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About Life Planning Partners, Inc.
Life Planning Partners is a unique financial advisory firm with a holistic approach to financial health. Their comprehensive, step-by-step process focuses on helping clients reach their financial goals and achieve peace of mind.
In the first step, they guide clients to clarify their life goals, ensuring they identify what truly matters. The second step involves thoroughly reviewing the client's financial resources to create a clear picture of income, savings, investments, spending, taxes, and insurance protection. The third step involves developing a customized plan to help clients reach their goals, ultimately achieving a state of financial wellness.
As fee-only planners, they work exclusively for clients with no commissions, referral fees, or hidden charges, emphasizing financial health and peace of mind.
Founder Carolyn McClanahan, M.D., CFP®, combines her medical background and financial planning expertise to lead the team. Her commitment to personalized financial life planning led her to create the firm, ensuring clients receive advice and guidance to create a great life.
Their investment philosophy prioritizes passive, low-cost, and diversified investing to manage risk and achieve client objectives. Their approach is evidence-based, focusing on sound decision-making and cost and tax efficiency. Asset allocation, diversification, and a long-term focus underpin their strategy. They believe in valuation sensitivity, adjusting exposures when warranted to maintain a logical approach to investing.
Pricing options
Regulatory filings
Areas of specialty
- Cash Flow Planning
- Tax Planning
- Estate Planning
- College Planning
- Retirement Planning
More about Life Planning Partners, Inc.
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 129338 | 2 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Life Planning Partners, Inc..