LIFE PLANNING PARTNERS, INC.
JACKSONVILLE, FLORIDA

Our Mission: 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. Welcome to Life Planning Partners, Inc. Our goal is to provide the absolute best in financial life planning. We strive to 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. We believe the result is unbiased financial life planning performed by professionals who are committed to acting as a fiduciary in a client-centered relationship. How do we help you? Our advisory team works with you in an effort to reach your financial goals one important step at a time. In step two, you receive a diligent review of your financial resources and financial health. Our professionals provide you with a clear inventory of your income, savings and investments, spending and taxes, your insurance protection, and what you can leave for your heirs and your legacy. Along the way, your plan is updated as your life circumstances change, and as your goals are achieved, we help you identify your next challenges. We serve as your financial bodyguard against the creative scamsters and those companies whose business model is to take as much of your hard-earned assets as they can get away with. As independent fee-only planners, we make you our first and only priority. There are no commissions, referral fees or hidden charges. Financial health and peace of mind starts with just a phone call. We welcome your questions about our professional credentials and investment philosophies — and most importantly, about how we can help you live your best possible life. Our clients come from all walks of life – professionals, business owners, or those preparing for a major life transition. Objectives we can assist you with may include: Implementing a retirement plan for your business We create and implement a broad-reaching financial life plan to help you reach your goals. This plan is regularly monitored and updated to reflect changes in your goals, resources, or laws that may affect your plan. Our ongoing service includes: Major expense planning – college, major purchases, business    planning In addition, to assist you with tasks such as estate planning, insurance shopping, tax planning, mortgage shopping, and auto purchasing assistance, we meet with you and your attorneys, insurance agents, and accountants. This helps to make certain all understand the “master plan” and are working together to help you reach your goals. LIFE PLANNING PARTNERS, INC. Carolyn McClanahan, M.D., CFP® began her career as a physician. As her financial life grew more complex, she and her husband sought help in answering some fundamental questions, such as “How much do we really need to retire?” and “What will our future look like?” After months of interviewing numerous financial planners, they found that most were simply interested in managing their portfolio or selling complex financial products, rather than providing the advice and guidance needed to create a great life. Frustrated by not being able to find a planner who fulfilled their needs, Carolyn enrolled in the Certified Financial Planner® curriculum at the University of North Florida. Recognizing the similarities between medicine and financial planning, and feeling empowered by helping people plan for their future, Dr. McClanahan decided to make a career change. In 2004, she founded Life Planning Partners, Inc. to provide the type of personalized financial life planning services she and her husband originally desired. Tim is the Chief Investment Officer. He earned his BBA in Finance in 1990 from the University of Wisconsin Oshkosh. He began his investment career as an equity analyst for a Fortune 500 company, ultimately becoming portfolio manager of a $450 million large cap stock portfolio and several equity index mutual funds. He holds the Chartered Financial Analyst (CFA) designation, a globally recognized certification in the field of investment management and research analysis. With a desire to work more closely with individual investors, Tim transitioned into personal financial planning and served as investment manager for a top-40 accounting firm before joining the team at Life Planning Partners, Inc. He is a member of the National Association of Personal Financial Advisors and the CFA Institute. Carrie is a Senior Planner with Life Planning Partners, Inc. She works with clients to help them make intelligent financial decisions, focusing on retirement projections and tax planning. Carrie began her financial career in 1990 in the insurance industry. After working with several independent investment advisors in operations, investment research, and compliance, she decided to concentrate her career on personal financial planning. Since 2006, Carrie has been working directly with clients, offering financial guidance and investment counseling, ultimately earning the CERTIFIED FINANCIAL PLANNER™ designation. Krissy is the Office Manager. She maintains and oversees the day to day operations of the office while providing administrative support to the Life Planning Partners Team and our clients. Krissy earned her Associates degree focusing in Business Administration and Management from The Florida Community College of Jacksonville. Prior to coming aboard here at Life Planning Partners she was the Assistant General Manager for a successful 61 office executive suite. She has more than 11 years experience in customer service and a passion for helping others. When she is not working she enjoys spending time with her husband and son Pauly.