Frequently Asked Questions

Kairos Capital & Consulting offers three core services: personalized financial planning, business and capital consulting, and financial literacy education. Capital work can include private equity solutions, corporate finance advisory, asset-backed financing, leveraged buyouts, venture funding, and multi-family office investment services for high-net-worth individuals, families and institutions.

Our clients include business owners, real estate investors, high-net-worth individuals, and not-for-profit institutions seeking capital market solutions and strategic business growth. We also work with individuals and families who want a personalized financial plan.

Kairos Capital & Consulting is based in Houston, Texas, and serves clients in Houston and the greater Houston area.

Kairos is an ancient Greek word meaning “the right or critical moment”—the opportune time to take decisive action for the best possible outcome. Unlike chronos, which refers to chronological time, kairos is about recognizing and seizing unique, fleeting opportunities.

We partner closely with clients to assess capital requirements, recommend optimal financing strategies, and provide operational tools and strategic planning to scale their vision effectively.

Send a message through the contact form at kairos-cc.com/contact-us with a short note about your goals. A member of the Kairos team will follow up to talk through your situation and the right next step.

A Kairos plan covers budgeting, debt management, saving for future needs, investing, building an emergency fund, and planning for retirement or legacy goals, all based on a full review of your income, expenses, assets and liabilities.

A generic plan applies the same rules to everyone. A personalized plan starts with your situation, goals and risk tolerance, so every recommendation is tied to what you are actually trying to achieve.

It is for individuals and families at any stage who want a clear roadmap, including people preparing for a major purchase, a career change, retirement, or passing wealth to the next generation.

We partner closely with clients to assess capital requirements, recommend optimal financing strategies, and provide operational tools and strategic planning to scale their vision effectively.

Depending on the company, we help clients evaluate alternative funding, business credit, asset-backed financing, private equity and venture funding, corporate finance advisory, and leveraged buyout structures.

Yes. We help owners design buy/sell agreements and succession plans so they can grow, protect and eventually transfer the wealth their business creates.

Our programs are built for schools, municipalities, churches and organizations that want to give their communities real-world financial knowledge.

The modular courseware covers budgeting, credit, debt management, retirement planning, insurance strategies and wealth-building, tailored to each audience.

Yes. We deliver everything from a one-time seminar to a multi-week curriculum, using hands-on workshops, relatable examples and interactive sessions.