080: Managing Your Wealth, with Kaitlyn Carlson

Jun 7, 2021

Have you got more money in your bank account than you have ever had before? Or are you predicting that this is going to happen in your consulting business soon? 

Do you know what you are 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 take decisions you haven’t had to make before. 

Wealth brings new decisions and you might find it difficult to talk about those with friends and family who are not in your position. There's also such a cultural discomfort with women and wealth.

My guest on the podcast this week is Kaitlyn Carlson, who is President and Founder of Theory Planning Partners, a boutique wealth management firm for women in business.

We talk about:

• 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

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

Get in touch with Jessica to discuss your consulting business

Jessica’s LinkedIn profile