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
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