26. How to Create Aligned Wealth (Without Shame, Hustle, or Scarcity) with Kaitlyn Carlson

Elevate Daily

What if wealth could be rooted in clarity, freedom, and intentional stewardship, rather than shame, pressure, or over-efforting?

In this episode, I'm joined by Kaitlyn Carlson, founder of Theory Planning Partners, for a soulful and grounded conversation on what it means to create aligned wealth, especially as a woman leader. We explore how to redefine financial success in a way that supports your nervous system, honors your values, and gives you the freedom to lead from clarity, not survival mode.

We dive into:

• Releasing outdated models of wealth rooted in shame and hustle
• How to calculate your actual “peace point” and work-optional number
• Why true wealth includes relationships, time, love, and talent, not just money
• The mindset shifts required to feel safe receiving and stewarding more
• Why authentic wealth begins with honoring your values, dreaming boldly, and owning what you truly, unapologetically desire

Plus, Kaitlyn shares her courageous journey of leaving a prestigious role at UBS to create a boutique firm with a revolutionary flat-fee model—serving women at every financial stage with equal care and respect.

This is a powerful conversation for anyone ready to elevate their relationship with money—not just on paper, but in your body, your leadership, and your everyday life.

Meet Kaitlyn:

Kaitlyn is the Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for top female entrepreneurs. Before launching Theory, she spent the majority of her career at UBS Financial Services, where she developed over 300 financial plans for clients with assets ranging from $500,000 to $1 Billion.

Outside of work, Kaitlyn is a spiritual seeker devoted to understanding why we are here and how to live a meaningful life.

Kaitlyn’s Gene Keys Illuminated in This Episode:

Gene Key 37 – Shadow: Weakness → Gift: Equality → Siddhi: Tenderness

Gene Key 31 – Shadow: Arrogance → Gift: Leadership → Siddhi: Humility

Connect with Kaitlyn:

• Visit Kaitlyn’s Website
• Follow @theoryplanningpartners on Instagram

Continue Your Journey:

• Access Your Free Gene Keys Profile
• Want a deeper understanding of your energetic design? Listen to:
• #14 — The Gene Keys Explained: Your Personal Blueprint for Effortless Leadership
• Book Your ILLUMINATE Experience
• Connect with Alexia on Instagram → @alexia_usgaard

Loved this episode?

If this conversation spoke to you, share it with someone who’s ready to redefine wealth with more clarity, freedom, and ease.

Your share might be the spark they need to step into a more aligned way of living.

Tag me on Instagram or send a DM…I’d love to celebrate your biggest insight from the episode with you.