Mastering Your Exit Strategy

Kaitlyn Carlson - Financial Planning & Its Significance in Your Exit Strategy

Episode Summary

It's all about the significance of financial planning in your exit strategy with Christine and her guest, Kaitlyn Carlson! Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), Accredited Wealth Management Advisor (AWMA®), and the Founder & CEO of Theory Planning Partners. In this episode, she gives expert advice on financial planning and why it is critical to implement it early in your business. Stay tuned!

Episode Notes

Here are the things to expect in this episode:


About Kaitlyn Carlson:

Kaitlyn is the Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States.

Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in 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. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Her career began in asset management with Putnam Investments.

Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®). Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life.

Kaitlyn lives in Marblehead, MA, with her husband, Jake, their son, Russell, and affectionate dog, Bacchus. In her free time, she enjoys exercising, reading, traveling, and trying new restaurants around Boston.


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