Life Planning Partners

Life Planning Partners is a financial planner in Jacksonville, FL, located at 6550 St. Augustine Road, Suite 302. The firm provides fee-only financial life planning for professionals, business owners, and individuals preparing for major life transitions such as job changes or retirement. As a fee-only firm, it is paid directly by clients and does not accept commissions, referral fees, or compensation from other sources. The practice operates as a fiduciary to deliver unbiased advice, creating comprehensive financial life plans that are regularly monitored and updated to reflect changes in goals, resources, or laws. Ongoing services include regular tax planning, review of estate plans and beneficiary designations, yearly updates of insurance needs, and major expense planning for college, purchases, or business matters. The team assists with mortgage shopping and auto purchasing, meeting with clients’ attorneys, insurance agents, and accountants to coordinate the master plan. Life Planning Partners is currently not adding new clients. The firm was founded in 2004 by Carolyn McClanahan, M.D., CFP®, who began her career as a physician. In 1998, she was recruited to teach at the University of Florida, Jacksonville. Carolyn is a member of the National Association of Personal Financial Advisors, the Financial Planning Association, and the American Academy of Family Physicians. She volunteers as a physician with Volunteers in Medicine Jacksonville, speaks nationally on the interplay between health and financial issues, serves on the CNBC Financial Advisor Council, and is an Investopedia Top 100 advisor. He holds an undergraduate degree in Finance with a concentration in Personal Wealth Management from The University of Alabama and is a CFP® professional. He is a member of the National Association of Personal Financial Advisors and volunteers with Beaches Sea Turtle Patrol. Life Planning Partners combines medical expertise with financial planning to serve Jacksonville residents seeking comprehensive fiduciary guidance.

The business is situated on Saint Augustine Road, just steps from San Jose Acre Park and about half a mile from University Boulevard West.

BizScoreAI awards a technical score of 97 out of 100, ensuring the website is secure and easily readable by search engines. The firm also achieves a discoverability score of 75 out of 100, allowing AI crawlers to access every page so potential clients can find the business.

Services:

• Comprehensive Financial Life Planning
• Fiduciary Client-Centered Relationship Management
• Investment Philosophy Consulting
• Resource Optimization and Financial Organization
• Retirement and Future Resilience Planning