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 Westminster Statistics 2018
Feb:883
Mar:108
Apr:794
May:59
June:239
July:602
Aug:126
Sept:71
Oct:386
Nov:330
Dec:907
Tax Return Preparation Westminster Statistics 2017
Feb:201
Mar:570
Apr:81
May:793
June:297
July:383
Aug:431
Sept:486
Oct:558
Nov:357
Dec:683
Tax Return Preparation Westminster Statistics 2016
Feb:378
Mar:330
Apr:182
May:716
June:331
July:300
Aug:437
Sept:213
Oct:408
Nov:231
Dec:272
Tax Return Preparation Westminster Statistics 2015
Feb:833
Mar:399
Apr:719
May:219
June:729
July:625
Aug:964
Sept:931
Oct:195
Nov:44
Dec:723
Tax Return Preparation Westminster Statistics 2014
Feb:427
Mar:154
Apr:979
May:986
June:511
July:661
Aug:893
Sept:889
Oct:992
Nov:74
Dec:605
Tax Return Preparation Westminster Statistics 2013
Feb:375
Mar:42
Apr:535
May:784
June:273
July:808
Aug:431
Sept:106
Oct:206
Nov:149
Dec:325
Tax Return Preparation Westminster Statistics 2012
Feb:774
Mar:289
Apr:865
May:969
June:333
July:588
Aug:461
Sept:761
Oct:742
Nov:440
Dec:746
Tax Return Preparation Westminster Statistics 2011
Feb:100
Mar:639
Apr:140
May:92
June:714
July:745
Aug:415
Sept:88
Oct:787
Nov:951
Dec:872
Tax Return Preparation Westminster Statistics 2010
Feb:758
Mar:302
Apr:166
May:965
June:452
July:492
Aug:899
Sept:225
Oct:781
Nov:764
Dec:194
Tax Return Preparation Westminster Statistics 2009
Feb:352
Mar:656
Apr:875
May:93
June:95
July:621
Aug:346
Sept:196
Oct:260
Nov:487
Dec:289
Tax Return Preparation Westminster Statistics 2008
Feb:232
Mar:704
Apr:62
May:19
June:655
July:935
Aug:79
Sept:413
Oct:237
Nov:246
Dec:377