70 | Holistic Wealth Creation for Female Entrepreneurs with Kaitlyn Carlson

Season #1

Join me for a conversation with Kaitlyn Carlson, financial advisor and Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States.

In this episode:

  • What Kaitlyn has learned from working with some of the wealthiest people in America
  • Why business owners need a financial plan and how to start now
  • The importance of profit over sales 
  • 5 habits of the wealthiest people
  • The 2 most important steps to take right now on your wealth journey

CONNECT WITH KAITLYN:

Website

CONNECT WITH KAT:

Website

Join Eudaimonia

Instagram