Life Planning Partners

Life Planning Partners is a financial planner in Jacksonville, Florida, at 6550 St. Augustine Road, Suite 302. The firm provides financial life planning, helping clients organize and optimize their resources through a Financial Life Plan built for the present and for future resiliency. Clients include professionals, business owners, and people preparing for a major life transition. The firm assists with planning for financial independence, preparing for a job transition or retirement, implementing a retirement plan for a business, reviewing existing investments and insurance, diversifying and managing assets, providing for a child's education, caring for elderly parents, reducing tax burdens, end of life planning, and charitable intentions. Life Planning Partners is a fee-only firm, paid directly by clients, and does not accept commissions, referral fees, or compensation from other sources. It acts as a fiduciary in a client-centered relationship. Plans are monitored and updated as goals, resources, or laws change. Ongoing service includes yearly goal tracking, asset and investment management, cash flow planning, regular tax planning, review of estate plans and beneficiary designations, and yearly updates of insurance needs. The firm also assists with estate planning, insurance shopping, tax planning, mortgage shopping, and auto purchasing, and meets with clients' attorneys, insurance agents, and accountants so that everyone works from the same plan. Carolyn McClanahan, M.D., CFP, founded the firm in 2004 after a career as a physician. The office sits on St. Augustine Road, steps from San Jose Acre Park. San Jose Catholic School and Alfred L. DuPont Middle School are each about half a mile away, as are Verona Park and University Boulevard West.

Services:

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