Podcasts about theory planning partners

For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode102Money talk doesn't have to be boring—or reserved for the finance bros. In this episode, I sit down with Kaitlyn Carlson, founder and CEO of Theory Planning Partners, to break down what wealth creation actually looks like for female entrepreneurs.From her time managing wealth for ultra-high-net-worth families to building her own boutique financial planning firm, Kaitlyn shares how she's rewriting the rules of financial advising. We get into:The outdated financial models keeping women stuck (and how to break free)Why your financial plan shouldn't be based on your current bank balanceThe connection between money, mindset, and success (yes, it's a thing)How to regulate your nervous system around money to unlock more abundanceWhat most financial advisors won't tell you about building real wealthPlus, we talk about why so many women struggle with financial literacy, the emotional side of money, and how to create a plan that aligns with your long-term vision.If you're ready to shift the way you think about money and start making empowered financial decisions, this episode is a must-listen.Connect with Kaitlyn:Visit Theory Planning for inquiriesFollow on Instagram: @theoryplanningpartnersLearn more about Easy Scaling's updated offers:COO + Team

“I define wealth as the luxury of choice.” –Kaitlyn CarlsonDo you like the sound of financial freedom or work optional? If you're uninspired by the idea of a retirement fund and underwhelmed by the idea of money management, this conversation with certified financial planner Kaitlyn Carlson is for you.A financial planner helps you take the 30,000 foot view of your financial situation. They see your business, your other assets, your liabilities. They see where you are and where you want to be … and the different paths to get you there.If you are looking for the luxury of choice, wealth creation needs to be part of your plan.We talk about: Living in your purpose and looking at your work optional date3 levers you can change the numbers you settle on make you panicWriting down your financial goalsGrowth over time and why to start now even if you can't save what you think you should be savingUsing a retirement calculator Getting help with financial planning instead of feeling like you have to know everything about itABOUT KAITLYNKaitlyn is the Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States.Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in both the southern and northeastern regions of the U.S. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Her career began in asset management with Putnam Investments.Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®). Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life.Kaitlyn lives in Marblehead, MA, with her husband, Jake, their three children, Russell, Luke, and Grace, and their affectionate dog, Bacchus. In her free time, she enjoys exercising, reading, traveling, and trying new restaurants around Boston.LINKStheoryplanning.comhttps://www.instagram.com/theoryplanningpartners/DOABLE CHANGESAt the end of every episode, we share three doable changes, so you can take what you've heard and put it into action. Change comes from action. Sometimes action gets a bad rap. You can be kind to yourself. You can practice being AND doing, but for change to happen you have to take steps. The way we take care of ourselves is making the steps doable and focusing on one thing at a time. We take time to integrate the change and then move on to the next one. Pick a Doable Change that resonates with you the most to start from. Here are three Doable changes that we chose from this conversation. FIND YOUR FREEDOM DATE NUMBER. Use a retirement calculator to figure out how much you need to live the lifestyle you want based on when you want to be work optional.ADJUST YOUR FINANCIAL FREEDOM NUMBER. If your freedom date number scares you, change one of the levers. You can adjust how long before your freedom date, how much money you want to live on monthly, or play with your savings rate. You can keep adjusting too.START INVESTING. Don't think that you have to hit your number right away. Start now with what you can do. Work toward reaching that monthly goal (and know that if you exceed it, you will make up for some of the lower months).

Have you ever felt frustrated by traditional financial advice that doesn't resonate with your entrepreneurial goals or lifestyle? Emily talks with Kaitlyn Carlson, Founder of Theory Planning Partners, who's making waves by creating financial strategies that empower female entrepreneurs. Kaitlyn shares why she started Theory and how her unique model offers female founders a way to build true wealth through transparency, tailored support, and the freedom to explore wealth on their terms.

In this episode of the Millions Were Made Podcast, Jessica Marx sits down with Kaitlyn Carlson, the Founder and CEO of Theory Planning Partners, to explore the dynamic world of wealth management for high-net-worth female entrepreneurs. Kaitlyn brings her extensive finance background to the table, shedding light on critical aspects of managing and growing wealth. They dive into common financial planning mistakes, the advantages of a holistic approach, and practical strategies to conquer investment fears.Kaitlyn also navigates the evolving investment landscape, touching on trends like NFTs and cryptocurrencies. She underscores the significance of having a robust financial plan, diversifying investments, and understanding both qualitative and quantitative elements in business valuation. Tune in now!Highlights(01:06) Caitlin's impressive background at UBS and her pivot to helping women entrepreneurs build wealth.(05:30) What drove  Caitlin to start Theory Planning Partners.(09:05) Common pitfall of ignoring your financial freedom number, leading to unsustainable spending.(12:13) How a financial planner's holistic view integrates with the roles of CFOs and CPAs for comprehensive wealth management.(18:20) Importance of starting investments early to leverage time and compound growth for long-term success.(19:03) The need for wealth managers to keep up with the latest in NFTs and crypto.(19:43) How Theory's flat fee model prevents biases that can come with traditional percentage-based fees.(22:10) How market cycles and Fed actions impact cryptocurrency valuations.(30:14) Risks of poor preparation when selling a company, affecting its final value.(35:58) Burnout-driven sales can lead to lower offers and financial losses.(37:47) The difference between lifestyle and enterprise businesses, and their unique paths to success.(39:10) The use of retirement calculators to set financial goals and guide business decisions.Connect with Jessica:Instagram: @millionsweremade and @thejessicamarx   Website: Million Were MadeWork with Jessica: Tailored PremierConnect with Kaitlyn:Website: Theory Planning Partners Instagram: @theoryplanningpartnersLinkedIn: Kaitlyn Carlson

