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.

Family Maternity

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.

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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.

Happy Senior Couple

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

Meeting with Clients

  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.

Bicycle Repair Shop

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.

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

Sign up to receive updates, notifications of blog post, and free, virtual question and answer sessions.  In addition, we'll send you our "Important Documents to Keep on File" checklist.