Carolyn McClanahan
Director of PlanningCarolyn is a CFP and M.D., and is the director of financial planning at Life Planning Partners in Jacksonville, Florida. Follow her on Twitter at @CarolynMcC.
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"I have a terminal illness." "My daughter is in rehab." How planners can respond to disturbing comments or questions.
August 18 -
Advisers should ask key questions to best estimate how much retirement savings is really needed.
May 31 -
Advisers should ask key questions to best estimate how much retirement savings is really needed
May 31 -
A planner who used to be a practicing doctor found that much of the thinking on the most suitable niches didn’t apply to her.
May 26 -
Even as she helps clients prepare financially for the future, doctor and adviser Carolyn McClanahan knows "the future could be gone in the blink of an eye."
May 3 -
Advisors should focus on key questions to best estimate how much retirement savings a client really needs.
April 4 -
Top priority: Simultaneously taking care of yourself, your clients and your employees.
February 10 -
Even the most conscientious practitioners make mistakes but how you deal with them can help set you apart from the crowd, says M.D.-turned-CFP Carolyn McClanahan.
November 25 -
My goal was to be revenue neutral in the transition but more fairly allocate fees to reflect the actual work I did with each client, one advisor says.
October 28 -
This MD-turned-CFP relies on the BATHE psychiatric tool to help discern whats really going on with clients.
September 21
