Providing the absolute best in financial life planning.
If we are lucky, our lives start with people who love us and fill us with confidence and knowledge. If we are smart, we take what we have learned to form dreams and goals for how we want to live our lives.
YOUR BEST LIFE.
Welcome to Life Planning Partners, Inc. Our purpose is to provide the absolute best in financial life planning. We help you organize and optimize your resources and implement a sound “Financial Life Plan” to prepare for what happens in the future, while at the same time keeping you focused on making the best life you can create today.
As a fee-only planning firm, we are paid only by our clients. We do not accept commissions, referral fees, or compensation from other sources. The result is unbiased financial life planning performed by professionals who are committed to acting as a fiduciary in a client-centered relationship.
News & Events
-
Carolyn is now Blogging on Forbes.com. Her unique perspective as a CFP® and an M.D. in the Financial and Medical worlds, along with her speaking appearances led to this great opportunity to educate. Check out her blog: "The Quest for Simplicity"
-
Hardball with Chris Matthews - See Carolyn recount chance encounter with Presidential candidate Mitt Romney during a fight from Atlanta to Boston on October 21
-
Medical Economics Magazine named Life Planning Partners, Inc. a best financial advisor for doctors in Florida
Medical Economics Magazine named Life Planning Partners, Inc. a best financial advisor for doctors in Florida. Achieving such recognition is a great honor for us, and we did it the first year we were eligible.