Do you know how much money you should be saving from your business? Do you know how to create wealth from your business? These are the tougher questions that can enhance your work especially if you're starting to get a handle on your business numbers. This episode will have you think about all the different ways you can start building wealth for your business and have your money work harder for you. Kaitlyn Carlson is the Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States. Kaitlyn saw her uncle lose his restaurant. She saw her grandfather have to sell his home. She saw the financial stress in her family and felt responsible as the oldest child to learn and create a better future. She graduated with a major in psychology and took her first job in asset management. “How do they create wealth?” asked Kaitlyn of her clients. “It became very clear to me that in order to create wealth, you need to know the rules of the game, and you need to know how to play the game.” When people start their business, Kaitlyn says the one thing she wishes business owners do is calculate their financial freedom number.  “Context leads to intention,” says Kaitlyn. “When I was working with average Americans that were getting ready for retirement, the majority of them were not prepared for retirement, and it was because they didn't have this information earlier in time.” She says the wealth creation journey is like ascending and descending a mountain. A lot of business owners will put one foot in front of the other without having any idea of where they are. For emergency funds, Kaitlyn recommends three months' worth of expenses in cash. Personal emergency funds are similar, anywhere from three to six months of living expenses in a cash reserve. “Wealth is not a specific number; wealth is the luxury of choice.” Kaitlyn says it's ok not to force yourself to love the numbers. If you don't love doing the bookkeeping, then become successful enough to hire a bookkeeper and delegate. “Business owners that really start to rise above are the ones that are great delegate and recognize this is always going to be a weakness for me,” says Kaitlyn. “That's where I've really seen the breakaway between, you know, the five figure and then the multi six, seven and eight figure is they're a fantastic delegators.” To start building wealth, you need to secure the recurring profitability of your business. A mistake entrepreneurs might make is when their business has eclipsed their former salary and can cover their living expenses, they'll enter a period of lifestyle creep. They're making more money than they've ever made before and they'll just go out and start spending it – neglecting the financial freedom number that needs to be funded. “So we really try to catch people when they get to that point of, okay, now my business is doing really well. I'm starting to make more money than it costs to live my lifestyle. This is where I need to stop and assess what my plan is, what my intention is,” says Kaitlyn. Quit Like A Millionaire: https://amzn.to/490Ny9G  Plan for Profit: https://sarahwalton.com/freedom/  Connect with Kaitlyn Carlson : https://theoryplanning.com/  Other GoG episodes you might want to check out: Are You Protecting Your Assets? https://sarahwalton.com/protecting-your-assets/  Debt Doesn't Have to Be a Dirty Word https://sarahwalton.com/debt-for-business/  You can check out our podcast interviews on YouTube, too! http://bit.ly/YouTubeSWalton   Thank you so much for listening. I'm so honored that you're here and would be so grateful if you could leave a quick review on Apple Podcasts by clicking here, scrolling to the bottom, and clicking “Write a review.” Then we'll get to inspire even more people! (If you're not sure how to leave a review, you can watch this quick tutorial.) #WealthManagement #WealthBuilder #FinancialFreedom #HowMuchToRetire #PersonalFinance #Investing #AskExpert #BusinessCoach #SalesCoach

This week's episode is a re-release of an amazing interview with Kaitlyn Carlson, from the Seven Figure Consultant Podcast Archives.  Kaitlyn is President and Founder of Theory Planning Partners, a boutique wealth management firm for women in business. In this episode, we talk all about managing your wealth.  When you start creating wealth in your consulting business, you'll likely find you have more money in your bank account than you ever had before! But do you know what you're going to do with it? I don't mean going on a shopping spree or buying a dream property, but how you will manage that wealth. A sudden change in fortune can be destabilising. What can feel like a piece of the puzzle slotting into place can open up a new section of the board as you make decisions you haven't had to make before.   In this episode: The cultural discomfort around women and wealth Managing quantities of money you may not have experienced before Options your business gives you for building wealth Developing a wealth mindset What you need to do if your financial situation has changed    Useful Links Kaitlyn: Find out more about Kaitlyn at Theory Planning Partners and book a free 30 minute call Connect with Kaitlyn on LinkedIn Jessica: Becoming Your Seven Figure Self Workshop Get in touch with Jessica to discuss your consulting business Download the entire Seven Figure Consultant mini-season Submit your questions for this season's Q&A episode Jessica's LinkedIn

Kaitlyn is the Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States.Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in both the southern and northeastern regions of the U.S. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Her career began in asset management with Putnam Investments.Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®). Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life.Kaitlyn lives in Marblehead, MA, with her husband, Jake, their sons, Russell and Luke, and their affectionate dog, Bacchus. In her free time, she enjoys exercising, reading, traveling, and trying new restaurants around Boston.

Kaitlyn, the founder and CEO of Theory Planning Partners, joins us to share her deeply personal and inspiring journey. She delves into her experiences in toxic work environments, including her brave decision to file six sexual harassment claims. Her story is one of resilience, empowerment, and the pursuit of a workplace where respect and equality are the norm. In this candid episode, Kaitlyn discusses: The power and impact of speaking up and standing firm in your values. How embracing imperfection can be a catalyst for personal and professional growth. The critical role of a support system in achieving success and maintaining your well-being. This episode is more than just a story; it's a beacon of hope and a guide for anyone navigating challenging work environments, especially in male-dominated industries. Kaitlyn's insights are invaluable for growing your financial business with integrity and courage. Connect with Kaitlyn Carlson Website: https://theoryplanning.com/  LinkedIn: https://www.linkedin.com/in/kaitlyncarlson1/  Instagram: https://www.instagram.com/theoryplanningpartners  Connect with Robyn Crane Website: https://robyncrane.com/ Facebook: https://www.facebook.com/bizgrowth4women/ LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./ YouTube: https://www.youtube.com/c/RobynCrane Instagram: https://www.instagram.com/robyncrane/?hl=en Learn more about your ad choices. Visit megaphone.fm/adchoices

All my fellow female entrepreneurs - this episode is for you. It can be quite challenging being a female entrepreneur. I know personally because I've been one since I was 19 in college. You get so busy in the day-to-day trying to grow your business that you overlook one of the main reasons for creating your business - wealth creation. I will tell you something about all the people I've worked with financially, the wealthiest of them own a business. But the key is to figure out how to set up your business for success so you can create wealth. Our guest, Kaitlyn Carlson, is the head of Theory Planning Partners, a boutique financial planning firm for top female entrepreneurs with the sole purpose of wealth creation. In this episode, Kaitlyn shares her top tips for wealth creation, why she thinks the Enneagram chart is key to your success, and why she thinks your business needs a financial planner. Links Theory Planning Partners https://theoryplanning.com/ Kaitlyn on Instagram https://www.instagram.com/theoryplanningpartners/ Leave a review for Everyone's Talkin' Money https://etmpod.link/review SPONSORS Thanks to EarnIn for sponsoring the show. Just download the EarnIn app in Google Play of the Apple App store and use code Talkin Money under Podcast. Thanks to Factor for sponsoring the show. Head to www.factormeals.com/etm50 and use code ETM50 to get 50% off. Thanks to Noom for sponsoring the show. Start taking control of your weight management and join the millions who have lost weight with Noom. Sign up for your TRIAL today at www.noom.com.   Thanks to NetSuite for sponsoring the show. Download NetSuite's popular KPI Checklist for free at www.netsuite.com/etm.  Thanks to ButcherBox for sponsoring the show. Sign up today at www.butcherbox.com/etm and use code ETM to get $20 off your first order. Thanks to AirDoctor for sponsoring the show. Head to www.airdoctorpro.com and use promo code ETM and depending on the model, you'll receive UP TO 39% off or UP TO $300 off. How To Connect with Shannah: Download 10 Money Questions to Ask Yourself Free Money Guide https://etmpod.link/10moneyq  Ask Shannah a question on Instagram https://www.instagram.com/shannahgame/  Submit a money question for Shannah to answer in an upcoming episode https://tinyurl.com/askshannahq  Leave a 5-star Review here https://ratethispodcast.com/etm  Learn more about your ad choices. Visit megaphone.fm/adchoices

