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 Montclair Statistics 2018
Feb:241
Mar:469
Apr:917
May:896
June:863
July:960
Aug:944
Sept:104
Oct:899
Nov:838
Dec:921
Tax Return Preparation Montclair Statistics 2017
Feb:599
Mar:581
Apr:164
May:22
June:314
July:55
Aug:487
Sept:325
Oct:679
Nov:414
Dec:571
Tax Return Preparation Montclair Statistics 2016
Feb:214
Mar:960
Apr:570
May:970
June:625
July:574
Aug:162
Sept:867
Oct:42
Nov:78
Dec:762
Tax Return Preparation Montclair Statistics 2015
Feb:38
Mar:706
Apr:9
May:938
June:544
July:931
Aug:227
Sept:142
Oct:512
Nov:392
Dec:164
Tax Return Preparation Montclair Statistics 2014
Feb:448
Mar:652
Apr:151
May:126
June:66
July:722
Aug:807
Sept:280
Oct:682
Nov:377
Dec:249
Tax Return Preparation Montclair Statistics 2013
Feb:951
Mar:411
Apr:173
May:993
June:490
July:936
Aug:898
Sept:528
Oct:641
Nov:907
Dec:466
Tax Return Preparation Montclair Statistics 2012
Feb:837
Mar:694
Apr:326
May:348
June:85
July:491
Aug:174
Sept:533
Oct:143
Nov:326
Dec:660
Tax Return Preparation Montclair Statistics 2011
Feb:48
Mar:466
Apr:489
May:730
June:843
July:739
Aug:36
Sept:793
Oct:150
Nov:209
Dec:785
Tax Return Preparation Montclair Statistics 2010
Feb:144
Mar:682
Apr:168
May:785
June:589
July:634
Aug:970
Sept:426
Oct:327
Nov:296
Dec:775
Tax Return Preparation Montclair Statistics 2009
Feb:787
Mar:950
Apr:946
May:930
June:275
July:606
Aug:138
Sept:323
Oct:71
Nov:628
Dec:52
Tax Return Preparation Montclair Statistics 2008
Feb:366
Mar:88
Apr:706
May:516
June:298
July:491
Aug:156
Sept:442
Oct:173
Nov:325
Dec:227