Theory Planning Partners is a boutique wealth creation firm for the top female entrepreneurs in the United States.
Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in the South as well as the Northeast. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Her career began in asset management with Putnam Investments.
Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®).
Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life.
Kaitlyn lives in Marblehead, MA, with her husband, Jake, their son, Russell, and affectionate dog, Bacchus. In her free time, she enjoys exercising, reading, traveling, and trying new restaurants around Boston.

Learn More: https://theoryplanning.com/

• Host
• Recent Episodes

Mike Saunders, MBA

Mike Saunders is theAuthority Positioning Coach at Marketing Huddle, the author of Amazon Bestselling book Authority Selling™, Adjunct Marketing Professor at several Universities, contributor to The Huffington Post, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.

Recent episodes from Mike Saunders, MBA (see all)

• Interview with Joyce Palmer, Founder and President of JP Financial Group Discussing Guaranteed Income for Women In Retirement - April 16, 2024
• Episode #63 – Benefits of Filing Taxes Early – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf - April 9, 2024
• Interview with Linda Jensen, Principal and Owner of Heart Financial Group Discussing New Website Loweryourtaxestoday.com - April 8, 2024