Have you ever wondered how you could save now and for the future? In this episode, Camille welcomes Kaitlyn Carlson, the founder and CEO of Theory Planning Partners, which is a boutique wealth creation firm.

Kaitlyn shares her journey of discovering her passion for finances and financial planning and how she started her own company. She shares her advice on how you can also manage your wealth and create balance in your life to achieve your goals, whether it’s financial independence, retirement or getting out of debt.

If you’re interested in learning more about financial planning, tune into this episode to hear Kaitlyn’s tips so that you too can reach your financial goals throughout the different seasons of your life.

Resources:
 
Interested in becoming a virtual assistant? Join the 60 Days to VA Course:
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Connect with Kaitlyn:

Follow Kaitlyn on Instagram: www.instagram.com/theoryplanningpartners

Visit her website: www.theoryplanning.com

Connect with Camille Walker:

Follow Camille on Instagram: www.instagram.com/CamilleWalker.co

Follow Call Me CEO on Instagram: www.instagram.com/callmeceopodcast