Jessi Robinson

ASSOCIATE PLANNER

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PHILOSOPHY:

Jessi’s true passion lies in making a tangible difference in her clients’ lives. Through dedicated financial planning, she is committed to empowering them to learn, grow, and thrive. For this alone, we knew she was a valued, refreshing fit on our team. We can’t wait for you to work with her.

BASICS:

Jessi resides in Cleveland, OH, with her beloved dog, Nyla. An avid outdoor enthusiast, she relishes adventures in nature and has a passion for crafts and reading. When she’s not immersed in the world of finance, Jessi enjoys playing music and attending local shows, adding a vibrant touch to her life.

FUN FACTS:

BORN & RAISED: Cleveland, OH

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PET: Nyla, a charming “Potcake” (Caribbean street dog, typically a mix of terrier, shepherd, or lab)

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FAVORITE BEER: Fat Head’s Sunshine Daydream

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JESSI’S INTERESTS: Crafts, reading, outdoor activities, and music

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Your financial future starts here

Let's start with a conversation. Book a complimentary discovery call or send us a note and tell us a little about yourself. We would love to learn where you are and help you get to where you want to be.

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