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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.
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.
Use the links to the left to explore our website and learn more about what we can do for you.
Life Planning Partners, Inc.
6550 St. Augustine Rd., Suite 302
Jacksonville, FL 32217
904-448-5158
Our financial life planners at Life Planning Partners, Inc. volunteered for the "Your Money Bus Tour" to offer free financial advice in Jacksonville, Florida. For more information about the bus visit www.yourmoneybus.com.
Carolyn McClanahan, M.D., CFP® was named by Financial Planning Magazine as a "Mover & Shaker" for 2009 as a pioneer for her work in the financial planning industry. See the link to the article under "In the News."
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