TRICK OR TREAT! Enter to win an exclusive SMS Marketing TRICK or a $5 Crumbl TREAT at https://ellenyin.com/trickortreat Enter to win a $4,999 travel credit from G Adventures by October 31st (valid for US listeners only): https://gadventures.com/wishlistCatch up on our previous Income Report episodes at: https://ellenyin.com/incomereportIt's time for our Q3 2023 Income Report, brought to you by our amazing friends at Theory Planning Partners! We have been publicly sharing our income reports for our business since 2019, making this our fifth year now of reporting exactly what our business makes spends and profits every 90 days. We've been doing this practice for so many years because we really believe that financial transparency is the future and that we all benefit when we collectively share our insights and our data. This is part of our advocacy work as a media platform that creates content through a financially transparent lens. Thank you for sharing and taking part in this important conversation; I hope it inspires you to be more transparent in whatever way makes sense for you in terms of money conversations.We will also be bringing Kaitlyn Carlson from Theory Planning back on the pod to discuss the retirement planning options that entrepreneurs have - as well as the strategy she recommends the most. Let's dive into everything that happened in Q3!View the transcript for this episode at: https://otter.ai/u/IbfpxTp9z6RTA3lKTvurU65tXag?utm_source=copy_urlLinks mentioned in this episode: How We Shot Up Nearly 100 Spots In The Podcast Charts With Live Events: https://link.chtbl.com/AOzjBgCgSign up for a free trial with Norby: https://ellenyin.com/norbyCheck out Theory Planning Partners: https://theoryplanning.com/@theoryplanningpartnersThis Wealth Advisor's Investment Strategy To Grow A $15M Portfolio And Retire On $165K/Year: https://link.chtbl.com/7BuSVxwtHow Much Is Enough In Your Business? Wealth Advisor Shares Shocking Truth: https://link.chtbl.com/U05UjFBxCEO Collective Expert Roundtable #1: https://link.chtbl.com/TvHTGsdHCEO Collective Expert Roundtable #2: https://link.chtbl.com/62Dz42khCEO Collective Expert Roundtable #3: https://link.chtbl.com/J20mpUf7CEO Collective Expert Roundtable #4: https://link.chtbl.com/UIlpkND6Iconic business leaders all have their own unique genius. Take this quick 10 question quiz to uncover your specific CEO style advantage: https://ellenyin.com/quizIf you enjoyed today's episode, please:Leave a positive review or rating at www.ratethispodcast.com/cubicletoceoSign up for our text notifications at ellenyin.com/superfan so you can be the first to know when a new case study has dropped!Post a screenshot & key takeaway on your IG story and tag us @missellenyin & @cubicletoceo so we can repost you.Follow (+) our show for new episodes every Monday & Wednesday

Book an intro call with Theory Planning Partners at https://calendly.com/theoryplanningHear Kaitlyn's full investment portfolio that is setting her up for retirement in episode 193: https://cubicletoceo.co/wealth-building-strategy/Access the transcript of this episode HERE: https://otter.ai/u/HAEBrm9I-94X1DAS6s62HManDLs?utm_source=copy_url What's your signature CEO style? Take the quiz: ellenyin.com/quizIf you enjoyed today's episode, please:Leave a positive review or rating at www.ratethispodcast.com/cubicletoceoSign up for our text notifications at ellenyin.com/superfan so you can be the first to know when a new case study has dropped!Post a screenshot & key takeaway on your IG story and tag us @missellenyin & @cubicletoceo so we can repost youFollow (+) our show for new episodes every Monday & Wednesday

Join me for a conversation with Kaitlyn Carlson, financial advisor and Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States. In this episode: What Kaitlyn has learned from working with some of the wealthiest people in America Why business owners need a financial plan and how to start now The importance of profit over sales 5 habits of the wealthiest people The 2 most important steps to take right now on your wealth journey CONNECT WITH KAITLYN: Website CONNECT WITH KAT: Website Join Eudaimonia Instagram

    In this episode of the Road to Growth podcast, we are pleased to introduce you to Kaitlyn Carlson. Kaitlyn is the Founder & CEO of Theory Planning Partners, the first family office built exclusively for the top female entrepreneurs in America. After cutting her teeth in asset management, Kaitlyn spent the majority of her career at UBS Financial Services, where she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a handful of families       Despite her success at UBS, Kaitlyn saw a gap in the market she felt compelled to address: business owners, particularly women, needed holistic support earlier in their entrepreneurial journeys to optimize wealth creation. Theory Planning Partners is pioneering this space with a focus on getting more wealth into the hands of women.       Outside of work, Kaitlyn is a spiritual seeker ravenous to understand why we are here and how to forge a meaningful life. She resides in beautiful Marblehead, Massachusetts with her husband Jake, their son Russell, and affectionate dog Bacchus. In her free time, she enjoys exercising, reading, traveling, and sampling new restaurants in and around Boston. Learn more and connect with Kaitlyn Carlson by visiting her on   Website : https://www.Theoryplanning.com/ Linkedin: https://www.linkedin.com/in/kaitlyncarlson1/ Instagram: https://www.instagram.com/kaitlyn.m.carlson/     Be sure to follow us on Twitter: Twitter.com/to_growth on Facebook: facebook.com/Road2Growth   Subscribe to our podcast across the web: https://www.theenriquezgroup.com/blog Spotify: https://spoti.fi/2Cdmacc iTunes: https://apple.co/2F4zAcn Castbox: http://bit.ly/2F4NfQq Google Play: http://bit.ly/2TxUYQ2 Youtube: https://www.youtube.com/channel/UCKnzMRkl-PurAb32mCLCMeA?view_as=subscriber   If you are looking to be a Guest on Podcasts please click below  https://kitcaster.com/rtg/  For any San Diego Real Estate Questions Please Follow Us at web: www.TheEnriquezGroup.com Youtube: https://www.youtube.com/channel/UCKnzMRkl-PurAb32mCLCMeA or Call : 858 -345 - 7829 Recently reduced properties in San Diego County * Click **** bit.ly/3cbT65C **** Here* ****************************************************************************

