Pursue what you love while maximizing your impact, net worth, and quality of life.
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.
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
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.
Every interaction is intentionally centered around your vision, goals, and desired impact.
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.
Reduce your relationship with the IRS and find out where you could be saving money.
Ensure that every line of your balance sheet is earning you the most money possible
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.
See all of your assets and liabilities in one place. No more gathering data from separate sites, accounts, and documents.
With centralized finances comes all-inclusive analytics and the power to make data-driven decisions that align with your personal and business values.
Stop doing things you shouldn't be doing.
A Personal CFO will help you monopolize your strengths and outsource your weaknesses.
"...people have several times more potential for growth when they invest energy in developing their strengths instead of correcting their deficiencies."
- Tom Rath
Have a partner to help you navigate critical decisions and unexpected circumstances in your personal and business life.
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
We serve the continental US.
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
Join the other visionaries who have partnered with Atmos.