Theory Planning Partners is a boutique wealth creation firm built specifically for the top female entrepreneurs in the United States.

Our founder, Kaitlyn Carlson, consciously crafted this concept based on her experience working with the wealthiest entrepreneurs in America. She noticed that multi-millionaires and billionaires, all of which were men, had a level of access, expertise, and support that positioned them for optimal wealth creation.

We offer a new paradigm — one that blends financial mastery with intuition, action with intention, and strategy with stewardship.

Our mission is to accelerate wealth creation for women and their families by surrounding them with an exceptional team, unparalleled service, and an innovative fee structure that allows them to flourish over the long term.

Collaboration, transparency, empowerment, and objectivity are our highest values.

We work exclusively with women who are a mutually good fit. This is typically a business owner of a privately-held company generating 7-8 figures in annual revenue.

Our clients are passionate high-achievers and decisive delegators who know their time is best spent in their business. Their trust allows us to perform our very best work.