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Financial Foundation

Financial Foundation: Get Support to create a Financial Foundation to support your thriving life.

Five Phases:

  1. Discovery: Vision, goals, Identify emotional and familial patterns, self-care.
  2. Customize accounting system to produce clear and beautiful reports.
  3. Reporting and Identify Patterns.
  4. Create a Budget.
  5. Savings system.

Three Phases:

  1. Customize accounting system to produce clear and beautiful reports.
  2. Reporting and Identify Patterns.
  3. Savings system.

Individual Meetings:

We can cover any financial & business topic you would like my review and support.

All services can be in person in beautiful uplifting environments or on zoom.

carenna willmont

Chief Financial Officer

Ms. Willmont works with business CEO's to align their company vision with the company finances for optimal peace of mind for all participating members. The work is based on creating win-win relationships and saving 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 we all love.

We meet privately at elegant and inspiring places to keep your mind uplifted:

  • 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 content.
  • Refining your revenue model to maximize contentment and financial returns.
  • Financial cohesiveness by communicating with all financial members of your team, Tax, Investment and Estate professionals to maximize deductions and tax strategy.
  • Assess profitability of gross profit and overall company profit.
  • Check in with formula and how it currently applies to you. 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.

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Love your Life!

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Vision to Goals Accomplished

Ms. Willmont will take you through the process of getting clear on your vision, customize your accounting system be it QuickBooks or Mint, ensure the reports are accurate, make a budget to get you from where you are to where you want to be so your goals can be met, and you can enjoy a life you envision.

Schedule your free one hour discovery consultation today!

Schedule a call with Carenna Willmont at 310.923.3263, email at carenna@willmontfinancial.com or click the button to the right to schedule online.

For more testimonials please click here