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 Hawthorne Statistics 2018
Feb:303
Mar:984
Apr:905
May:385
June:499
July:723
Aug:842
Sept:802
Oct:647
Nov:343
Dec:806
Tax Return Preparation Hawthorne Statistics 2017
Feb:942
Mar:659
Apr:298
May:353
June:949
July:12
Aug:539
Sept:870
Oct:558
Nov:408
Dec:710
Tax Return Preparation Hawthorne Statistics 2016
Feb:352
Mar:710
Apr:942
May:841
June:136
July:21
Aug:725
Sept:440
Oct:5
Nov:630
Dec:826
Tax Return Preparation Hawthorne Statistics 2015
Feb:352
Mar:667
Apr:306
May:1000
June:10
July:111
Aug:958
Sept:952
Oct:771
Nov:255
Dec:305
Tax Return Preparation Hawthorne Statistics 2014
Feb:267
Mar:845
Apr:589
May:826
June:252
July:298
Aug:860
Sept:604
Oct:7
Nov:801
Dec:445
Tax Return Preparation Hawthorne Statistics 2013
Feb:822
Mar:169
Apr:585
May:828
June:800
July:410
Aug:331
Sept:151
Oct:77
Nov:637
Dec:151
Tax Return Preparation Hawthorne Statistics 2012
Feb:749
Mar:108
Apr:39
May:519
June:364
July:345
Aug:238
Sept:632
Oct:189
Nov:827
Dec:457
Tax Return Preparation Hawthorne Statistics 2011
Feb:125
Mar:316
Apr:45
May:132
June:117
July:490
Aug:277
Sept:940
Oct:660
Nov:863
Dec:767
Tax Return Preparation Hawthorne Statistics 2010
Feb:272
Mar:98
Apr:611
May:350
June:735
July:763
Aug:437
Sept:484
Oct:871
Nov:477
Dec:3
Tax Return Preparation Hawthorne Statistics 2009
Feb:822
Mar:242
Apr:867
May:11
June:69
July:323
Aug:453
Sept:194
Oct:640
Nov:498
Dec:327
Tax Return Preparation Hawthorne Statistics 2008
Feb:989
Mar:605
Apr:697
May:648
June:467
July:463
Aug:107
Sept:740
Oct:562
Nov:719
Dec:89