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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

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Two Big Estate Planning Decisions:  The Executor And The Trustee

Estate planning involves quite a few crucial decisions. Let's talk about two of those decisions—whom to name as your...

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Do You Have An Estate Plan Or A "State" Plan?

Proper estate planning is essential to ensure that your assets are distributed according to your wishes after you die....

4 min read

Different Ways To Be A "Dividend Investor"

In prior articles and videos, we have discussed how dividend investing can be a great way to generate income to live on...

 

Join The CFO Signal and receive exclusive insights, delivered every Sunday.