Summary

• Contributor to CNBC, Investopedia, New York Times, Wall Street Journal, and Washington Post
• Founded and president of Life Planning Partners, Inc., providing personalized financial life planning services
• A member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association, and the American Academy of Family Physicians
  

Experience

Carolyn McClanahan 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 CFP® 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, Carolyn decided to make a career change. In 2004𝕴, she founded Life Planning Partners, Inc. to provide the type of persona♕lized financial life planning services she and her husband originally desired.

Carolyn speaks nationally to financial planners and physicians on the interplay between healthꦐ and financial issues. She serves on the CNBC Financial Advisor Council and has been quoted in numerous publications, including the Wall Street Journal, Was🍸hington Post, and New York Times. She has appeared on CNBC, Hardball, and NPR.

Education

Carolyn McClanahan received her bachelor of arts in microbiology from the Mississippi University for Women and her doctor of med🔯icine from the University of Mississippi. She went on to receive her certified financial planning (CFP) certification from the University of North Florida.

Carolyn is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association, and the American Academy of Family Ph൩ysicians. She volunteers as a physician at various health clinics in the Jacksonville area.