Have you ever wondered how you could save now and for the future? In this episode, Camille welcomes Kaitlyn Carlson, the founder and CEO of Theory Planning Partners, which is a boutique wealth creation firm.Kaitlyn shares her journey of discovering her passion for finances and financial planning and how she started her own company. She shares her advice on how you can also manage your wealth and create balance in your life to achieve your goals, whether it's financial independence, retirement or getting out of debt.If you're interested in learning more about financial planning, tune into this episode to hear Kaitlyn's tips so that you too can reach your financial goals throughout the different seasons of your life.Resources: Interested in becoming a virtual assistant? Join the 60 Days to VA Course:www.camillewalker.co/VAAccess the 5-day email sequence to help you discover your purpose:www.callmeceopodcast.comConnect with Kaitlyn:Follow Kaitlyn on Instagram: www.instagram.com/theoryplanningpartnersVisit her website: www.theoryplanning.comConnect with Camille Walker:Follow Camille on Instagram: www.instagram.com/CamilleWalker.coFollow Call Me CEO on Instagram: www.instagram.com/callmeceopodcast

Last week, we explored real estate investing as a retirement vehicle and this week, our guest's chosen retirement strategy is investing in a stock portfolio that will allow her to retire at age 60 with a $15 million portfolio that she can withdraw an annual income of $360,000/year from. Kaitlyn Carlson is the founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States.  Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. I feel so lucky to be one of Kaitlyn's Theory clients, where she is helping plan my own path to financial independence, with the goal to become work-optional by my early to mid-40s. Today, Kaitlyn is getting vulnerable and walking us step by step through her and her husband's personal investment strategy, laying out the exact dollar amounts for everything. Outside of our quarterly income reports we publish on the podcast, this is the most financially transparent + detailed episode we've ever recorded on the show. I highly recommend you break out your pen + paper or open a Google doc to take notes as you listen so you can fully process the insights Kaitlyn shares with us today.View the transcript for this episode at: https://otter.ai/u/BOzQ_WrZI-DDJkbaf-jv7xyUVqg?utm_source=copy_url Thank you to our sponsors:Subscribe to Natasha Samuels' show, The Shine Online Podcast, and check out the rest of episode 71 HERE: https://link.chtbl.com/mhWiLtY8Try your first 7 days of Honeybook free (no credit card required) +  save 35% on your first year of ANY plan when you sign up with our link: http://share.honeybook.com/ellenConnect with Kaitlyn:https://theoryplanning.comInstagram: @theoryplanningpartnersSchedule to meet with Kaitlyn! https://calendly.com/theoryplanningIconic business leaders all have their own unique genius. Take this quick 10 question quiz to uncover your specific CEO style advantage: https://ellenyin.com/quizIf you enjoyed today's episode, please:Leave a positive review or rating at www.ratethispodcast.com/cubicletoceoSign up for our text notifications at ellenyin.com/superfan so you can be the first to know when a new case study has dropped!Post a screenshot & key takeaway on your IG story and tag us @missellenyin & @cubicletoceo so we can repost you.Follow (+) our show for new episodes every Monday & Wednesday

Kaitlyn Carlson, CPA, is the Founder of Theory Planning Partners, a boutique wealth creation firm built exclusively for the top female entrepreneurs in the United States (and possibly with a Canadian partnership coming soon!). She has worked in asset management for billionaires and has brought her extensive knowledge of wealth management to the entrepreneurial space. In this conversation, we talk about Why entrepreneurs need to have a financial plan and what to focus on firstThe difference between an “enterprise business” and a “lifestyle business” and how either one can get you to your financial freedom number The pyramid of wealth creation What she learned from working with billionaire clients… and so much more! This was a really insightful episode. Tune in for all the details and start to think about your financial future. To get in touch with Kaitlyn, visit her at: Insta - @theoryplanningpartnersWebsite - theoryplanning.comCalendly - calendly.com/theoryplanning---Subscribe to the podcast so you never miss an episode: https://podcasts.apple.com/us/podcast/the-course-creator-show/id1470482672Are you on my email list? It's where I send out my best content, stories, freebies, and business-building advice. Get on the list here: https://learn.gemmabonhamcarter.com/list/ Support the show by leaving a rating/review, sharing it on Instagram, or sending it to your biz bestie. Thanks! Support the show

Building wealth, especially as a person who wasn't born into it, can feel intimidating. There are certain barriers to entry and mindset blocks that can hold us back, but in this episode, we break down four different ways to attract wealth into our lives. We unpack how businesses can be a vehicle for investing, why it's so important to prioritize self-care and relationships as a business owner, and talk about tools to work through social and cultural stigma around wealth.IN THIS EPISODE, WE TALK ABOUT:Understanding how wealthy people think Rewiring your brain to see opportunity in every challenge The power of investing in mastermind and business communities The most important element of creating a beautiful lifestyle Resources that can support your journey of creating generational wealth We talk about how we incorporate a Certified Financial Planner, Theory Planning Partners in our signature 1:1 partnership - The Thrive CollectiveWe share how we have our Thrive Collective members take an HTMA Hair Analysis Test with Omne Wellness in the Thrive CollectiveIf you feel like you're a good fit for the Thrive Collective - we're accepting applications for our August cohort now - apply here.RESOURCESLearn more about HN Haus Experiences: hnhaus.com CONNECT WITH HANNAH:Follow the Founder: @hannahmnieves Follow HN Haus: @hnhaus Join our Email Community for monthly resources, tips and exclusive content!

