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
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Mike Saunders, MBA

Mike Saunders is the #1 Authority Positioning Coach , the author of Amazon Bestselling book Authority Positioning for Financial Professionals,Adjunct Marketing Professor at several Universities, 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 Jeremy Lach, President of Empire Marketing Partners-Scaling to 8-Figure Annuity Production Without Burning Out - March 11, 2026
• Interview with Jeremy Lach, President of Empire Marketing Partners-Building a Family-Centered, High-Performance Advisor Community - March 10, 2026
• Interview with Jeremy Lach, President of Empire Marketing Partners-From Annuity Producer to Recognized Retirement Expert - March 10, 2026