The Personal CFO

Kyle Walters

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.

Kyle Walters

Kyle Walters, CFP ®, CPWA ®, CIMA ®, is the founder of Atlas Wealth Advisors and L&H CPAs and Advisors, which specialize in helping entrepreneurs, physicians, executives, and retirees simplify their financial lives. He’s been featured in The Wall Street Journal and on Fox TV, NBC, The Dallas Morning News,, and in Accounting Today. He lives in Dallas with his wife and two daughters.

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