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 Atwood Statistics 2018
Feb:10
Mar:331
Apr:794
May:309
June:292
July:623
Aug:188
Sept:216
Oct:754
Nov:895
Dec:627
Financial Planning Atwood Statistics 2017
Feb:244
Mar:684
Apr:725
May:814
June:978
July:120
Aug:762
Sept:138
Oct:218
Nov:537
Dec:922
Financial Planning Atwood Statistics 2016
Feb:382
Mar:455
Apr:9
May:382
June:19
July:11
Aug:463
Sept:30
Oct:342
Nov:257
Dec:339
Financial Planning Atwood Statistics 2015
Feb:880
Mar:528
Apr:851
May:634
June:422
July:477
Aug:872
Sept:667
Oct:161
Nov:596
Dec:481
Financial Planning Atwood Statistics 2014
Feb:716
Mar:242
Apr:277
May:935
June:779
July:199
Aug:70
Sept:160
Oct:655
Nov:80
Dec:543
Financial Planning Atwood Statistics 2013
Feb:91
Mar:5
Apr:705
May:433
June:262
July:44
Aug:68
Sept:142
Oct:572
Nov:919
Dec:777
Financial Planning Atwood Statistics 2012
Feb:396
Mar:648
Apr:662
May:558
June:244
July:142
Aug:697
Sept:961
Oct:385
Nov:975
Dec:895
Financial Planning Atwood Statistics 2011
Feb:173
Mar:966
Apr:324
May:828
June:45
July:868
Aug:502
Sept:136
Oct:873
Nov:206
Dec:570
Financial Planning Atwood Statistics 2010
Feb:251
Mar:639
Apr:277
May:824
June:558
July:54
Aug:818
Sept:955
Oct:703
Nov:480
Dec:512
Financial Planning Atwood Statistics 2009
Feb:622
Mar:209
Apr:907
May:6
June:183
July:802
Aug:171
Sept:356
Oct:767
Nov:496
Dec:184
Financial Planning Atwood Statistics 2008
Feb:363
Mar:686
Apr:950
May:235
June:893
July:520
Aug:370
Sept:144
Oct:158
Nov:648
Dec:968