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 Stanton Statistics 2018
Feb:327
Mar:620
Apr:189
May:914
June:884
July:904
Aug:583
Sept:91
Oct:534
Nov:238
Dec:985
Financial Planning Stanton Statistics 2017
Feb:980
Mar:539
Apr:246
May:980
June:631
July:86
Aug:668
Sept:793
Oct:915
Nov:107
Dec:184
Financial Planning Stanton Statistics 2016
Feb:177
Mar:185
Apr:735
May:68
June:827
July:762
Aug:402
Sept:153
Oct:382
Nov:591
Dec:67
Financial Planning Stanton Statistics 2015
Feb:495
Mar:651
Apr:357
May:28
June:889
July:341
Aug:587
Sept:869
Oct:881
Nov:833
Dec:848
Financial Planning Stanton Statistics 2014
Feb:920
Mar:515
Apr:304
May:835
June:622
July:488
Aug:605
Sept:800
Oct:673
Nov:339
Dec:868
Financial Planning Stanton Statistics 2013
Feb:100
Mar:269
Apr:653
May:482
June:861
July:720
Aug:747
Sept:355
Oct:370
Nov:103
Dec:384
Financial Planning Stanton Statistics 2012
Feb:445
Mar:971
Apr:127
May:325
June:804
July:976
Aug:837
Sept:724
Oct:491
Nov:141
Dec:559
Financial Planning Stanton Statistics 2011
Feb:630
Mar:163
Apr:913
May:303
June:502
July:780
Aug:803
Sept:602
Oct:48
Nov:456
Dec:84
Financial Planning Stanton Statistics 2010
Feb:175
Mar:831
Apr:264
May:546
June:935
July:649
Aug:806
Sept:380
Oct:619
Nov:934
Dec:706
Financial Planning Stanton Statistics 2009
Feb:909
Mar:543
Apr:147
May:399
June:684
July:706
Aug:512
Sept:314
Oct:869
Nov:425
Dec:617
Financial Planning Stanton Statistics 2008
Feb:204
Mar:420
Apr:973
May:253
June:876
July:56
Aug:162
Sept:50
Oct:888
Nov:426
Dec:597