Financial Planning for Female Entrepreneurs with Kaitlyn Carlson
Wed Mar 05 2025
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode102
Money talk doesn’t have to be boring—or reserved for the finance bros. In this episode, I sit down with Kaitlyn Carlson, founder and CEO of Theory Planning Partners, to break down what wealth creation actually looks like for female entrepreneurs.
From her time managing wealth for ultra-high-net-worth families to building her own boutique financial planning firm, Kaitlyn shares how she’s rewriting the rules of financial advising. We get into:
The outdated financial models keeping women stuck (and how to break free)Why your financial plan shouldn’t be based on your current bank balanceThe connection between money, mindset, and success (yes, it’s a thing)How to regulate your nervous system around money to unlock more abundanceWhat most financial advisors won’t tell you about building real wealth
Plus, we talk about why so many women struggle with financial literacy, the emotional side of money, and how to create a plan that aligns with your long-term vision.
If you're ready to shift the way you think about money and start making empowered financial decisions, this episode is a must-listen.
Connect with Kaitlyn:
Visit Theory Planning for inquiriesFollow on Instagram: @theoryplanningpartnersLearn more about Easy Scaling’s updated offers:
COO + Team
More
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode102 Money talk doesn’t have to be boring—or reserved for the finance bros. In this episode, I sit down with Kaitlyn Carlson, founder and CEO of Theory Planning Partners, to break down what wealth creation actually looks like for female entrepreneurs. From her time managing wealth for ultra-high-net-worth families to building her own boutique financial planning firm, Kaitlyn shares how she’s rewriting the rules of financial advising. We get into: The outdated financial models keeping women stuck (and how to break free)Why your financial plan shouldn’t be based on your current bank balanceThe connection between money, mindset, and success (yes, it’s a thing)How to regulate your nervous system around money to unlock more abundanceWhat most financial advisors won’t tell you about building real wealth Plus, we talk about why so many women struggle with financial literacy, the emotional side of money, and how to create a plan that aligns with your long-term vision. If you're ready to shift the way you think about money and start making empowered financial decisions, this episode is a must-listen. Connect with Kaitlyn: Visit Theory Planning for inquiriesFollow on Instagram: @theoryplanningpartnersLearn more about Easy Scaling’s updated offers: COO + Team