Welcome to

Gap To Gap Financial

Filling the gaps in your financial puzzle

Our Process

1.

2.

Work Together to Compile Information

3.

Develop Personalized Financial Plan

4.

Help Implement Recommendations

Ongoing Support

Free Introductory Consultation

5.

What We Can Do For You

Will your pension be enough?  How does it fit with your overall plan? Whether you are a teacher, administrator, or classified employee, navigating your respective pension plan can be tricky.  Let us help you focus on what you do best, helping kids.

Cash Flow Analysis/Budgeting

Develop a cash flow plan combined with a debt assessment to determine where your money is going, and create an actionable plan towards achieving your goals.

Comprehensive Financial Planning

Is the idea of figuring out your entire financial picture overwhelming? Don't know where to start?  Your puzzle has many pieces and we will help show you how they all fit together.

Retirement Planning

Am I on track?

How much should I be saving?

Do I have enough to retire?

If you have these questions, then we can help

  By analyzing your risk tolerance (risk you're comfortable taking), risk capacity (risk you're financially able to take), and the risk you need to take to achieve your goals, we can determine what type of portfolio is appropriate for you.

Your strength is running your business, ours is helping you do that.  From business planning, employee retirement plans, personal financial planning, to an on call "CFO", we can help.

Still not ready? That's okay, we can still help!

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(707) 481-8990

5037 King Pl., Rohnert Park, CA 94928

Gap To Gap Financial (“Gap To Gap”) is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Gap To Gap in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Gap To Gap, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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