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 Wilmington Statistics 2018
Feb:272
Mar:498
Apr:825
May:164
June:184
July:941
Aug:963
Sept:804
Oct:301
Nov:107
Dec:808
Financial Planning Wilmington Statistics 2017
Feb:869
Mar:379
Apr:525
May:946
June:874
July:603
Aug:332
Sept:887
Oct:82
Nov:569
Dec:790
Financial Planning Wilmington Statistics 2016
Feb:898
Mar:494
Apr:199
May:573
June:319
July:430
Aug:914
Sept:591
Oct:928
Nov:738
Dec:756
Financial Planning Wilmington Statistics 2015
Feb:678
Mar:718
Apr:916
May:980
June:825
July:724
Aug:337
Sept:694
Oct:102
Nov:862
Dec:639
Financial Planning Wilmington Statistics 2014
Feb:464
Mar:971
Apr:863
May:547
June:540
July:653
Aug:746
Sept:437
Oct:146
Nov:945
Dec:10
Financial Planning Wilmington Statistics 2013
Feb:375
Mar:924
Apr:56
May:303
June:662
July:812
Aug:415
Sept:339
Oct:529
Nov:331
Dec:318
Financial Planning Wilmington Statistics 2012
Feb:54
Mar:656
Apr:47
May:156
June:518
July:687
Aug:132
Sept:983
Oct:658
Nov:995
Dec:529
Financial Planning Wilmington Statistics 2011
Feb:647
Mar:274
Apr:635
May:794
June:219
July:645
Aug:259
Sept:594
Oct:568
Nov:315
Dec:897
Financial Planning Wilmington Statistics 2010
Feb:127
Mar:311
Apr:569
May:657
June:643
July:888
Aug:10
Sept:697
Oct:543
Nov:58
Dec:854
Financial Planning Wilmington Statistics 2009
Feb:745
Mar:986
Apr:43
May:402
June:980
July:573
Aug:599
Sept:627
Oct:847
Nov:234
Dec:420
Financial Planning Wilmington Statistics 2008
Feb:879
Mar:679
Apr:660
May:447
June:995
July:556
Aug:676
Sept:121
Oct:868
Nov:245
Dec:778