Kaitlyn Carlson from Theory Planning Partners joins Carrie Kerpen for a powerful conversation about money, values, and preparing for the exit of your dreams.
From surviving toxic power dynamics in wealth management to building a financial planning firm rooted in honesty and advocacy, Kaitlyn breaks down what founders should be thinking about long before they sell.
**This episode is sponsored by Theory Planning Partners.** Theory Planning Partners helps founders and business owners make smarter decisions around wealth, financial planning, and life after exit. Learn more at www.theoryplanning.com.
4:13 - Kaitlyn's Background & Ice Hockey
6:38 - Career Path into Finance
13:33 - The AUM Model Explained
23:58 - Mindset: Abundance vs. Scarcity
26:53 - Theory Planning Partners' Flat Fee Model
33:26 - When to Start Planning Your Exit
35:52 - Investment Categories & Shiny Objects
42:25 - Advice for the First-Time Founder
Kaitlyn CarlsonGuestCarrie KerpenHost
