Carolyn McClanahan, M.D., CFP® is the founder of Life Planning Partners, Inc.
 
Dr. McClanahan began her career as a physician in 1990 after completing her undergraduate degree at Mississippi University for Women and medical school at University of Mississippi. She completed her residency in Family Medicine at the Medical College of Virginia. After a couple of years in private practice and emergency medicine practice in Richmond, Virginia, she returned to the Sunny South of Jacksonville, Florida to teach on faculty at the University of Florida, Shands, Jacksonville.  She also worked in various emergency departments in the Jacksonville area.
 
As an avid investor in the 1990's, Dr. McClanahan had done well, but needed a guide in deciding basic questions, such as "How much do I really need to retire?" and "What will I do after I retire?" She and her husband interviewed many planners in the Jacksonville area, but felt that most were most interested in managing her portfolio and not in providing the advice she needed. To better care for her own financial planning needs, she enrolled in the CFP® curriculum at the University of North Florida. Realizing the similarities between medicine and financial planning, and feeling more empowered by being able to help people plan for their future, Dr. McClanahan decided to make a career change into financial planning.
 
In addition to taking care of clients in her financial life planning practice, Dr. McClanahan provides education to financial planners and physicians on the interplay between health and financial issues, particularly regarding insurability. 
She speaks widely about the importance of proactive insurance planning, which prepares clients for changes in insurance status and helps protect client’s insurability through management of information in their medical records.
 
Dr. McClanahan is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association, and The American Academy of Family Physicians.  She currently serves on the South Region Board of NAPFA.  She is quoted regularly in numerous publications such as The Wall Street Journal, Money Magazine, Kiplinger’s, and Smart Money.  She has also appeared on CNBC and been interviewed on NPR.

 
 

 
Timothy C. Utecht, CFA is in charge of the investment process for Life Planning Partners, Inc.

Tim has over 17 years of experience in the field of finance.  He began his investment career with a Fortune 500 insurance company in Wisconsin, spending eight years in the investment department as an equity analyst and portfolio manager.  His duties included managing a large capitalization stock portfolio and running several equity index mutual funds. 

With a desire to work more closely with investors on a personal level, Tim joined a financial planning firm where he served as vice president and chief investment officer.  His areas of responsibility included investment selection, portfolio construction and retirement planning.  From there, Tim joined a top-40 accounting firm where he held the roles of investment manager and chief compliance officer.

Tim relocated from Wisconsin to join Life Planning Partners, Inc. because of the firm’s all-encompassing approach to financial planning.  He believes strongly in an academically sound, disciplined investment process that is both cost and tax-efficient.  Tim is committed to the fiduciary standard of putting the interests of clients first in all situations, and he appreciates the significant responsibility of being entrusted with investing our clients’ financial assets.

Tim earned his BBA in Finance with a minor in Economics from the University of Wisconsin Oshkosh, and he holds the Chartered Financial Analyst® designation.

When not at work, Tim likes to spend family time with his wife, Lisa, and their two children, Ben and Rachel.  He also enjoys running, golfing and woodworking.


 
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