Kaitlyn Carlson built more than 300 financial plans at UBS and advised a private wealth team looking after over $600 million. Not one of her clients was a self-made woman.

The industry that trained her also harassed her, twice, until she started to wonder whether success in private wealth might cost her her safety. So she left, and built the firm she couldn't find.

Kaitlyn is now founder and CEO of Theory Planning Partners, a boutique wealth creation firm for top female entrepreneurs, and she joins Disha and Brittany to talk about the gap between making money and feeling safe with it.

She shares the reframe that pulled her back from quitting, the decision to build a clientele that didn't really exist yet, and the flat-retainer model she had to defend state by state. She's also honest about the productivity addiction she's still unlearning, the village that makes her work sustainable, and why she's certain that wealth and spirituality belong in the same sentence.

Key Timestamps:

• [00:00] The cost of feeling safe
• [02:31] Meet Kaitlyn Carlson
• [03:00] Hockey, finance, and a psychology major
• [05:09] Harassment in wealth management
• [05:58] Two things the industry got wrong
• [08:50] The passion that kept her going
• [10:05] The question that changed everything
• [13:58] Sacrificing safety for success
• [14:35] "If I can't find them, let me create them"
• [16:41] How someone gets paid
• [24:12] Defending the retainer model
• [18:17] Asking for help and the village
• [27:01] When you want to quit and move to the beach
• [32:06] Wealth, abundance, and the airplane
• [38:11] The dog walk and the email that can wait

Memorable Quotes:

"I'm going to have to sacrifice my safety if I want to be successful in private wealth." — Kaitlyn Carlson

"I worked with 300 clients and not one of them was a self-made woman." — Kaitlyn Carlson

Take the Archetype + Growth-Readiness Super Quiz to discover your Business Growth Archetype in eight minutes or less and walk away with a radar view of your company, an immediate action plan, and the insight to grow smarter and faster: https://disha-wuqmsieb.scoreapp.com/

Connect with Kaitlyn Carlson Website: https://theoryplanning.com Instagram: https://www.instagram.com/theoryplanningpartners/ LinkedIn: https://www.linkedin.com/in/kaitlyncarlson1/

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Produced by Evolved Podcasting: https://www.evolvedpodcasting.com