We empower visionary entrepreneurs to pursue what they love while building personal and meaningful wealth.


Turning visionaries into meaningful millionaires.

Pursue what you love while maximizing your impact, net worth, and quality of life.

A Personal CFO is your catalyst to meaningful wealth.



Do more of what you love and less of what you don't.



Align your assets, liabilities, and cash flow to your personal and business values.



Reclaim the pursuit of what matters to you.



We exist to maximize your impact, net worth, and quality of life.

Build a Better Life

Leverage Accountability

An entrepreneur's "chances of success increase to 95 percent when they build in ongoing meetings with their partners to check in on their progress."  Read about it here


Ongoing strategic meetings

Accountability is built into the Personal CFO relationship.  You'll have a partner to help you stay on track and refocus on what's important to you.


Value-focused advice

Every interaction is intentionally centered around your vision, goals, and desired impact.

Maximize Your Cash Flow

Personal and career fulfillment are side effects of building meaningful wealth.

While focusing on your goals, vision, and values, Atmos helps you optimize your finances and get the most out of every dollar.


Tax efficiency planning

Reduce your relationship with the IRS and find out where you could be saving money.


Asset optimization

Ensure that every line of your balance sheet is earning you the most money possible

Streamline Your Financial Picture

It's difficult to see the big picture when the pieces are disconnected and spread across the internet, filing cabinet, and shoebox.

See it all in one place, access extensive analytics, and deepen your understanding of your personal and business finances.


Unified client portal

See all of your assets and liabilities in one place.  No more gathering data from separate sites, accounts, and documents.


Comprehensive analytics

With centralized finances comes all-inclusive analytics and the power to make data-driven decisions that align with your personal and business values.

Operate At Full Capacity

Stop doing things you shouldn't be doing.

A Personal CFO will help you monopolize your strengths and outsource your weaknesses.


Capitalize on your strengths

"...people have several times more potential for growth when they invest energy in developing their strengths instead of correcting their deficiencies."
- Tom Rath


Adapt to change

Have a partner to help you navigate critical decisions and unexpected circumstances in your personal and business life.

Frequently Asked Questions

What is a Personal CFO?


The Personal CFO model is a ground-breaking partnership that empowers visionary business owners to pursue what they love while maximizing their impact, net worth, and quality of life.

Read the full article here

What area do you serve?


We serve the continental US.

Who do you work with?


We work with business owners and real estate investors that have visions greater than themselves.

We don't have any financial minimums, but our partners have at least one of the following goals:
• 1M+ Revenue
• 1M+ After-tax personal profit
• 1M+ Real estate portfolio

Do more of what you love and less of what you don't.

Join the other visionaries who have partnered with Atmos.

We'll keep you updated on the rapid growth of Atmos Planning.

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