Kirk Francis
Financial Life Advisors
San Antonio,
Texas
Contact
How to contact
Kirk@fladvisors.com 210.821.6499 x 208
Professional Profile
Call Me When
you want to know the how your business fits into an overall financial plan: Transferable asset; Lifestyle Asset; or Investment Asset.
Professions
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
Compensation
Communications
Corporate finance
Culture
Debt
Due diligence
Employment
Employee benefits
Employee engagement/ retention
Entrepreneurship
Equity
Estate planning
Expert witness
Family business
Fiduciary
Finance
Financial Modelling
Fundraising
Governance
Government contracts
Human Resources
Investments
Leadership Development
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
Life Coaching
Exit/Transition Planning
Business Focus
Business Owners and Family Businesses
Professional Certification
CFP®
Transition Planning Certification or Methodology
CFP®
Client Industries
Business Services
Consumer Services
Energy/Utilities
Financial Services
Government
Manufacturing
Retail
Wholesale/Distribution
Client Results
Exit Planning, Exit Implementation, including my own
Chapter information
Membership
San Antonio Individual
Member since
Member for 8 years
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