Financial Advice for
Every Stage of Your Life
At Crossroads Planning, our goal is to help you build a comprehensive financial strategy that gives you the flexibility to enjoy life now while preparing for the future.
Financial Advice for
Every Stage of Your Life
At Crossroads Planning, our goal is to help you build a comprehensive financial strategy that gives you the flexibility to enjoy life now while preparing for the future.
A Fresh Approach
to Financial Planning
Here’s an idea of what you can expect when working with us:
Save Time
Our collaborative approach eliminates the financial learning curve and allows you more time to do the things you love.
Your Goals, Not Ours
As Fiduciary Advisors, we're driven by your success, not product sales or commission.
Clarity
Our unique process helps you define your personal version of success and what it takes to get there.
Accountability
Our team is here to keep you on track and celebrate all of your victories along the way -- no matter how big or small.
A Fresh Approach
to Financial Planning
Here’s an idea of what you can expect when working with us:
Save Time.
Our collaborative approach eliminates the financial learning curve and allows you more time to do the things you love.
Your Goals, Not Ours.
As Fiduciary Advisors, we're driven by your success, not product sales or commission.
Clarity.
Our unique process helps define your personal version of success and what it takes to get there.
Accountability.
Our team is here to keep you on track and celebrate all of your victories along the way -- no matter how big or small.
Stage 1
Tax Preparation
Because virtually every financial decision has tax implications, effective financial planning demands attention toward tax planning. That’s why for us, “Tax season” doesn’t end on April 15th — it is year round.
From annual tax return preparation to strategic planning, our team of professionals provide an integrated solution.
STAGE 2
Comprehensive Financial Planning
This is the state of your cash flow, how you manage debt (and how to get rid of it), your net worth and what’s available for emergencies — as well as long-term planning for your goals.
STAGE 3
Wealth Management
Our wealth management process begins with us working to understand your personal situation, financial goals, and risk tolerance. The result is a customized investment portfolio and wealth management solution tailored to your specific needs.
Meet the People Behind the Planning
Meet the People Behind the Planning
Tony T. Chan, CFP®, EA
Registered Investment Advisor & Tax Specialist
Garrett G. Jones, CFP®, EA
Financial Planner & Tax Specialist
Brandon Pope, EA
Tax Specialist
John Dang
Operations
Tony T. Chan, CFP®, EA
Registered Investment Advisor & Tax Specialist
Garrett G. Jones, CFP®, EA
Financial Planner & Tax Specialist
John Dang
Operations
We're Proud of the Company we Keep
There’s an old adage that says you’re only as good as the company you keep. Here at Crossroads Planning, we’re firm believers in this sentiment, which is why we’re proud to rub shoulders with a variety of partners who are committed to the success of financial planning industry.
Ready to Get Started?
Whether you have a specific question or are just curious about how we might be able to help you, please fill out the form below and we will contact you soon.