Curious what it's like to work with a certified financial planner, when the best time is to hire a CFO? Join Kaitlyn and I in this episode where she shares what it is like to work with high profile CEOs and how she helps them focus on the higher level strategy to achieve the financial goals they set out. We discuss the difference in scaling a business to exit in the future versus growing a lifestyle business, and how you can live successfully whilst still preparing yourself and your business to be ready to sell.Whether you're just thinking about the what if's of selling your business or you're ready to burn it all to the ground, this episode will give you an insight into how Kaitlyn prepares her clients to build sustainable wealth and sell their business when the time is right.Learn more about my guest:Kaitlyn is the Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States. Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in both the southern and northeastern regions of the U.S. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Kaitlyn's website: https://theoryplanning.com/Kaitlyn's Instagram: https://www.instagram.com/theoryplanningpartners/Connect with Veronica on Instagram: https://www.instagram.com/vromney/If you're ready to transition from full-time Marketer to full-time Founder of your own business apply for the Rainmaker Residency: https://rainmakerresidency.com/Delving deep into the tough topics we often face as scaling business owners that AREN'T talked about often, sign up the The Rainmaker Report: https://rainmakerresidency.com/rainmaker-reportIf you found value in today's episode, I would appreciate if you could leave a rating and review.

I haven't been subtle about this: I'm extremely passionate about helping people build wealth with their businesses. We've covered tons of strategies in the last handful of episodes, you're hearing from Kaitlyn Carlson, a Financial Planner to multi-millionaire (and a few billionaire) business owners and the Founder of Theory Planning Partners. She's sharing her best strategies for building wealth no matter where you are in your business, the people you need on your financial success team, and how to choose a financial planner. Theory Planning Partners is a boutique wealth creation firm that works with the top female entrepreneurs in America. We focus on helping women optimize the value of their business, build personal wealth, and leave a lasting legacy. Website LinkedIn Instagram Want to add an extra $50K to $100K to your profits over the next year? Check out my Cash Flow Intensive! Learn more at https://www.trustyoungco.com/intensive Do you have a question or topic you'd like me to cover on the show? Click here to send us your submission! Resources mentioned: Get my free retirement calculator training Calculator Soup - Retirement Savings Calculator XY Planning Network Some key takeaways on wealth building with Kaitlyn include: Phase I of wealth building is to figure out how much you need to save per month to hit your retirement goals. Use an online retirement calculator to see how much that is and make that your first financial goal when you start paying yourself. Phase II is deciding if you're going to build an enterprise business or a lifestyle business, and building your financial success team. This includes a CFO, Bookkeeper, an Account who is also a Tax Strategist, and a Financial Planner. When you're looking for a Financial Planner, make sure you hire someone who is a Certified Financial Planner (CFP), and who is working for a Registered Investment Advisor (RAI) as opposed to an insurance company. I'm Sarah Young - a CPA, Virtual CFO, and the Owner of Young + Co! I have over a decade of experience in helping entrepreneurs scale their businesses and build wealth at the 6- and 7-figure levels, and I started the Profit + Prosper podcast to help you do the same. Profit + Prosper is a business finance podcast created to help entrepreneurs build their wealth in a way that's fun and empowering. This is NOT a boring numbers podcast - I will share tactical tips to increase your profit so you can truly prosper in your business and in life. I hope you'll subscribe so we can Profit + Prosper together! Connect with Sarah: Instagram - https://www.instagram.com/youngcocfo/ Facebook - https://www.facebook.com/youngcocfo YouTube - https://www.youtube.com/channel/UCO4wwwPKmuvCFh5NvVuwvnQ Website - https://www.trustyoungco.com/

Kaitlyn is the founder of Theory Planning Partners. She offers holistic financial advice for 7 & 8-figure female entrepreneurs. All of her clients are creating first-generation wealth. Her mission is to get more wealth into the hands of women. In this episode, we discussed how Kaitlyn's journey led her to start her own firm and serve primarily women-owned businesses, how Kaitlyn optimizes her clients' financial life through a holistic approach, the value of growing your team with the right people, and SO much more! Follow Kaitlyn at @theoryplanningpartners on Instagram!Support the show

Women are more capable than ever before. They're more educated. They have more opportunities in the corporate space. They have more opportunities in the entrepreneurial space. This mission is simple: Put MORE wealth into the hands of MORE women. Meet Kaitlyn Carlson! Matt will be speaking about health at the Ultimate Upgrade Event in Kansas City - September 8-9, 2022. Get your tickets here: http://beintheroom.org/upgrade Kaitlyn Carlson is the Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States. Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in the South as well as the Northeast. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Her career began in asset management with Putnam Investments. Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®). Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life. Kaitlyn lives in Marblehead, MA, with her husband, Jake, their son, Russell, and affectionate dog, Bacchus. In her free time, she enjoys exercising, reading, traveling, and trying new restaurants around Boston. ✨ What to expect: The Cashflow Trap The Biggest Misconceptions Women Have About Money The Biggest Opportunity for Women Build Wealth Making Decisions and Taking Action Taking Control of Our Financial Power ✨ Connect with Kaitlyn: Website: https://theoryplanning.com Podcast: https://podcasts.apple.com/us/podcast/kaitlyn-carlson-theory-planning-partners/id1383621388?i=1000534016343 ✨ Connect with Ryann: Instagram: @RyannDowdyOfficial Free Facebook Community: Be in the Room LinkedIn: Ryann Dowdy | Be in the Room Join the Email List: Be in the Know

I am so happy to have Kaitlyn Carlson on today.  Kaitlyn is a wealth planning expert and the Founder and CEO of Theory Planning Partners.  Theory's focus is on wealth creation for female entrepreneurs and they achieve their clients goals through collaboration, transparency, empowerment and objectivity. In this episode we will cover:Assets under managementFlat Fee ModelBalance Sheet - the holistic approachYou can find Kaitlyn's website here or find her on Instagram @theoryplanningpartners.Legalpreneur LIVE tickets are now available!  We may be a company founded on legal protection, but Legalpreneur LIVE is all about business and personal growth with your  tribe of business besties.  Use code LPLIVE50 for 50% off your ticket through June.Now is a great time to join the Legalpreneur Membership! Get in now before prices go up in the spring. Learn more here. Links: Andrea's Instagram Legalpreneur Instagram Website FacebookTwitter TikTokYouTubeDisclaimer: The Legalpreneur Podcast is advertising/marketing material. It is not legal advice. Please consult with your attorney on these topics. Copyright Legalpreneur Inc 2022

