188 A Paradigm Shift to Wealth Creation with Kaitlyn Carlson The Legalpreneur Podcast

I am so happy to have Kaitlyn Carlson on today.  Kaitlyn is a wealth planning expert and the Founder and CEO of Theory Planning Partners.  Theory’s focus is on wealth creation for female entrepreneurs and they achieve their clients goals through collaboration, transparency, empowerment and objectivity.
 


In this episode we will cover:
Assets under managementFlat Fee ModelBalance Sheet - the holistic approach



You can find Kaitlyn’s website here or find her on Instagram @theoryplanningpartners.


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Disclaimer: 
The Legalpreneur Podcast is advertising/marketing material. It is not legal advice. Please consult with your attorney on these topics. Copyright Legalpreneur Inc 2022