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.
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News & Events
Life Planning Partners was recently featured in a New York Times article about making decisions on elder housing.
Carolyn writes periodically for Forbes, Time and Financial Planning Magazine.
Click here to view Carolyn’s latest on Forbes
Carolyn's articles on Financial Planning
How to Fix Your Finances…By Fixing Your Blood Pressure by Carolyn on Time.com