Everyone loves money, right? Most of us know how to make it, and we definitely know how to spend it, but how many of us know about financial planning and wealth management?Kaitlyn Carlson is the Founder & CEO of Theory Planning Partners, the first family office built exclusively for the top female entrepreneurs in America. Kaitlyn saw a gap in the market she felt compelled to address: business owners, particularly women, needed holistic support earlier in their entrepreneurial journeys to optimize wealth creation.As women entrepreneurs, having money goals and working towards them is important. Especially the way our world is right now. In this episode, Kaitlyn shares some financial tips and tricks the ultra-wealthy use to grow their wealth. We also discuss what Kaitlyn does to fuel her spiritual and personal development.Visit www.theoryplanning.com or contact Kaitlyn at kaitlyn.carlson@theoryplanning.com or on LinkedIn at /in/kaitlyncarlson1/Books mentioned in this episode:Many Lives Many Masters by Dr. Brian WeissThe Four Agreements by don Miguel RuizProof of Heaven: A Neurosurgeon's Journey into the Afterlife by Eben AlexanderAs always, let us know what you thought of this episode! Don't forget to follow, rate, and leave a review on Apple Podcasts. We'd also love for you to drop us a comment on Instagram @_suburban_warrior and join our Suburban Warrior FB Group to be a part of our Warrior Community!  https://www.facebook.com/groups/suburbanwarriorlife/Also, check out the Suburban Warrior Apparel Co. to get your SW Merch! Visit http://www.suburbanwarriorlife.com/ Warrior Up and Believe in You!Crissywww.crissypyfer.com

Theory Planning Partners is a boutique wealth creation firm for the top female entrepreneurs in the United States.Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in the South as well as the Northeast. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Her career began in asset management with Putnam Investments.Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®).Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life.Kaitlyn lives in Marblehead, MA, with her husband, Jake, their son, Russell, and affectionate dog, Bacchus. In her free time, she enjoys exercising, reading, traveling, and trying new restaurants around Boston.Learn More: https://theoryplanning.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kaitlyn-carlson-founder-ceo-of-theory-planning-partners

Theory Planning Partners is a boutique wealth creation firm for the top female entrepreneurs in the United States.Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in the South as well as the Northeast. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Her career began in asset management with Putnam Investments.Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®).Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life.Kaitlyn lives in Marblehead, MA, with her husband, Jake, their son, Russell, and affectionate dog, Bacchus. In her free time, she enjoys exercising, reading, traveling, and trying new restaurants around Boston.Learn More: https://theoryplanning.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kaitlyn-carlson-founder-ceo-of-theory-planning-partners

John Brown, Founder of BEI, sits down to speak with Kaitlyn Carlson, Founder of Theory Planning Partners, to discuss the difference between working with millennial and baby boomer business owners. Working with business owners for many years now, Kaitlyn has come to realize that it can be difficult to plan with the end in mind, especially for young entrepreneurs just starting their careers. But no matter if your client is a baby boomer who has built the company from the ground up for the last 45 years or a millennial entrepreneur who starts a new business every other year, a wise business owner must plan for the exit of the business one day. Planning takes time, but the earlier you start having these conversations with owners, the better the chance of a successful exit. The most important suggestion Kaitlyn can give to advisors working with business owners is to do business valuations on an annual basis. This process will get your business owner clients into the mentality of selling their business every year. Like the saying goes, the longer the runway, the bigger the plane.

Bio: Kaitlyn Carlson is the Founder & CEO of Theory Planning Partners, a concierge financial advisory firm tailored to elevating the missions and passions of 7-figure female entrepreneurs. After cutting her teeth in asset management, Kaitlyn spent the majority of her career at UBS Financial Services, holding roles in both the South and Northeast regions of the USA, where she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Despite her success at UBS, Kaitlyn grew all too familiar with the drawbacks of a male-dominated finance industry and felt compelled to branch out and specifically support the unique entrepreneurial and financial challenges female business owners face. She's learned from her own experience as a woman in business that transcending limiting beliefs, building confidence, and intentionally stepping out of one's comfort zone are essential to the success of any company, and she'smade it her mission to help untangle the complicated web of building personal wealth alongside the growth of a thriving company. Outside of work, Kaitlyn is a spiritual seeker ravenous to understand why weare here and how to forge a meaningful life. She resides in beautiful Marblehead, Massachusetts with her husband Jake, their son Russell, and aectionate dog Bacchus. In her free time, she enjoys exercising, reading, traveling, and sampling new restaurants in and around Boston. Key points of this episode: - Control what you can control- your knowledge, expertise, and your feminity. - When making a holistic financial plan, you need to look at your entire life, the entire picture. - Analyze: Where are you now, Where you want to go, and How you can get there. - Understand what your goals are. - Get your cash flow in control: spend less than what you earn. Put the margin of money you have left to work! Watch the full episode to catch Kaitlyn's 3 tips to save your money   Contact Kaitlyn: website: theoryplanning.com instagram: @kaitlyn.m.carlson   If you found this information valuable, don't forget to share, like and subscribe! Follow me: Kamille on Instagram: https://www.instagram.com/kamillecawley/ Kamille's website: https://kamillecawley.com/  

Kaitlyn Carlson, the founder and CEO of Theory Planning Partners, is with Brenda this week to chat about her journey as a Financial Advisor and entrepreneur. She shares some tips for your running your business as well as the benefits of having a financial plan.

How would you describe your relationship with money?Money is one of the most avoided topics, even over sex. So here we are...talking about finances. Kirsten sits down with Kaitlin Carlson a the Founder & CEO of Theory Planning Partners, a concierge financial advisory firm tailored to elevating the missions and passions of 7-figure female entrepreneurs.Kaitlin worked with some of the wealthiest people in the world and has learned the mindset billionaires hold and how you can turn your finances into opportunities for growth.Money isn't the only thing these two previous collegic athletes discuss. Working in predominantly male industries isn't always welcoming for young women and Kaitlin shares her experience of workplace harassment and how to speak up if you are in a similar situation.We discuss:1. How to navigate workplace sexual harassment.2. The wealth mindset you want to have.3. Ways to start saving and budgeting to build wealth. 4. Who is better at investing: men or women?5. How to invest, NFT's and bitcoin options.Connect with Kaitlin Carlson:theoryplanning.com@kaitlin.m.carlsonConnect with Kirsten on the gram:@kirsten__trammellhttps://www.instagram.com/kirsten__trammell/Amazon AudibleGet a FREE month of Audible now:Visit kirstentrammell.com/audible and sign up.

https://theoryplanning.com/

Kaitlyn Carlson is the founder and CEO of Theory Planning Partners. She is helping women get to the top of their financial game by using her business knowledge and financial wit to propel women to be just as powerful as their male counterparts. However, her business started from a place of pain and a desire to overcome it.She entered the financial world as a young woman at a large financial firm. She was sexually assaulted by a male senior financial planner. She decided to speak up which prompted other women to come forward and tell their stories too.Now, years later, she is sharing with the world what happened to her and helping women not only learn to speak up, but also to take control of their power and know their worth.To reach out to Kaitlyn and learn more of her story or to receive financial planning help, visit theoryplanning.com.

