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 Claremont Statistics 2018
Feb:382
Mar:302
Apr:610
May:757
June:781
July:488
Aug:711
Sept:92
Oct:29
Nov:339
Dec:314
Financial Planning Claremont Statistics 2017
Feb:650
Mar:423
Apr:105
May:949
June:479
July:84
Aug:365
Sept:741
Oct:776
Nov:224
Dec:579
Financial Planning Claremont Statistics 2016
Feb:125
Mar:756
Apr:965
May:126
June:645
July:160
Aug:679
Sept:26
Oct:463
Nov:288
Dec:784
Financial Planning Claremont Statistics 2015
Feb:777
Mar:494
Apr:336
May:806
June:833
July:651
Aug:711
Sept:483
Oct:74
Nov:816
Dec:431
Financial Planning Claremont Statistics 2014
Feb:901
Mar:796
Apr:294
May:676
June:19
July:874
Aug:31
Sept:145
Oct:629
Nov:996
Dec:272
Financial Planning Claremont Statistics 2013
Feb:156
Mar:951
Apr:301
May:619
June:239
July:85
Aug:862
Sept:15
Oct:579
Nov:198
Dec:821
Financial Planning Claremont Statistics 2012
Feb:849
Mar:531
Apr:895
May:923
June:347
July:326
Aug:476
Sept:248
Oct:121
Nov:770
Dec:924
Financial Planning Claremont Statistics 2011
Feb:644
Mar:955
Apr:287
May:273
June:951
July:559
Aug:547
Sept:106
Oct:510
Nov:849
Dec:726
Financial Planning Claremont Statistics 2010
Feb:934
Mar:588
Apr:764
May:513
June:786
July:584
Aug:925
Sept:635
Oct:115
Nov:820
Dec:557
Financial Planning Claremont Statistics 2009
Feb:145
Mar:33
Apr:711
May:267
June:804
July:635
Aug:409
Sept:447
Oct:589
Nov:696
Dec:720
Financial Planning Claremont Statistics 2008
Feb:255
Mar:267
Apr:647
May:765
June:115
July:372
Aug:513
Sept:49
Oct:961
Nov:276
Dec:562