174: Managing Your Wealth with Kaitlyn Carlson

Mar 18, 2024

This week’s episode is a re-release of an amazing interview with Kaitlyn Carlson, from the Seven Figure Consultant Podcast Archives. 

Kaitlyn is President and Founder of Theory Planning Partners, a boutique wealth management firm for women in business. In this episode, we talk all about managing your wealth. 

When you start creating wealth in your consulting business, you’ll likely find you have more money in your bank account than you ever had before! But do you know what you’re going to do with it? I don’t mean going on a shopping spree or buying a dream property, but how you will manage that wealth.

A sudden change in fortune can be destabilising. What can feel like a piece of the puzzle slotting into place can open up a new section of the board as you make decisions you haven’t had to make before.

 

In this episode:

• The cultural discomfort around women and wealth
• Managing quantities of money you may not have experienced before
• Options your business gives you for building wealth
• Developing a wealth mindset
• What you need to do if your financial situation has changed 

 

Useful Links

Kaitlyn:

Find out more about Kaitlyn at Theory Planning Partners and book a free 30 minute call

Connect with Kaitlyn on LinkedIn

Jessica:

Becoming Your Seven Figure Self Workshop

Get in touch with Jessica to discuss your consulting business

Download the entire Seven Figure Consultant mini-season

Submit your questions for this season’s Q&A episode

Jessica’s LinkedIn