"Financial independence is paramount. My mom always says that when a woman is financially independent, she can live life on her terms." — Priyanka ChopraBeing a woman in a male-dominated field, like finance, is a challenge like no other. It requires courage, passion, and mental toughness to overcome stereotypes and challenge the status quo.  At some point, you may realize that entrepreneurship provides the best opportunity for true industry transformation. My guest, Kaitlyn Carlson, recognized the inequity of working with over 300 wealth management clients, and none being women or people of color. That realization sparked a mission and identified an opportunity to revolutionize who benefits from financial advisory services.  For many entrepreneurs, true financial independence may seem like a long-term goal, a dream, achieved only in retirement after selling a business. But Kaitlyn believes that with the right mindset, self-awareness, and strategy, you can build the foundations for financial independence as you build your business.In this episode, Kaitlyn shares her success story from being a private wealth management advisor at a large financial institution to founding Theory Planning Partners. She highlights her experiences as a woman in a male-dominated field, how she spoke up to ensure she and other women were treated fairly and why every entrepreneur needs a financial advisor to help build wealth now.Thriving Points:It takes a great amount of self-awareness and an understanding of your environment that if you don't make it change, it's not going to change. — Nikki RogersThe biggest challenge is mindset. And for an entrepreneur, I think it's almost 90% of your success. — Kaitlyn CarlsonEntrepreneurship is really about managing yourself and managing your time, and that goes back to mindset. — Nikki RogersIt's brave to ask for help. — Kaitlyn CarlsonBuilding wealth is about the process. It won't be solved overnight. — Kaitlyn CarlsonIf your business is not helping you achieve financial freedom, it's a hobby. It's a really expensive hobby. — Kaitlyn CarlsonOther resources mentioned:The Four Agreements by Don Miguel-RuizSuper Bass by Niki MinajWe Found Love by RihannaGet to Know the Guest:             Kaitlyn Carlson is the founder and CEO of Theory Planning Partners. She is a Certified Financial Planner™️ (CFP®), a Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®). As a female entrepreneur, her objective is to assist other female entrepreneurs in accumulating personal wealth while helping their businesses thrive.Connect with Kaitlyn:WebsiteInstagram

In episode #43 Taylor and Chloe are sitting down with Kaitlyn Carlson- the Founder & CEO of Theory Planning Partners, a concierge financial advisory firm tailored to elevating the missions and passions of 7-figure female entrepreneurs.⁠ Kaitlyn spent the majority of her career at UBS Financial Services where she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 billion. Later on, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families.⁠ Despite her success at UBS, Kaitlyn grew all too familiar with the drawbacks of a male-dominated finance industry and felt compelled to branch out and specifically support the unique entrepreneurial and financial challenges female business owners face. She's learned from her own experience as a woman in business that transcending limiting beliefs, building confidence, and intentionally stepping out of one's comfort zone are essential to the success of any company, and she's made it her mission to help untangle the complicated web of building personal wealth alongside the growth of a thriving company.⁠ We chat about everything from:⁠ Kaitlyn's sexual harassment experience and how it led to her entrepreneurial journey⁠ Why it is important for business owners to have a financial plan Kaitlyn's favorite tools for small business owners that they can use to keep their finances in check Working in a male-dominated industry⁠ Differences she noticed in working with women vs men and money How can you grow a business by embracing the “woo-woo" side of things And so much more!!⁠ Taylor's Favorite of the Week: OSEA Anti-Aging Body Balm + Undaria Body Oil - use code TAYGRAHAM for 10% off at checkout Chloe's Favorite of the Week: Ovira Small Business Shoutout: Oilee Skincare To visit the Theory Planning Partners website click HERE To keep up with Kaitlyn on Instagram click HERE Feel free to stalk your hosts a little further: Chloe: @chloew.art Taylor: @taygrahambiz and @sociallytaylored To ask us a question or request a guest, connect with us on Instagram and Twitter @ceoishpodcast or email us at ceoishpodcast@gmail.com

Our amazing guest "Kaitlyn Carlson" is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®). She spent the majority of her career as a private wealth management advisor at UBS Financial Services, Inc. before deciding to launch Theory Planning Partners. She began her career in asset management with Putnam Investments. She has built a 7-figure business from scratch in an industry that is heavily male-dominated and where 85% of the industry businesses don't move beyond 6-figures. In this episode we discuss: - Her journey into wealth management, becoming an exit planner and helping female business owners to own - The most luxurious place to ever occupy is the place inside your head. - It doesn't matter if you have $5 or $5million, money is just a vehicle and if you don't have your mental health, if you don't go out of your way to maintain your mental wellbeing, then money doesn't really matter. - No matter what, people are still seeking some form of purpose. - Finding purpose and nurturing meaningful relationships. - You need to be honest with yourself. - The entrepreneurship journey should start with the exit plan in mind. - You don't want to be in a position where you are stuck in the cash flow of your business. 80% of businesses that go up for sale don't sell. - I feel like the pandemic has given people the liberty to change if they want to. - Life is about growth. - “Life is really just about growth”. - You are born a creator, you are born to do things, to thrive. - Failing and not getting things perfect is part of life. All this and much more from Kaitlyn, do listen to the full episode to get golden nuggets and please leave us your reviews. To get in contact with Kaitlyn Carlson find her at: https://theoryplanning.com/ -------------------------------------------------------------- ABOUT THE HOST: I am your host Kajal Khurana - KK, Author of best selling book on Amazon, Mindset & Health Coach, Nutritionist and a Reiki Healer. I am very passionate about helping entrepreneurs achieve their desired goals faster by using tools and techniques which will help them stay energized, focused so they can feel good with their body and mind and make better business decisions. If you enjoyed the episode, if it helped you in any way, or if you had ONE aha moment, please let me know, hit the subscribe button, rate the show and leave me a review. You will make my day :). My new book is launched on amazon here is the link please grab your copy http://mybook.to/whymefirst Get the 5 hacks to escape burnouts, including free weekly planner and a bonus of free 30 minutes consultation call with me, all inside the ebook: https://bit.ly/2yfhjIH Let me know what topics you want me to cover in my future episodes at info@bodymindsolution.com Or visit my website: https://bodymindsolution.com

