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 being honored by her NAPFA peers as one of the "30 Most Influential" people in NAPFA's 30 year history. She was acknowledged at their 2013 NAPFA Spring Conference in Las Vegas, May 7-10; she will also be acknowledged at their Fall Conference in Philadelphia, October 8-11.
Carolyn was recently a panelist at the InvestmentNews Retirement Income Summit in Chicago. Here is a brief video where she discusses how - and why - advisers now need to address medical and health care costs as part of a financial plan.
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"
Carolyn is featured in the Journal of Financial Planning - 10 Questions with Noteworthy People
Carolyn is a Featured Expert on CCAL.org, a national website's for Advancing Person-Centered Living