WELCOME TO THE
PERSONAL CFO

Our founder, Kyle Walters, talks about how to protect
and invest your most valuable resources.


Your Money
Your Energy
Your Time
 

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Here's How to Start

I can show you how to go from feeling overwhelmed to feeling informed.

 
step 1

Join the CFO Signal

 

 Each week you will receive

  • One video - In a few minutes, I break down complex topics into easy-to-understand concepts with action items

 ALSO INCLUDES

  • Three articles - I read a lot, so you don't have to.  I include my three favorite articles of the week.

 

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PersonalCFO

 

 
 

Step 2

read the book


Get Your Copy of the Best Selling Book 

The Personal CFO Book offers you a framework for making better financial decisions. 



Purchase the Personal CFO from Amazon

 
Step 2

read the book


Get Your Copy of the Best Selling Book nv

The Personal CFO Book offers you a framework for making better financial decisions. 



Purchase the Personal CFO from Amazon

PersonalCFO

 

Step 3

Work With the Best

Choosing the right financial advisor can be a stressful process, let me help answer any questions you have.

Find the best advisor for you

Find the Best Advisor for you

Let's Get in Touch

I Want to Help You Get More Out Of Your Money and Your Life

Let's Get in Touch

I Want to Help You Get More Out Of Your Money and Your Life

Author Kyle Walters, CFP, CPWA, CIMA

The Personal CFO Book offers you a framework for better financial decision-making.
 

Learn More

Out Advisors at Atlas Wealth share insights from ....
3 min read

3 Ways To Calculate Your Income Rate In Retirement

Mar 8, 2023 by Kyle Walters - The Personal CFO

When planning for retirement, one of the most critical factors to consider is how much money you will need to live...
6 min read

7 Ways To Lower Your Taxes In Retirement

Mar 6, 2023 by Kyle Walters - The Personal CFO

Let's start with the bottom line: you will have more money in retirement if you know how to lower your tax bills...
6 min read

Regular vs. Roth IRA: Compare, Then Decide

Feb 13, 2023 by Kyle Walters - The Personal CFO

Ever since the introduction of Roth IRAs in 1997, the debate over traditional IRAs vs. Roth IRAs has continued and is...

 

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