I'm excited to introduce you to my guest today Kaitlyn Carlson.  Kaitlyn is the Founder & CEO of Theory Planning Partners, a concierge financial advisory firm designed for 7-figure female entrepreneurs. Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in the South as well as the Northeast.  There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion.  Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Her career began in asset management with Putnam Investments. Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®).  Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life. Would you like to learn more from Patricia? Visit Your Gift is your Niche to see her latest programs and let her help you discover your niche!

Protect your coin Queens! In today's episode we have Kaitlyn Carlson, the Founder and CEO of Theory Planning Partners. As a Certified Financial Planner, her mission is to put wealth into the hands of women. Kaitlyn offers personal CFO services to female business owners so they can build wealth alongside the growth of their company. Kaitlyn tells us which stocks to invest in, purchases to avoid, and common traits she sees within her wealthiest clients!https://theoryplanning.comhttps://www.instagram.com/kmcarlson13/hello@theoryplanning.comInstagram: @cupofqueensFacebook: https://www.facebook.com/cupofqueensWebsite: https://sites.google.com/view/cupofqueens/home?fbclid=IwAR19XF68UvygkGDfRf1Hgja6WHXRZ7DjYgYavwWDZ_z5S6f3qejMm4ZeQEI

Financial freedom is something most women strive for and Certified Financial Planner Kaitlyn Carlson of Theory Planning Partners is  there to support women build their personal wealth as well as their business.  In this episode we dive into Kaitlyn's history of being sexually harassed when working at other firms and how it propelled her into working solely with women. She shares what she does to maintain focus and serenity so she can show up each day to help grow the prosperity of the women she works. Kaitlyn's Website Her Drive's Website

Kaitlyn Carlson is the Founder & CEO of Theory Planning Partners, a concierge financial advisory firm tailored to elevating the missions and passions of 7-figure female entrepreneurs. After cutting her teeth in asset management, Kaitlyn spent the majority of her career at UBS Financial Services, holding roles in both the South and Northeast regions of the USA, where she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Despite her success at UBS, Kaitlyn grew all too familiar with the drawbacks of a male-dominated finance industry and felt compelled to branch out and specifically support the unique entrepreneurial and financial challenges female business owners face. She's learned from her own experience as a woman in business that transcending limiting beliefs, building confidence, and intentionally stepping out of one's comfort zone is essential to the success of any company, and she made it her mission to help untangle the complicated web of building personal wealth alongside the growth of a thriving company. Outside of work, Kaitlyn is a spiritual seeker ravenous to understand why we are here and how to forge a meaningful life. She resides in beautiful Marblehead, Massachusetts with her husband Jake, their son Russell, and affectionate dog Bacchus. In her free time, she enjoys exercising, reading, traveling, and sampling new restaurants in and around Boston. What You Will Learn: How psychology relates to finance  What do people want to do when they retire early The process of financial planning How to find a financial planner What to look for in a financial planner Why it's important to talk about sexual harassment in the workplace  How to contact Kaitlyn Carlson: Website: https://theoryplanning.com/ LinkedIn:  https://www.linkedin.com/in/kaitlyncarlson1/ https://www.linkedin.com/company/theory-planning-partners/

My next guest is the Founder & CEO of Theory Planning Partners, a concierge financial advisory firm tailored to elevating the missions and passions of 7-figure female entrepreneurs. After years in the industry Kaitlyn Carlson left her corporate job to start Theory Planning Partners. Tune is as she discusses just how to build a business to financial freedom. In this episode, you will learn how: Not to let perfection get in the way of progress. To get more wealth in the hands of self-made women. To learn and build wealth. Revenue gets thrown out there as a massive mark of success and it doesn't actually mean that much. Profit is WAY more important. To quadruple the profits in your business by letting go of perfectionism. Being an entrepreneur is getting uncomfortable with the uncomfortable. Building wealth is a mix of habits and inflection points. The more boring you can keep it (revenue) the better. With success, your problems don't go away, but they get bigger and better in quality. As a business owner, you will always find a way to spend the money in your bank account...“Parkinson's Law”  Should operate your business from what's left in your operating account Start good financial habits from day one How trauma (sexual) comes out in other ways “When a woman stands up for herself, she stands up for women everywhere.”- Maya Angelou The tax you pay for immediate gratification is not worth the longtime NEW! Launching September 22: Sidelines to Headlines. PR coaching for female entrepreneurs. ---- Renée Warren is an award-winning entrepreneur, a 7-figure business starter, and the founder of We Wild Women, a business dedicated to helping women launch their dream business. She previously founded an industry-recognized PR agency that worked with funded technology startups from South Africa to San Diego. She's a mom to Irish Twins (not planned), a published author, and a drummer. Rate, review, and subscribe on Apple Podcast "I love Into The Wild, and think it's the best thing since sliced bread."

Have you got more money in your bank account than you have ever had before? Or are you predicting that this is going to happen in your consulting business soon?  Do you know what you are going to do with it? I don't mean going on a shopping spree or buying a dream property, but how you will manage that wealth. A sudden change in fortune can be destabilising. What can feel like a piece of the puzzle slotting into place can open up a new section of the board as you take decisions you haven't had to make before.  Wealth brings new decisions and you might find it difficult to talk about those with friends and family who are not in your position. There's also such a cultural discomfort with women and wealth. My guest on the podcast this week is Kaitlyn Carlson, who is President and Founder of Theory Planning Partners, a boutique wealth management firm for women in business. We talk about: The cultural discomfort around women and wealth Managing quantities of money you may not have experienced before Options your business gives you for building wealth Developing a wealth mindset What you need to do if your financial situation has changed   Useful links Find out more about Kaitlyn at Theory Planning Partners and book a free 30 minute call. Get in touch with Jessica to discuss your consulting business Jessica's LinkedIn profile