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.com
https://www.instagram.com/kmcarlson13/
[email protected]

Instagram: @cupofqueens
Facebook: https://www.facebook.com/cupofqueens
Website: https://sites.google.com/view/cupofqueens/home?fbclid=IwAR19XF68UvygkGDfRf1Hgja6WHXRZ7DjYgYavwWDZ_z5S6f3qejMm4ZeQEI