A modern guide to protecting your most valuable resources. Your money. Your energy. Your time.
“Customers find the book provides tremendous insight and is a great read.”
The Personal CFO simplifies your financial life by helping you think like a Chief Financial Officer—strategic, clear, and in control. No jargon, no fluff—just a smarter way to manage your money.
Learn how to define financial goals that actually matter to you—and build a plan that supports your lifestyle, not just a number.
Get step-by-step guidance on how to manage cash flow, reduce stress, and make intentional financial decisions with confidence.
Discover the mindset traps that hold people back—and how to avoid the mistakes that keep even high earners from building real wealth.
Kyle 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.
Kyle has been featured in:
“Loved this book! I continue to reference it frequently even a year after reading it for the first time! Not only a great book for anyone looking to become the CEO of their finances but also for any young CPA/finance professional, as this book provides tremendous insight into how to deliver the new, unique “Personal CFO” service to your clients and truly become their trusted advisor. The breakout the author details in the book has really helped my own practice as there are tons of items from this book I’ve implemented to improve the quality of my own service offerings!”
Michael F.
Amazon
“Kyle has a very new and interesting insight on what motivates us in life and what a pain it is to try and manage an important part of our live that we are ill-equipped to manage correctly. He leans a little heavy on how personal we need to get when bringing a “CFO” into our lives but it just revels his passion. This publication can be super important in your life if your financial stability is important to you. It was important enough to me to recommend it to some very important young people in my life that influence the well being of my family.”
Beth D.
Amazon
“This is a great read that really helps put into perspective what can and should be done when it comes to finances and really lays the foundation how you can develop a trustful relationship with the right adviser and live life knowing that they have things taken care of for you and your family!”
Matt E.
Amazon
Each week, you’ll receive videos and articles to break down complex topics into easy to understand concepts with action items.
Retirement, investment management, and tax planning all together, and at your service.
