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:
Tax Return Preparation Cypress Statistics 2018
Feb:241
Mar:521
Apr:545
May:349
June:354
July:964
Aug:637
Sept:492
Oct:712
Nov:755
Dec:178
Tax Return Preparation Cypress Statistics 2017
Feb:646
Mar:592
Apr:203
May:992
June:460
July:144
Aug:809
Sept:531
Oct:296
Nov:713
Dec:347
Tax Return Preparation Cypress Statistics 2016
Feb:715
Mar:841
Apr:303
May:430
June:364
July:529
Aug:308
Sept:606
Oct:49
Nov:854
Dec:955
Tax Return Preparation Cypress Statistics 2015
Feb:817
Mar:592
Apr:896
May:529
June:346
July:73
Aug:675
Sept:993
Oct:666
Nov:879
Dec:984
Tax Return Preparation Cypress Statistics 2014
Feb:22
Mar:793
Apr:657
May:319
June:505
July:4
Aug:252
Sept:220
Oct:845
Nov:556
Dec:650
Tax Return Preparation Cypress Statistics 2013
Feb:84
Mar:959
Apr:815
May:134
June:812
July:770
Aug:538
Sept:629
Oct:361
Nov:433
Dec:157
Tax Return Preparation Cypress Statistics 2012
Feb:507
Mar:833
Apr:700
May:172
June:711
July:684
Aug:298
Sept:734
Oct:476
Nov:956
Dec:53
Tax Return Preparation Cypress Statistics 2011
Feb:960
Mar:305
Apr:200
May:804
June:861
July:851
Aug:13
Sept:946
Oct:809
Nov:828
Dec:79
Tax Return Preparation Cypress Statistics 2010
Feb:597
Mar:618
Apr:249
May:959
June:50
July:407
Aug:666
Sept:558
Oct:239
Nov:366
Dec:731
Tax Return Preparation Cypress Statistics 2009
Feb:49
Mar:29
Apr:684
May:525
June:985
July:737
Aug:506
Sept:945
Oct:41
Nov:707
Dec:749
Tax Return Preparation Cypress Statistics 2008
Feb:557
Mar:762
Apr:848
May:366
June:589
July:927
Aug:987
Sept:186
Oct:545
Nov:236
Dec:144