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Life Planning Partners
JACKSONVILLE, FL
CRD: 129338
In network coverage since September 15, 2026 · 1 story
$354MRegulatory AUMSEC Form ADV · Oct 24
8EmployeesForm ADV
Regulatory AUM · Sep 19 – Oct 24
Network coverage
Practice management
Grow the team, then cut the book to fit it
Carolyn McClanahan spent years training successors who left, then shrank Life Planning Partners to 65 households and handed ownership to the employees who stayed.