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Visionary Spotlight: Chantelle Davis

Today, we introduce you to Chantelle Davis!

Introduce yourself to the Visions of Greatness audience. Hi, I am Chantelle Davis, a Global Business Strategist, and I'm passionate about helping my clients "Beat The IRS Legally." My goal is to provide a holistic business growth experience that allows them to take control of their finances. I'm known by many as "Your Favorite Tax, Wealth, and Mortgage Strategist."

I'm an author, speaker, community leader, and tax code translator who enjoys providing an engaging and captivating experience that allows entrepreneurs to grow their businesses. I am a wife, mother, and GiGi (grandma) who had to learn how to balance family and my entrepreneurial journey. I'm passionate about the power of positive thinking and taking action. I believe everyone should have access to quality financial advice to make sound decisions for their business and family.

My mission is to help clients protect, grow, and maintain their wealth by using the tax law to their advantage. I provide comprehensive strategies that allow clients to make informed decisions while minimizing their tax liabilities. I have built a successful business featured on various media outlets such as Yahoo Finance, MarketWatch, NBC, CBS Fox News, and CW.

Who or what inspired you to pursue entrepreneurship? Having ultimate control over my time inspired me to pursue entrepreneurship. My oldest son had always been a big fan of basketball, but when the time came for him to try out for the team during his 7th-grade year, he refused. When I asked why he told me he didn't want to because he knew my work schedule wouldn't allow me to come to most of his games. This realization hit me hard and prompted me to change my life so that no matter what happened, I could be there for my kids if they needed me. With this thought in mind, I decided to become an entrepreneur and start my own business to develop flexibility and freedom within my schedule. The decision has allowed me to create a more balanced lifestyle where I can spend quality time with my family and simultaneously manage the business's demands. It's been incredibly rewarding to shape my destiny and give back to those around me who matter most in life.

Tell the Visions of Greatness audience more about your products/services. As a business and finance professional, I offer various services to my clients. Tax planning is one of my specialties, as I have experience preparing taxes and advising clients on the best ways to minimize their tax burden. Additionally, I can provide money management counsel to help individuals and businesses make strategic decisions about their financial future. From budgeting to wealth-building advice, I can assist with managing money wisely. Mortgages are another area that I specialize in. With access to the latest information on interest rates and financing options, I can find the right loan structure for my clients’ needs. Insurance is another important consideration for any individual or business; I am knowledgeable about various types of policies from life insurance to commercial liability and will advise my clients on which plans are most suitable for their situation. When it comes to small businesses, I also offer virtual staffing solutions and business coaching services that encompass marketing strategies, customer service plans, operational efficiency plans, growth strategies and more. My goal is always to help entrepreneurs take their operations to the next level by providing thoughtful guidance tailored specifically for them.

What are the 3 most valuable lessons you have learned as an entrepreneur? As an entrepreneur, I have learned three invaluable lessons in my journey towards success. Firstly, I have come to realize the importance of resilience in entrepreneurship. No matter what setbacks and obstacles you will face, it is critical to stay determined and persist. This means maintaining focus when faced with difficulties and having the perseverance to reach your goals. Secondly, I have realized that collaboration is key when growing a business or idea. Engaging with other entrepreneurs, investors, and mentors can help open new doors to success. Furthermore, delegating tasks to people who are more knowledgeable or specialize in certain areas can be a great way of making sure that tasks are being done efficiently and effectively. Finally, I believe one should always keep learning. Whether it be reading up on industry news or attending seminars/conferences related to their field of business, constantly striving for knowledge is crucial for any successful entrepreneur. In summary, these three key lessons - resilience, collaboration, and continuous learning - have been the foundation for my journey so far as an entrepreneur and will continue to guide me as I pursue further success in this ever-evolving field!

