Theory Planning Partners
Finance · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
3 Bessom St PMB 326, Marblehead, Massach...Phone Number
(617) 872-2790Website
www.theoryplanning.comRevenue
<$5 MillionIndustry
About Theory Planning Partners
Theory Planning Partners is a boutique wealth creation firm tailored for top female entrepreneurs in the United States. Founded by Kaitlyn Carlson, the firm aims to provide a unique blend of financial mastery and intuitive support to accelerate wealth creation for women and their families. They work exclusively with business owners of privately-held companies generating 7-8 figures in annual revenue, focusing on collaboration, transparency, and empowerment. Their mission is to offer exceptional service and an innovative fee structure that enables clients to thrive in the long term.Explore more
Theory Planning Partners Org Chart
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Theory Planning Partners is a boutique wealth creation firm tailored for top female entrepreneurs in the United States. Founded by Kaitlyn Carlson, the firm aims to provide a unique blend of financial mastery and intuitive support to accelerate wealth creation for women and their families. They work exclusively with business owners of privately-hel... Read More
