Ever felt like you're making great money… but you're not really building wealth? Yeah, same. 😬
If you’ve ever wondered why your income keeps growing, but your financial freedom doesn’t, friend, this episode is about to change the game.
In today’s conversation, I sit down with Kaitlyn Carlson, the founder and CEO of Theory Planning Partners. Kaitlyn is a former wealth manager for ultra-high-net-worth individuals at UBS—and now she helps 7-figure female entrepreneurs like YOU build a real financial legacy.
But don’t get it twisted—this isn’t a boring “finance” episode.
We talk about money in a real way:
✨ Why most successful women are stuck at income generation instead of wealth creation
✨ The invisible mindset blocks that sabotage your financial growth (even when you’re making multiple 6 or 7 figures!)
✨ How childhood money dynamics show up in your business
✨ Why you need a wealth team (not just a bookkeeper or CPA)
Kaitlyn shares the exact mindset shifts, strategies, and steps that will help you become a true steward of your business's wealth—not just its revenue.
💡 Spoiler: the key isn’t always to earn more… it's to get smarter about what you already have.
We also dive into powerful questions like:
- Are you building a business that's scalable and sellable?
- What does financial independence actually look like for you?
- What are you modeling for your children when it comes to money?
So whether you're at $500K or $5M in revenue, but still feel like you're in financial quicksand, this episode is here to help you reclaim your power—and your wealth potential.
Click >>PLAY<< to hear all of this and:
[03:44] Why most 7-figure entrepreneurs focus on income but ignore long-term wealth
[08:19] The financial wake-up call that led Kaitlyn to serve female founders
[11:11] How childhood experiences shape your financial mindset
[16:05] The key differences between an income strategy and a wealth strategy
[23:45] Why building wealth requires a team (and not just a bookkeeper!)
[29:32] How to evaluate if your business is scalable, sellable, or sustainable
[37:51] The mental shift that changes everything: from “I have enough” to “I’m enough”
Listen to Related Episodes:
- Tax Secrets Every Entrepreneur Should Know with Karlton Dennis
- 8 Mindset Shifts to Transform Your Relationship with Money
- Wealth Building Strategies: How to Budget, Invest, and Raise Your Prices
📧 Join my Newsletter for a weekly cocktail of insider business strategy, personal reflections, and the journey of being a thought leader. 📧
Click >>PLAY<< to listen now!
Kaitlyn Carlson
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 three children, Russell, Luke, and Grace, and their affectionate dog, Bacchus. In her free time, she enjoys exercising, teaching yoga, reading, traveling, and trying new restaurants around Boston.
