Carolyn  McClanahan

Carolyn McClanahan

| CFP®, MD

Life Planning Partners, Inc.

Fee Only Financial Planner Located in Jacksonville, FL and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

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6550 St. Augustine Road
Suite 302
Jacksonville, FL 32217
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.

Carolyn is the Director of Financial Planning. She completed her undergraduate degree at Mississippi University for Women and medical school at the University of Mississippi. After residency in Family Medicine at the Medical College of Virginia, she entered private practice and emergency medicine practice in Richmond, Virginia. In 1998, she was recruited to teach on faculty at the University of Florida, Shands, Jacksonville.

Carolyn is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association, and the American Academy of Family Physicians. She also volunteers in the medical clinic of the I.M. Sulzbacher Center for the Homeless. Dr. McClanahan speaks nationally to financial planners and physicians on the interplay between health and financial issues.  She also is a regular contributor to Forbes.com.  She has been quoted in numerous publications, including The Wall Street Journal, Money Magazine, Kiplinger’s, and Smart Money, and has appeared on CNBC, Hardball, and NPR. In 2009 she was named a “Mover & Shaker” in the financial planning profession by Financial Planning Magazine.