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Kyle Walters exposes the secret that most successful people don’t want to deal with the intricacies of personal finance. What’s troublesome is that instead of finding the help they need, they’re often not comfortable admitting they need help at all. If you can relate to feeling overwhelmed by your financial life, but you aren’t ready to purchase a copy, you can:


About the Book The Per$onal CFOTM

What a Personal CFO Does for You

You need quality advice based on principles and, more importantly, your individual situation. Financial experts may understand the industry, but without your values and goals in mind, they won’t be able to put a solid strategy in place. You need an Advocate who works on your behalf, with your best interests in mind.
If you’re ready to get more done, you need an outside force to make that happen. Minimizing the number of items on your to-do list while making sure they are accomplishing what you want done, the Catalyst brings the right action items to your attention and helps you get them across the finish line.
The more success you achieve, the more complex your finances become. Some of the decisions you are making impact other aspects of your financial life. These seemingly competing ideas are much easier to understand when you have an Integrator carefully reviewing the options to maximize the impact on what matters most to you.

How a Personal CFO Works For You

If you’ve been accumulating wealth without a map, you may never know if you arrive at your financial destination. Even more nerve-racking are those of us who are  already in retirement, hoping to not outlive our money, while living a lifestyle we have worked so hard to maintain.
The art of planning is focusing in on actions you can take, which will have the greatest impact on your future. A personal CFO creates a plan for you that is flexible enough to adjust to life’s unexpected events while still keeping your goals on target.
The only way to know if you are getting closer to success is to check your progress. Taking time to measure where you are now compared to both where you’ve been and where you want to be requires an understanding of the entire process. Your personal CFO presents metrics and benchmarks to review so you can see your progress in a clear and meaningful way.
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About the Author
Kyle Walters

One of the founders of Atlas Wealth Advisors LLC and L&H CPAs, Kyle holds a BBA in finance from Texas Tech University, and he’s been featured in The Wall Street Journal and on Fox TV, The Dallas Morning News,, and KTRH Radio.

As a child, Kyle got really into the Berenstain Bear’s book The Trouble with Money. Thirty years later, he is still obsessed with figuring out how much to save, spend, and give away. Kyle lives in Dallas with his wife, Jennifer, and their two daughters.

Kyle has been featured in the following:

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