Kaitlyn Carlson built more than 300 financial plans at UBS and advised a private wealth team looking after over $600 million. Not one of her clients was a self-made woman.

The industry that trained her also harassed her, twice, until she started to wonder whether success in private wealth might cost her her safety. So she left, and built the firm she couldn't find.

Kaitlyn is now founder and CEO of Theory Planning Partners, a boutique wealth creation firm for top female entrepreneurs, and she joins Disha and Brittany to talk about the gap between making money and feeling safe with it.

She shares the reframe that pulled her back from quitting, the decision to build a clientele that didn't really exist yet, and the flat-retainer model she had to defend state by state. She's also honest about the productivity addiction she's still  ...