In today's episode of The Biz Doctor, Lauren Goldstein is joined by special guest Kaitlyn Carlson, Founder of boutique wealth creation firm, Theory Planning Partners. She is THE wealth advisor to top Female entrepreneurs here in the United States.
Lauren and Kaitlyn dive into the three critical intersection points between business and finance and how they all relate to the three phases of business.
Specifically, Lauren and Kaitlyn discuss:
- Why business owners need a financial plan (Phase 1)
- How to determine whether you have a lifestyle business or an enterprise business (Phase 2)
- Why a financial success team is important to your business (Phase 3)
Get in touch with Kaitlyn on instagram @theoryplanningpartners and
theoryplanning.com -------------------------
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Meet your host. Lauren Goldstein is founder and CEO of the award-winning and globally-recognized business consulting firm, Golden Key Partnership (
GoldenKeyPartnership.com)
Her clients lovingly call her “The Biz Doctor” (which also happens to be the way this podcas
t got its name). Her superpower is helping 7-figure service-based entrepreneurs uncover what is keeping them stuck in the trenches of their business, so that they can have more freedom, profitability, impact, success, happier teams, and can breathe a much needed sigh of relief.
She’s been featured in Thrive Global, Huff Post, Authority Magazine and is a trusted expert to fortune 500 companies like Apple, Nike, and AT&T, among others.
For more from Lauren, and to learn more about her signature diagnostic framework or how she helps business owners get out from under her business tune visit her website
https://www.GoldenKeyPartnership.comYou can also connect with her on instagram (
www.instagram.com/itslaurengoldstein) or LinkedIn (
www.linkedin.com/in/laurenegoldstein)
The Biz Doctor is produced by Story Studio Network.
www.storystudionetwork.com/