Kaitlyn Carlson
Former Wall Street wealth manager and founder of Theory Planning Partners who advises primarily seven- and eight-figure female entrepreneurs on wealth strategy, financial planning, and building long-term financial optionality.
Best podcasts with Kaitlyn Carlson
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Feb 10, 2026 • 51min
The 3 Financial Mistakes Ambitious Founders Make
Kaitlyn Carlson, former Wall Street wealth manager and founder of Theory Planning Partners who helps seven- and eight-figure women build lasting financial optionality. She contrasts income vs long-term wealth. Short, practical talk on net worth and cashflow, spotting lifestyle spending, why founders need CFO-level strategy not just bookkeeping, and how to make savings automatic and intentional.
