The Power of Wealth Planning with Kaitlyn Carlson

Kaitlyn is the founder of Theory Planning Partners. She offers holistic financial advice for 7 & 8-figure female entrepreneurs. All of her clients are creating first-generation wealth. Her mission is to get more wealth into the hands of women. In this episode, we discussed how Kaitlyn’s journey led her to start her own firm and serve primarily women-owned businesses, how Kaitlyn optimizes her clients' financial life through a holistic approach, the value of growing your team with the righ...