For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode102 Money talk doesn’t have to be boring—or reserved for the finance bros. In this episode, I sit down with Kaitlyn Carlson, founder and CEO of Theory Planning Partners, to break down what wealth creation actually looks like for female entrepreneurs. From her time managing wealth for ultra-high-net-worth families to building her own boutique financial planning firm, Kaitly...
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For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode102 Money talk doesn’t have to be boring—or reserved for the finance bros. In this episode, I sit down with Kaitlyn Carlson, founder and CEO of Theory Planning Partners, to break down what wealth creation actually looks like for female entrepreneurs. From her time managing wealth for ultra-high-net-worth families to building her own boutique financial planning firm, Kaitly...
Real Talk | Strategic planning and goal setting for Q2
Easy Scaling Podcast
17 minutes
1 year ago
Real Talk | Strategic planning and goal setting for Q2
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode88 This episode goes into the importance of quarterly planning and how you can jump into Q2 and make the most of it. With Q1 almost behind us (crazy, right?), it's time to look ahead. Whether you've been planning all along or just getting started, this is your starter guide for the next quarter. I'll share insights from our 90-day planning process and if you want to dive d...
Easy Scaling Podcast
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode102 Money talk doesn’t have to be boring—or reserved for the finance bros. In this episode, I sit down with Kaitlyn Carlson, founder and CEO of Theory Planning Partners, to break down what wealth creation actually looks like for female entrepreneurs. From her time managing wealth for ultra-high-net-worth families to building her own boutique financial planning firm, Kaitly...
