Join the CFO Signal

Each week you will receive one video breaking down complex topics into easy-to-understand concepts with action items. The email will also include three articles - I read a lot, so you don't have to.


 

 

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 ....
2 min read

Revocable? The Trust Decision You Can't Afford to Get Wrong

Oct 20, 2023 by Kyle Walters - The Personal CFO

Deciding between a revocable and irrevocable trust is one of the many important choices in your estate plan. Both have...
2 min read

Should You Have a Trust?  Three Questions To Answer

Oct 13, 2023 by Kyle Walters - The Personal CFO

One question that's always popping up in financial planning conversations is, "Do I really need a trust? I thought that...
3 min read

The Three Pillars Of Successful Investing

Oct 5, 2023 by Kyle Walters - The Personal CFO

Investing can be overwhelming, but with the guidance of three fundamental pillars, you can move forward with...

 

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