Episode 152 | What do Billionaires Invest in and More Financial Planning Advice for Entrepreneurs, with CPA, Kaitlyn Carlson
Kaitlyn Carlson, CPA, is the Founder of Theory Planning Partners, a boutique wealth creation firm built exclusively for the top female entrepreneurs in the United States (and possibly with a Canadian partnership coming soon!).
She has worked in asset management for billionaires and has brought her extensive knowledge of wealth management to the entrepreneurial space.
In this conversation, we talk about
Why entrepreneurs need to have a financial plan and what to focus on first
The difference between an “enterprise business” and a “lifestyle business” and how either one can get you to your financial freedom number
The pyramid of wealth creation
What she learned from working with billionaire clients
… and so much more!
This was a really insightful episode. Tune in for all the details and start to think about your financial future.
To get in touch with Kaitlyn, visit her at:
Insta - @theoryplanningpartners
Website - theoryplanning.com
Calendly - calendly.com/theoryplanning
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