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She Built It® Podcast
Welcome to the She Built It® podcast. Join me as I talk to women who have successfully built it - a life and business that they love. We dive into the topic of “how” they built it and talk about everything from having the courage to make career leaps to the details of how to lead effectively, build teams, implement growth strategies, and infuse tech innovation. Magic happens when we focus on the part of ourselves and our business that brings us joy so let’s dive in.
She Built It® Podcast
Building Habits of Wealth with Kaitlyn Carlson, Founder & CEO/Theory Planning Partners
Kaitlyn is the Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States.
Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in both the southern and northeastern regions of the U.S. There, 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. Her career began in asset management with Putnam Investments.
Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®). Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life.
Kaitlyn lives in Marblehead, MA, with her husband, Jake, their sons, Russell and Luke, and their affectionate dog, Bacchus. In her free time, she enjoys exercising, reading, traveling, and trying new restaurants around Boston.