Have you ever felt frustrated by traditional financial advice that doesn’t resonate with your entrepreneurial goals or lifestyle? Emily talks with Kaitlyn Carlson, Founder of Theory Planning Partners, who’s making waves by creating financial strategies that empower female entrepreneurs.

Kaitlyn shares why she started Theory and how her unique model offers female founders a way to build true wealth through transparency, tailored support, and the freedom to explore wealth on their terms.

📌 What to Listen For

• The Top 5 financial mistakes women entrepreneurs make and how to avoid them
• The story behind Theory Planning Partners: why Kaitlyn founded it to support women in creating wealth in a different way
• How Kaitlyn’s psychology background shaped her holistic, client-centered approach to wealth management
• Key differences between traditional finance models and Theory’s flat-fee retainer system
• Why traditional “assets under management” models can hinder entrepreneurial growth—and how Theory changes that
• How women are often excluded from wealth-building conversations and the need for a female-focused financial approach
• The importance of financial literacy and transparency in long-term wealth planning
• Kaitlyn’s insights on lifestyle “creep” and why it’s a key obstacle in sustainable wealth creation
• The impact of having an advisor who actively collaborates with all areas of your financial life, from CPA to bookkeeping
• How setting a “work optional” number can bring freedom and clarity to your wealth-building journey

In this inspiring conversation, Kaitlyn Carlson, Founder of Theory Planning Partners, shares how women can take charge of their wealth and create financial freedom on their own terms. With a transparent, collaborative approach, Theory’s model supports women’s unique financial journeys and entrepreneurial ambitions. Don’t miss the chance to rethink your wealth strategy—listen now, subscribe, and join the community!

🔗 Important Links

• Contact Kaitlyn and learn more about Theory Planning Partners, Theory Planning Partners, a boutique wealth creation firm built exclusively for the top female entrepreneurs in the United States. https://theoryplanning.com/
• Connect with Theory Planning Partners on Instagram https://www.instagram.com/theoryplanningpartners/
• Follow Emily on Instagram @emilyevansrussell & leave a review!

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