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 Norwalk Statistics 2018
Feb:708
Mar:232
Apr:561
May:384
June:206
July:292
Aug:408
Sept:479
Oct:842
Nov:852
Dec:949
Tax Return Preparation Norwalk Statistics 2017
Feb:596
Mar:760
Apr:772
May:741
June:634
July:177
Aug:5
Sept:843
Oct:173
Nov:613
Dec:723
Tax Return Preparation Norwalk Statistics 2016
Feb:614
Mar:429
Apr:867
May:381
June:241
July:228
Aug:297
Sept:950
Oct:460
Nov:858
Dec:333
Tax Return Preparation Norwalk Statistics 2015
Feb:150
Mar:741
Apr:145
May:993
June:593
July:93
Aug:545
Sept:189
Oct:854
Nov:317
Dec:931
Tax Return Preparation Norwalk Statistics 2014
Feb:494
Mar:936
Apr:330
May:667
June:549
July:52
Aug:579
Sept:162
Oct:482
Nov:446
Dec:544
Tax Return Preparation Norwalk Statistics 2013
Feb:674
Mar:842
Apr:673
May:134
June:700
July:6
Aug:801
Sept:850
Oct:748
Nov:946
Dec:842
Tax Return Preparation Norwalk Statistics 2012
Feb:39
Mar:386
Apr:530
May:893
June:703
July:461
Aug:380
Sept:197
Oct:397
Nov:710
Dec:865
Tax Return Preparation Norwalk Statistics 2011
Feb:763
Mar:444
Apr:108
May:245
June:890
July:653
Aug:970
Sept:564
Oct:495
Nov:643
Dec:698
Tax Return Preparation Norwalk Statistics 2010
Feb:649
Mar:499
Apr:43
May:397
June:445
July:885
Aug:738
Sept:484
Oct:271
Nov:268
Dec:377
Tax Return Preparation Norwalk Statistics 2009
Feb:729
Mar:758
Apr:172
May:125
June:468
July:36
Aug:71
Sept:230
Oct:481
Nov:179
Dec:476
Tax Return Preparation Norwalk Statistics 2008
Feb:833
Mar:445
Apr:935
May:327
June:88
July:633
Aug:521
Sept:737
Oct:131
Nov:565
Dec:134