Client Specialist
CurrentTheory Planning Partners is the first of its kind: a boutique wealth creation firm built exclusively for the top female entrepreneurs in the United States. We combine the sophistication of private wealth with the intimacy of a family office to help women translate their business success into personal wealth and a lasting legacy.We work with a limited number of women who are a mutually good fit. This is typically a business owner of a privately-held company generating 6-, 7-, or 8- figures in revenue. Our clients are passionate high-achievers and decisive delegators who know their time is best spent in their business. Their trust allows us to perform our very best work.