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 Upland Statistics 2018
Feb:674
Mar:281
Apr:131
May:204
June:823
July:880
Aug:398
Sept:574
Oct:19
Nov:488
Dec:724
Financial Planning Upland Statistics 2017
Feb:2
Mar:979
Apr:225
May:824
June:225
July:544
Aug:313
Sept:90
Oct:777
Nov:181
Dec:671
Financial Planning Upland Statistics 2016
Feb:406
Mar:614
Apr:874
May:406
June:331
July:880
Aug:193
Sept:4
Oct:161
Nov:325
Dec:209
Financial Planning Upland Statistics 2015
Feb:204
Mar:607
Apr:558
May:224
June:95
July:281
Aug:311
Sept:97
Oct:259
Nov:536
Dec:922
Financial Planning Upland Statistics 2014
Feb:79
Mar:234
Apr:576
May:857
June:415
July:246
Aug:603
Sept:822
Oct:861
Nov:476
Dec:227
Financial Planning Upland Statistics 2013
Feb:356
Mar:421
Apr:196
May:518
June:746
July:405
Aug:502
Sept:951
Oct:11
Nov:59
Dec:174
Financial Planning Upland Statistics 2012
Feb:340
Mar:485
Apr:205
May:600
June:21
July:126
Aug:85
Sept:100
Oct:361
Nov:661
Dec:958
Financial Planning Upland Statistics 2011
Feb:907
Mar:560
Apr:598
May:768
June:35
July:826
Aug:959
Sept:392
Oct:246
Nov:154
Dec:910
Financial Planning Upland Statistics 2010
Feb:559
Mar:411
Apr:943
May:571
June:470
July:117
Aug:678
Sept:811
Oct:603
Nov:884
Dec:411
Financial Planning Upland Statistics 2009
Feb:9
Mar:497
Apr:725
May:371
June:157
July:682
Aug:148
Sept:64
Oct:242
Nov:747
Dec:832
Financial Planning Upland Statistics 2008
Feb:572
Mar:790
Apr:669
May:818
June:945
July:579
Aug:810
Sept:503
Oct:990
Nov:753
Dec:74