Why is mental health important for entrepreneurs? Mental health is an important part of any entrepreneur’s success. Entrepreneurs have to face a unique set of challenges, including long hours, unpredictable income streams and the stress of competing in a competitive marketplace. Mental health can provide the essential coping mechanisms to manage these demands and stay resilient and productive during the highs and lows of entrepreneurship. Mental wellness helps entrepreneurs identify when it may be time for self-care or when additional resources may be needed for better mental health maintenance. Mental health also plays an important role in decision making, problem solving and managing our emotions so that we can remain focused on business objectives. Entrepreneurs should not overlook the importance of monitoring their mental health and seeking resources as needed such as counseling, finding a supportive community or utilizing online resources if necessary. Mental health can be the difference between successful business growth or winding down a venture due to burnout. It’s critical that entrepreneurs should monitor their mental wellbeing with just as much dedication as they would devote to growing their business if they want to reach their peak performance potential.

How do you overcome adversity in your life and business? I have found that the most effective way to overcome adversity in my life and business is through prayer and meditation. Prayer helps me to take a step back from whatever problem I'm facing and to look at it from a more holistic perspective. I can also use prayer to vent my frustrations, fears, and worries, allowing me to clarify the situation. Meditation is equally essential, as it lets me clear my mind and focus on positive thoughts and outcomes. I can relax, become aware of my emotions, and turn negative thinking into positive affirmations through meditation. By standing still amid chaos or difficulty, I can become better equipped to handle whatever comes my way. In addition to prayer and meditation, actively engaging in self-care practices like journaling is a great way to manage stress levels while refocusing on my desired outcome. On days when adversity feels overwhelming, I take time away from work or whatever problem it is causing duress to rest, reset and regroup. Taking breaks allows me to push past limits set by stressors so that I can make decisions more clearly rather than out of fear or anxiety. Prayer and meditation ultimately provide the space for self-reflection, which helps cultivate resilience and courage when faced with challenging situations in life or business.

Share with us one ingredient in your secret sauce for success. One of the key ingredients in my secret sauce for success is confidence. Having a strong belief in oneself and the ability to trust one's own decisions is vital for achieving success. Confidence gives us the strength to take risks, to take on new challenges and try out different strategies. It allows us to be persistent even when faced with failure, and to believe that we are capable of achieving our goals. Confidence can also help us build valuable relationships, as it demonstrates that we have faith in ourselves and rely on our own judgement. This ultimately helps others see us as reliable and dependable people who will stay true to their word. By having a solid foundation of self-belief, we can be sure that we will remain motivated even during difficult times, enabling us to retain focus on our objectives and achieve great things!

What's your vision for 2023 and beyond? My vision for 2023 and beyond is to establish myself as a leader in the financial education space, influencing a global audience. I will build multiple sustainable, scalable, and salable seven-figure businesses that are helping other entrepreneurs do the same. I aim to become an internationally acclaimed speaker and educator on financial literacy topics such as taxation, savings, debt management, credit building, budgeting tools, and more. Moreover, I plan to develop a suite of digital products that entrepreneurs can access worldwide to gain knowledge on managing their finances better. Alongside this, I will continue to engage in meaningful collaborations with like-minded individuals who share my mission to create positive change through financial education. Finally, I aim to become a trusted source of advice for those who need it most within the communities I care about most — helping them break free from the cycle of poverty while creating financial independence.

Through my work, I want to empower people to take control of their financial destinies and become self-sufficient. I plan to achieve this in various ways, including offering free resources and tools like online education. Additionally, I plan to host virtual events and workshops focusing on tax strategies, income diversification, and debt management. I will also collaborate with employers, local governments, and educational institutions to create opportunities for people to gain financial knowledge.

Ultimately, my mission is to make financial education accessible to everyone — regardless of their socio-economic background — so that they can use this knowledge as a stepping stone toward achieving their financial goal of generational wealth.

How can the Visions of Greatness audience connect with you? You can connect with me by visiting my website

Special thanks to Chantelle Davis for sponsoring The Roadmap To Greatness Conference! Click here for the replay bundle.

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