About Us

Meet the team
behind your plan

Willmont Financial was built on the belief that financial clarity and personal fulfillment go hand in hand. We partner with founders and CEOs to create businesses — and lives — they genuinely love.

Carenna Willmont
Carenna Willmont
Founder & Chief Financial Officer
20+ Years Experience
Our Founder

Build your dream business while staying financially sustainable

Carenna Willmont provides customized emotional and psychological solutions for business owners. She performs in-depth profitability analysis, strategizes financial systems, and works monthly with clients on financial decision-making — coordinating seamlessly with tax advisors, bookkeepers, investment professionals, and estate planners.

With more than 20 years of experience, Carenna specializes in working with women business owners — providing CFO-level financial clarity that connects a company's finances with its founder's purpose, so growth feels grounded, confident, and sustainable.

CFO-level financial strategy for founders and CEOs
Profitability analysis and financial systems design
Coordination with tax, bookkeeping, investment & estate teams
Rooted in positive psychology and conscious leadership
Serving clients in person and globally via Zoom
Our Philosophy

The equation at the heart of everything we do

Passion
What you love
+
Time
How you spend it
+
Finances
What you build
=
Happiness
The real goal

This equation guides everything at Willmont Financial. We believe that true financial success isn't just about the numbers — it's about building a business and a life you genuinely love, where your work, your time, and your wealth are all aligned with your deepest values.

How We Work

A safe space for clarity, depth & real growth

Carenna collaborates with CEOs to create relationships defined by openness, depth, and genuine exploration. She establishes a safe, non-judgmental environment where business owners can excel while receiving connected, enjoyable support — free from the anxiety that so often surrounds financial conversations.

Her five-phase process surfaces the deeper psychological patterns that may be quietly hindering financial goals. By combining financial organization with balanced self-care, she guides businesses toward sustainability, peace of mind, joy, confidence, and lasting prosperity.

"The goal isn't just a profitable business. It's a business that supports the life you actually want to live."

The Five-Phase Process
1
Discovery
Clarify your vision, identify emotional and familial patterns, and establish a self-care balance that supports growth.
2
Accounting System Setup
Customize your accounting system to produce clear, beautiful, and actionable financial reports.
3
Reporting Without Judgement
Review your numbers in a supportive environment that encourages honest reflection and growth.
4
Budget Creation
Build a realistic, values-aligned budget that bridges where you are with where you want to be.
5
Savings System
Establish a structured savings approach aligned with your personal and business goals for the long term.
Ready to Begin?

Schedule your free
consultation today.

Just bring your vision. Carenna will help you clarify it, build around it, and turn it into a financially sound reality.

Schedule a Free Consultation carenna@willmontfinancial.com 415.841.3289