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:
Taylor: @taygrahambiz and @sociallytaylored
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