Financial Planning for Female Entrepreneurs with Kaitlyn Carlson

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• The outdated financial models keeping women stuck (and how to break free)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 balance
• The connection between money, mindset, and success (yes, it’s a thing)
• How to regulate your nervous system around money to unlock more abundance
• What 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 inquiries
• Follow on Instagram: @theoryplanningpartners

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