LIFE PLANNING PARTNERS, INC.
JACKSONVILLE, FLORIDA

Life Planning Partners, Inc. is a distinguished fee-only financial planning firm specializing in the development of comprehensive Financial Life Plans tailor-made for clients across diverse backgrounds—from professionals to business owners, all seeking guidance during significant life transitions. Founded on September 28, 2003, this Florida-based organization operates under the status registered with the state's official registry and prides itself on its principled approach to client relations as a fiduciary. Life Planning Partners, located at 6550 St. Augustine Road, Suite 302 in Jacksonville, FL, is committed solely to their clients' best interests, disallowing commissions, referral fees, or any form of conflicting financial incentives. The firm's core mission revolves around helping individuals organize and optimize their resources under the belief that personalized, unbiased planning allows for a sharper focus on long-term goals while navigating life's changes. Clients are walked through the meticulous process of financial assessment, gaining insights into income structuring, savings, investments, tax strategy, insurance adequacy, estate planning, and more to achieve sustained peace of mind. Led by Carolyn McClanahan, M.D., CFP®, who transitioned from medicine to financial planning after seeking clarity for her complex financial future, the firm embodies a unique blend of medical discipline and financial acumen. Dr. McClanahan founded Life Planning Partners in 2004, spurred on by a desire to assist others in forming holistic financial strategies—far beyond portfolio management. The leadership team is spearheaded by Chief Investment Officer Tim, who brings extensive expertise from the global finance industry, including asset management roles within a Fortune 500 company. He earned his BBA in Finance from the University of Wisconsin Oshkosh and holds the Chartered Financial Analyst (CFA) designation. The firm also benefits from the knowledge and skills of Carrie, a CERTIFIED FINANCIAL PLANNER® professional with over two decades of financial industry experience focused on retirement projections and tax planning. Backed administratively by Office Manager Krissy, who ensures seamless operations, Life Planning Partners provides robust support through regular interactions with clients' attorneys, insurance agents, and accountants to maintain a harmonized strategic approach. Through client-focused strategies, including major expense planning such as college costs or significant business investments, the firm pledges undivided attention to realizing the aspirations of their diverse clientele. Inquiries regarding services are welcome via phone at (904) 448-5158 or through their website at lifeplanningpartners.com, offering prospective clients a pathway to a meticulously crafted financial future.