Carolyn McClanahan | AICPA ENGAGE 2020

Carolyn McClanahan

CFP
Founder, Life Planning Partners, Inc.
Jacksonville, FL

Carolyn McClanahan, M.D., CFP® is a physician and financial planner. She is the founder of Life Planning Partners, Inc., a comprehensive fee only financial planning company, and co-founder of Whealthcare Planning, LLC, a software company dedicated to helping our population plan for the challenges of aging. In addition to working in her financial life planning practice and software company, Dr. McClanahan provides education to financial planners and health care professionals on the interplay between health and financial issues, particularly regarding insurability, aging issues, end of life, health care costs, and health care reform. She writes for Forbes, CNBC, and Financial Planning Magazine covering intersections of money and medicine. Dr. McClanahan is a member of the National Association of Personal Financial Advisors (NAPFA,) the Financial Planning Association, and the American Academy of Family Physicians. She was named a Woman to Watch and an Innovator by Investment News. She is quoted regularly in numerous publications such as The Wall Street Journal, New York Times, and the Washington Post. She has also appeared on CNBC, Hardball, AC360, and NPR.