Skip to main content
Back to Published Books
The Personal CFO

The Personal CFO

by Kyle Walters

★★★★★ 4.5 · 25 ratings on Amazon
🏆 Bestseller in Budgeting & Money Management

About This Book

In today's information saturated society, busy professionals can become overwhelmed by the constant bombardment of do-it-yourself advice. But while the self-help gurus claim that high-achievers can, and should, manage every aspect of their career, personal matters, and finances, truly successful people know that they need a partner to handle the details. In The Personal CFO, Kyle Walters shows how collaborating with a new kind of advisor can free up busy individuals to focus on the important things. By developing a key relationship—who will advocate for their objectives, be a catalyst for action, and manage their team—clients can become the CEOs of their own lives, putting time and energy into what is most important, while letting a trusted partner handle the moving parts. By working with a Personal CFO, anyone can take control of their life and reclaim the one thing money can't buy: TIME.

Business Financial Planning
Kyle Walters

Kyle Walters

Kyle Walters is a partner at L&H CPAs and Advisors and managing partner of Atlas Wealth Advisors, where he helps entrepreneurs, physicians, executives, and retirees simplify their financial lives through an integrated advice platform. He holds the CFP, CPWA, and CIMA designations, among others, and his work has been featured in The Wall Street Journal, Accounting Today, and on NBC and Fox. He is the author of The Personal CFO: The Secret to Getting More Out of Your Money and Your Life.

View full profile

Listen on Author Hour