What if the most powerful thing you could do for your financial future had nothing to do with a spreadsheet?
This is one of the most powerful conversations in the Elevate Daily archive, and it felt like exactly the right time to bring it back. In this episode, I sit down with Kaitlyn Carlson, Founder and CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States. She is a Certified Financial Planner, a Certified Exit Planning Advisor, and an Accredited Wealth Management Advisor. But beyond all of that, she is a spiritual seeker, a devoted mother, and someone I deeply respect for the way she leads with integrity, tenderness, and truth. She will talk about nervous system regulation and net worth in the same breath, and she does it in a way that makes the whole conversation feel like a permission slip.
In This Episode We Explore:
- Why wealth is so much more than money and why it always starts from the inside out.
- How to calculate your peace number and why most of us don't have clarity on it yet.
- What it really means to live a work optional life and how to start building toward it from wherever you are right now.
- How to hold the vision without being attached to the how and why Kaitlyn's athletic background shaped her entire financial philosophy.
- Why numbers are neutral, clarity is free, and the sooner you stop being afraid of your finances, the more power you reclaim.
Meet Kaitlyn Carlson:
Before founding Theory Planning Partners, Kaitlyn’s career began in asset management with Putnam Investments. She then spent the majority of her career at UBS Financial Services, holding roles across both the southern and northeastern regions of the U.S. There she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 billion, before becoming an advisor on a private wealth management team overseeing more than $600 million for a select number of families. She holds her CFP, CEPA, and AWMA designations, and brings to all of it a deeply spiritual approach to what it truly means to create wealth. Outside of work, she teaches yoga, travels, and is ravenous to understand why we are here and how to make a meaningful life.
Connect with Kaitlyn:
Connect with Alexia:
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Share it with the woman in your life who is ready to stop being afraid of her finances and start building real wealth on her own terms.
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Let's elevate together, one intentional day at a time.
With love & devotion,
Alexia
