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 Guasti Statistics 2018
Feb:836
Mar:386
Apr:353
May:46
June:92
July:187
Aug:972
Sept:908
Oct:667
Nov:361
Dec:415
Financial Planning Guasti Statistics 2017
Feb:719
Mar:790
Apr:15
May:952
June:531
July:963
Aug:672
Sept:104
Oct:834
Nov:111
Dec:835
Financial Planning Guasti Statistics 2016
Feb:112
Mar:535
Apr:987
May:3
June:361
July:81
Aug:554
Sept:197
Oct:468
Nov:907
Dec:244
Financial Planning Guasti Statistics 2015
Feb:94
Mar:215
Apr:467
May:762
June:577
July:883
Aug:295
Sept:295
Oct:672
Nov:310
Dec:247
Financial Planning Guasti Statistics 2014
Feb:273
Mar:919
Apr:308
May:106
June:30
July:142
Aug:216
Sept:142
Oct:677
Nov:203
Dec:146
Financial Planning Guasti Statistics 2013
Feb:284
Mar:700
Apr:236
May:753
June:607
July:480
Aug:312
Sept:702
Oct:696
Nov:780
Dec:463
Financial Planning Guasti Statistics 2012
Feb:663
Mar:759
Apr:569
May:335
June:68
July:816
Aug:538
Sept:342
Oct:735
Nov:846
Dec:448
Financial Planning Guasti Statistics 2011
Feb:989
Mar:665
Apr:908
May:666
June:868
July:53
Aug:705
Sept:152
Oct:754
Nov:941
Dec:905
Financial Planning Guasti Statistics 2010
Feb:421
Mar:217
Apr:61
May:116
June:997
July:525
Aug:390
Sept:660
Oct:283
Nov:959
Dec:995
Financial Planning Guasti Statistics 2009
Feb:774
Mar:532
Apr:694
May:509
June:378
July:142
Aug:274
Sept:367
Oct:807
Nov:182
Dec:32
Financial Planning Guasti Statistics 2008
Feb:236
Mar:737
Apr:828
May:990
June:678
July:732
Aug:350
Sept:98
Oct:950
Nov:412
Dec:215