70 | Holistic Wealth Creation for Female Entrepreneurs with Kaitlyn Carlson
Join me for a conversation with Kaitlyn Carlson, financial advisor and Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States.
In this episode:
What Kaitlyn has learned from working with some of the wealthiest people in America
Why business owners need a financial plan and how to start now
The importance of profit over sales
5 habits of the wealthiest people
The 2 most important steps to take right now on your wealth journey
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The skinny
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