Are you navigating personal and business finances? In this episode, certified financial planner and founder of Theory Planning Partners Kaitlyn Carlson joins Danielle to share the transformative power of holistic financial planning. She shares a step-by-step holistic approach, and redefines fiduciary responsibility, and the impact on personal relationships. It's not just about numbers; it's about life, partnerships, and the journey to financial well-being. Tune in now for a fresh perspective on your financial future!

 

Topics Discussed: 

Intro (0:00)

Kaitlyn Carlson Discusses her Finacial Mission (0:51)

Holistic Approach VS Transactional (2:30)

Analogy: Expectations VS Reality and Importance of Collaboration (4:51)

Transition to Holistic Financial Perspective and Exploring Step By Step Approach (08:04)

Focus on Personal Expenditures, Not Business (14:16)

Wealth Protection Call and Estate Planning Documents (18:05)

Importance of Responsible Parenting (20:00)

Mindset Mastery Framework (21:30)

Addressing Gaps in Business Insurance (22:31)

Legal Obligation as Fiduciaries and Management Model (25:58) 

Goals Call and Client’s Perspective: (28:12)

Data Verification Call (32:35)

Investment Philosophy Meeting (33:16)

Plan Delivery Meeting (34:58)

Team Meeting (35:37)

CFO defined (38:04)

Take Calculative Risks (41:24)

Wrap-Up: Action Steps (42:45)

 

For help with your business’s finances and more, visit:

https://kickstartaccountinginc.com/get-started/

 

Connect with Kaitlyn Carlson:

Website | Theory Planning Partners 

Instagram | @theoryplanningpartners

 

Connect with Danielle:

Instagram | @Daniellehayden__OH

Instagram | @Kickstartaccounting

Website | Kickstart Accounting, Inc.

Facebook | Kickstart Accounting, Inc.

Get Started Today: https://kickstartaccountinginc.com/get-started