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Chief Financial Officer

Create a strong Financial Foundation to support your dream business by aligning your internal and external states.

Ms. Willmont works with business CEO’s to align their company vision, mission and values with the company finances for optimal peace of mind. The work is based on creating win-win relationships with a foundation of positive psychology, neuroscience, body breathing and visualization to help shape the process. This approach been very successful in aligning passion, time and finances to create a business and life you love. We often get deep into psychology to free up ways of thinking and being to serve your goals.

We meet privately in elegant and inspiring places to keep your mind in a positive state:

Five Phases:

  1. Discovery: Vision, identify emotional and familial patterns, goals and self-care balance.
  2. Customize accounting system to produce clear and beautiful reports.
  3. Reporting without judgement.
  4. Create a Budget.
  5. Savings system.
  • We begin with the Five Phase process which includes your vision and your psychology as a guide for creating peace of mind and joy with your business and it’s finances. After all, if the leader is not happy, no one will be.
  • Refining your revenue model to maximize fulfillment and financial returns.
  • Financial cohesiveness by communicating with all financial members of your financial team including Tax advisor, bookkeeper, Investment advisor, Insurance advisor and Estate professionals to maximize savings using strategy.
  • Assess profitability in all areas of the business, such as gross profit and overall company profit.
  • Check in with Willmont Financial formula and continually assess what you are passionate about, how many hours do you want to work, how much money do you want to make and save, all to create a positive mindset and contribution through your work.
  • Build on relationships that are supportive and inspiring.
  • Conscious team building based on deep human needs and fulfillment.

Love your Business!

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Schedule your free one hour discovery consultation today!

Schedule a call with Carenna Willmont at 925.878.1230, email at carenna@willmontfinancial.com or click the button to the right to schedule online.

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