Kaitlyn Carlson is the brains behind Theory Planning Partners, a boutique firm that helps female entrepreneurs establish a wealth-building strategy and plan for financial independence—i.e. retirement. In fact, our founder Ellen Yin trusts Kaitlyn with her own finances! Today, wealth advisor Kaitlyn Carlson is sharing her REAL household finances (yeah, you read right)! This is […]

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May 8, 2023

Kaitlyn Carlson Will Retire With $15M in the Bank: Check Out the Juicy Details Behind This Wealth Advisor’s Personal Wealth-Building Strategy

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