Everyone loves money, right? Most of us know how to make it, and we definitely know how to spend it, but how many of us know about financial planning and wealth management?
Kaitlyn Carlson is the Founder & CEO of Theory Planning Partners, the first family office built exclusively for the top female entrepreneurs in America. Kaitlyn saw a gap in the market she felt compelled to address: business owners, particularly women, needed holistic support earlier in their entrepreneurial journeys to optimize wealth creation.
As women entrepreneurs, having money goals and working towards them is important. Especially the way our world is right now. In this episode, Kaitlyn shares some financial tips and tricks the ultra-wealthy use to grow their wealth. We also discuss what Kaitlyn does to fuel her spiritual and personal development.
Visit www.theoryplanning.com or contact Kaitlyn at kaitlyn.carlson@theoryplanning.com or on LinkedIn at /in/kaitlyncarlson1/
Books mentioned in this episode:
Many Lives Many Masters by Dr. Brian Weiss
The Four Agreements by don Miguel Ruiz
Proof of Heaven: A Neurosurgeon's Journey into the Afterlife by Eben Alexander
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Warrior Up and Believe in You!
Crissy