Lake

What Kind Of Planning Do You Need?

Comprehensive Financial Plan

 

$1,000 - $3,500*

Written financial plan addressing every aspect of your financial life, including:

  •  Cash Flow

  • Debt Management

  • College Savings

  • Employee Benefits

  • Financial Goals 

You will be provided with clear instructions on how to implement all recommendations of the financial plan

2- to 2 1/2-hour meeting with a Certified Financial Planner    Professional either in person or as a video call to go over the plan in detail

TM

Ongoing Financial Planning & Investment Management

$150-$250/mo*(**) + .3%-.5% of AUM***

  • Unlimited access to a Certified Financial Planner    Professional through phone and email

  • 12 - week implementation process of initial comprehensive plan

  • 1- 2 hour review meetings each quarter after (Add'l meetings as required)

  • Regular updating of your financial plan as your situation or goals change

  • Your own personal client portal where you can review your financial plan in one place

  • Investment management

  • Ongoing communication to convey latest news or opportunities that may impact you

TM

*For normal complexity (for more complex situations, fee can be as much as $500/mo.)

**Additional onboarding fee of $250-$750 applies

***Monthly fee of $200 includes the first $250,000 of AUM

Jump Start Session

 

$600

  • 90 minute video consultation with a Certified Financial Planner    Professional to address one or two of your most pressing financial concerns

  • Follow-up email detailing our discussion, your options, our recommendations, and the next steps needed to accomplish your goals

TM

  • Insurance

  • Investments

  • Retirement Planning

  • Risk Management

  • Tax Planning

(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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