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 Lake Forest Statistics 2018
Feb:899
Mar:979
Apr:153
May:850
June:175
July:338
Aug:280
Sept:867
Oct:643
Nov:869
Dec:282
Financial Planning Lake Forest Statistics 2017
Feb:946
Mar:195
Apr:782
May:191
June:661
July:941
Aug:778
Sept:306
Oct:299
Nov:709
Dec:797
Financial Planning Lake Forest Statistics 2016
Feb:641
Mar:739
Apr:268
May:575
June:325
July:383
Aug:370
Sept:223
Oct:362
Nov:524
Dec:73
Financial Planning Lake Forest Statistics 2015
Feb:863
Mar:353
Apr:404
May:505
June:221
July:687
Aug:686
Sept:166
Oct:882
Nov:467
Dec:358
Financial Planning Lake Forest Statistics 2014
Feb:407
Mar:135
Apr:849
May:707
June:845
July:646
Aug:5
Sept:485
Oct:384
Nov:274
Dec:60
Financial Planning Lake Forest Statistics 2013
Feb:657
Mar:431
Apr:933
May:18
June:955
July:5
Aug:556
Sept:817
Oct:359
Nov:960
Dec:322
Financial Planning Lake Forest Statistics 2012
Feb:646
Mar:8
Apr:747
May:528
June:475
July:105
Aug:69
Sept:882
Oct:240
Nov:918
Dec:588
Financial Planning Lake Forest Statistics 2011
Feb:564
Mar:594
Apr:570
May:948
June:869
July:631
Aug:656
Sept:525
Oct:61
Nov:589
Dec:544
Financial Planning Lake Forest Statistics 2010
Feb:595
Mar:99
Apr:833
May:954
June:59
July:155
Aug:534
Sept:706
Oct:163
Nov:280
Dec:233
Financial Planning Lake Forest Statistics 2009
Feb:385
Mar:303
Apr:520
May:626
June:221
July:108
Aug:711
Sept:785
Oct:702
Nov:281
Dec:732
Financial Planning Lake Forest Statistics 2008
Feb:912
Mar:388
Apr:95
May:973
June:978
July:640
Aug:989
Sept:572
Oct:740
Nov:822
Dec:525