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
Mastering personal finance requires years of research and learning.
Our collaborative approach helps eliminate the learning curve and allow you more time to do the things you love.

Your Goals, Not Ours
We're driven by your success, not product sales or commission.
In fact, as Fiduciary Advisors, we have a legal responsibility to place your interest before our own.

Clarity
Financial clarity cannot exist without knowing where you want to go.
That’s why we’ve built a process that helps you define your personal version of success and what it takes to get there.

Accountability
Staying committed to acheiving your financial goals can be tough.
Our team is here to keep you on track and celebrate all of your victories along the way -- no matter how big or small.
SERVICES
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.


Services
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.
Services
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

Tony T. Chan, CFP®, EA
Registered Investment Advisor & Tax Specialist

Garrett G. Jones, CFP®, EA
Financial Planner & Tax Specialist

Brandon Pope, EA
Tax Specialist
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.
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What We Believe:
Financial Planning Arcadia Statistics 2018
Feb:474
Mar:867
Apr:512
May:411
June:973
July:130
Aug:282
Sept:559
Oct:639
Nov:215
Dec:877
Financial Planning Arcadia Statistics 2017
Feb:715
Mar:318
Apr:505
May:89
June:317
July:53
Aug:724
Sept:641
Oct:891
Nov:633
Dec:72
Financial Planning Arcadia Statistics 2016
Feb:152
Mar:175
Apr:227
May:154
June:795
July:385
Aug:161
Sept:269
Oct:252
Nov:674
Dec:680
Financial Planning Arcadia Statistics 2015
Feb:804
Mar:962
Apr:783
May:442
June:177
July:659
Aug:221
Sept:892
Oct:978
Nov:727
Dec:982
Financial Planning Arcadia Statistics 2014
Feb:780
Mar:705
Apr:935
May:670
June:337
July:7
Aug:438
Sept:490
Oct:183
Nov:666
Dec:645
Financial Planning Arcadia Statistics 2013
Feb:50
Mar:806
Apr:247
May:302
June:480
July:927
Aug:527
Sept:283
Oct:889
Nov:309
Dec:726
Financial Planning Arcadia Statistics 2012
Feb:969
Mar:947
Apr:958
May:946
June:673
July:939
Aug:239
Sept:453
Oct:644
Nov:174
Dec:123
Financial Planning Arcadia Statistics 2011
Feb:181
Mar:561
Apr:472
May:364
June:226
July:116
Aug:342
Sept:277
Oct:923
Nov:590
Dec:580
Financial Planning Arcadia Statistics 2010
Feb:516
Mar:106
Apr:686
May:404
June:415
July:411
Aug:470
Sept:384
Oct:358
Nov:427
Dec:329
Financial Planning Arcadia Statistics 2009
Feb:366
Mar:569
Apr:484
May:10
June:744
July:608
Aug:992
Sept:925
Oct:168
Nov:464
Dec:289
Financial Planning Arcadia Statistics 2008
Feb:580
Mar:632
Apr:672
May:503
June:222
July:251
Aug:906
Sept:738
Oct:357
Nov:591
Dec:142