Carenna Willmont began financial consulting in 2004, in Santa Monica, CA working with CEO’s to focus on profit and building cash reserves. Her focus is building strong companies with her CEO clients, that contribute to society while managing funds from a balanced perspective with a strong emphasis on creating financial reserves to promote peace of mind in leadership.
Carenna Willmont relocated to the San Francisco Bay area in 2012 to make a more significant impact in the world with her skills. She completed a degree at UC Berkeley, with honors in Political Economy of Finance, and also has completed the Masters CPA education requirements at Golden Gate University in Accountancy. Then she worked for several San Francisco based startups and KPMG for alternative financial investments in the Venture Capital and Private Equity industries. She seeks to work with more clients doing great work. She hires accountants to provide bookkeeping and controllership with Carenna’s CFO guidance.
Build your dream Business while being financially sustainable~
This customized service is designed to analyze and solve your business financial needs and desires all based on your deepest passions for yourself and the world. Carenna provides customized emotional and psychological solutions which have produced significant results for clients. She performs profitability analysis and strategizes to create a system that supports your goals. We work together monthly throughout all financial decision-making processes building a cohesive financial process and team, communicating with tax advisors, bookkeepers, investment professionals and estate planners. Contact Carenna to explore how to work together to make your dream business and life come true.
Carenna believes in collaborating with CEO’s to create a relationship of openness, depth, and exploration as a way of building a thriving business. At Willmont Financial, Carenna creates a safe non-judgmental space where business owners can be the best version of themselves while being supported in a fun, deep and connected way. She designed a Five phase process that brings to the surface deeper psychological patterns so thought patterns do not get in the way of accomplishing your dream life and business. She creates an experience that is positive and feels like you are hanging out with friends while managing your finances. She has experienced that organizing finances with a balanced self-care approach, can guide businesses to achieve sustainability, peace of mind, joy, confidence and prosperity. Goal setting, clear financial record-keeping, and budgeting help to reach goals all while being in a peaceful state. Carenna applies her equation PASSION + TIME + FINANCES = HAPPINESS to build a life and business in which you love.
Schedule a complimentary consultation today.Schedule a 45 minute Discovery Call with Carenna Willmont to see if she and her team are right for you.
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