Life Planning Partners

Life Planning Partners is a financial planner in Jacksonville, FL, serving individuals and families seeking comprehensive, personalized financial life planning. The firm specializes in helping clients achieve financial independence, prepare for retirement, manage investments, plan for education and healthcare costs, reduce tax burdens, and implement estate and charitable goals. Founded in 2004 by Carolyn McClanahan, M.D., CFP®, the firm operates as a fee-only fiduciary, ensuring unbiased advice without commissions or third-party incentives. Services include ongoing financial planning, tax and cash flow management, insurance reviews, and coordination with attorneys, accountants, and other advisors to align all aspects of a client’s financial life.

Carolyn McClanahan, the firm’s principal, transitioned from a career in family medicine to financial planning after recognizing the parallels between medical and financial decision-making. Her experience as a physician and her personal journey in planning for retirement inspired her to create a firm focused on holistic, client-centered guidance. Life Planning Partners emphasizes long-term planning, regularly updating financial strategies to reflect life changes, evolving goals, and shifting regulations. The firm is committed to transparency and integrity, adhering to the highest standards of fiduciary duty and professional ethics.

The firm is located on St. Augustine Road in Jacksonville, situated just a short walk from San Jose Acre Park and Verona Park, and within half a mile of Alfred L. DuPont Middle School and San Jose Catholic School. It lies just over half a mile from University Boulevard West, a major thoroughfare, placing it in a well-connected, family-oriented neighborhood.

Though no formal score strengths are listed, the firm’s commitment to fee-only, fiduciary service and its founder’s medical and financial credentials reflect a deep dedication to client well-being. Life Planning Partners stands out in Jacksonville as a trusted advisor for those seeking thoughtful, enduring financial guidance rooted in personal values and long-term security.

Services:

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