Ep 35: How to Build Wealth as a Woman: Redefining Financial Success with Kaitlyn Carlson of Theory Planning Partners

11/07/24 • 50 min

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!

If you’re ready for deeper transformation, join Emily’s breathwork membership to experience the magic. Emily’s Monthly Guided Breathwork & Energy Alchemy: Coming Home to You: https://www.emilyevansrussell.com/breathe

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📌 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

🔗 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!

Get notifications when new episodes drop by tapping the "follow" button!
And if you loved this episode, follow me on Instagram @emilyevansrussell & let me know by leaving a review!

+ Share with a friend you think could benefit from this message!

All other courses/offerings: https://www.emilyevansrussell.com

Previous Episode

Ep 34: From High-Functioning Anxiety to Fulfillment: Healing through Simplicity

Ever feel like you’re endlessly “fixing” yourself, aiming for perfection as the path to healing? Today’s episode takes you into a powerful conversation with Lauren Polly, who shares her journey from high-functioning anxiety to true fulfillment. Together, we explore why traditional “fix it” mentalities often fall short, the importance of listening to your body’s wisdom, and practical ways to create calm from the inside out.💫 What to Listen For:

Why high-functioning anxiety can masquerade as success and how to identify it in your own life.
The surprising link between trauma responses and perfectionism in daily habits.
Physical signals—from sweating to shallow breathing—that may indicate nervous system dysregulation.
Practical steps to create balance over burnout by grounding in your body’s wisdom.
How to recognize when you’re operating from a place of fear rather than ease.
The “stop, challenge, choose” method Lauren uses to interrupt anxiety-driven habits.
Mindset shifts for moving from force to flow and inviting fulfillment naturally.
Tips for noticing signs of high-stress states in the body and what to do about them.
Why slowing down feels uncomfortable and how it can be the key to finding creative inspiration.
Lauren’s experience of redefining success through inner peace rather than external validation.

Today’s conversation with Lauren reveals the path to true fulfillment doesn’t lie in perfectionism but in listening to the body’s subtle signals and embracing simplicity. As you begin to let go of control, you can create space for ease, joy, and a natural flow in your life. Hit play on this transformative episode, and be sure to subscribe to keep learning ways to shift from surviving to thriving.

🔗 Important Links

Lauren’s Book & Website : The Other Side of Bipolar https://laurenpolly.com/
Follow Emily on Instagram: @emilyevansrussell

Get notifications when new episodes drop by tapping the "follow" button!
And if you loved this episode, follow me on Instagram @emilyevansrussell & let me know by leaving a review!

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All other courses/offerings: https://www.emilyevansrussell.com

Next Episode

Ep 36: Surviving to Thriving: How Aleksandra’s Story Inspires Inner Strength - Part 1

📌 In today’s episode, Emily and Aleksandra dive into a heartfelt conversation about the struggles of being 'different' and the powerful love that helped Aleksandra find her way through. From childhood in Russia to adapting to life in Slovenia, Aleksandra shares how the unconditional love of her family gave her a foundation of self-worth that sustained her through some of life’s darkest moments. This episode is a must-listen if you're ready to learn how to find strength and grace amidst life’s hardest challenges

💫 What to Listen For:

The power of family love in forming a strong sense of self-worth from a young age.
Aleksandra’s early life as a biracial child in predominantly white Russia—and her mother’s courage.
How a family’s unconditional support can shape identity in the face of societal rejection.
Insights into living as “different” and navigating discrimination while maintaining inner peace.
Aleksandra’s transformative journey from feeling loved to realizing she could be loved despite challenges.
Why Aleksandra’s resilience through racism offers valuable lessons on self-love and acceptance.
The impact of moving to Slovenia on Aleksandra’s self-image and her fight to belong.
How small acts of kindness from supportive teachers made a huge impact in her life.
The importance of addressing the deep-seated social judgments that can isolate people based on appearance.
Emily and Aleksandra’s reflections on how self-worth and inner peace can be rediscovered through personal growth.

Aleksandra’s story is a testament to the power of family, resilience, and the self-love that blooms from facing life’s challenges. Her journey shows that even in the face of judgment, we can find our own peace. Listen in and feel inspired to connect with what truly makes you feel whole, no matter what. 🌟 If you enjoyed this episode, don’t forget to subscribe, share, and leave a review!

🔗 Connect with Aleksandra:

Connect with Aleksandra at @aleksandra_nkumah or @easeintobeing, and on FB at https://www.facebook.com/aleksandra.batagelj

Get notifications when new episodes drop by tapping the "follow" button!
And if you loved this episode, follow me on Instagram @emilyevansrussell & let me know by leaving a review!

+ Share with a friend you think could benefit from this message!

All other courses/offerings: https://www.emilyevansrussell.com