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MEMBER PROFILE

 

Kirk Francis

Financial Life Advisors

 

Member profile details

Membership level
San Antonio
First name
Kirk
Second name/initial
W
Last name
Francis
Suffix
CFP®
Title
CEO & Principal
Company
Financial Life Advisors
 

CONTACT INFORMATION

City
San Antonio
State
Texas
 

PROFILE INFORMATION

Call me when
you want to know the how your business fits into an overall financial plan: Transferable asset; Lifestyle Asset; or Investment Asset.
Profession
  • Coach
  • Consultant
  • Wealth Manager
Functional Expertise
  • Arbitration
  • Board of Directors (not for profit)
  • Business development
  • Business growth
  • Business management
  • Cash flow enhancements
  • Cash management
  • Change Management
  • Charitable giving
  • Communications
  • Compensation
  • Corporate finance
  • Culture
  • Debt
  • Due diligence
  • Employee benefits
  • Employee engagement/ retention
  • Employment
  • Entrepreneurship
  • Equity
  • Estate planning
  • Exit/Transition Planning
  • Expert witness
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Fundraising
  • Governance
  • Government contracts
  • Human Resources
  • Investments
  • Leadership Development
  • Life Coaching
  • Litigation support
  • Management succession
  • Marketing
  • Mediation
  • Mergers
  • Operations
  • Organizational development
  • Philanthropy
  • Private placements
  • Probate
  • Regulatory
  • Retirement
  • Risk management
  • Sales
  • SEC
  • Strategic planning
  • Tax
  • Training
  • Transaction advisory
  • Trusts
Client Industry(ies)
  • Business Services
  • Consumer Services
  • Energy/Utilities
  • Financial Services
  • Government
  • Manufacturing
  • Retail
  • Wholesale/Distribution
Professional Certification(s)
CFP®
Transition Planning Certification or Methodology
CFP®
In Business Since
1977
How to contact
Kirk@fladvisors.com 210.821.6499 x 208
Business Focus
Business Owners and Family Businesses
Client Results
Exit Planning, Exit Implementation, including my own
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