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:
Wealth Management Cypress Statistics 2018
Feb:353
Mar:657
Apr:965
May:581
June:320
July:860
Aug:522
Sept:721
Oct:990
Nov:239
Dec:856
Wealth Management Cypress Statistics 2017
Feb:269
Mar:231
Apr:242
May:397
June:161
July:200
Aug:919
Sept:237
Oct:188
Nov:278
Dec:170
Wealth Management Cypress Statistics 2016
Feb:499
Mar:171
Apr:214
May:410
June:908
July:243
Aug:293
Sept:261
Oct:901
Nov:258
Dec:842
Wealth Management Cypress Statistics 2015
Feb:117
Mar:364
Apr:943
May:107
June:604
July:798
Aug:764
Sept:873
Oct:29
Nov:6
Dec:270
Wealth Management Cypress Statistics 2014
Feb:206
Mar:188
Apr:428
May:395
June:467
July:598
Aug:924
Sept:966
Oct:770
Nov:137
Dec:376
Wealth Management Cypress Statistics 2013
Feb:381
Mar:669
Apr:939
May:282
June:927
July:781
Aug:504
Sept:44
Oct:144
Nov:446
Dec:151
Wealth Management Cypress Statistics 2012
Feb:243
Mar:915
Apr:620
May:272
June:922
July:890
Aug:463
Sept:128
Oct:78
Nov:891
Dec:523
Wealth Management Cypress Statistics 2011
Feb:489
Mar:447
Apr:511
May:259
June:585
July:887
Aug:937
Sept:967
Oct:556
Nov:875
Dec:248
Wealth Management Cypress Statistics 2010
Feb:655
Mar:753
Apr:527
May:799
June:198
July:678
Aug:546
Sept:441
Oct:593
Nov:166
Dec:714
Wealth Management Cypress Statistics 2009
Feb:55
Mar:177
Apr:642
May:134
June:67
July:165
Aug:679
Sept:557
Oct:612
Nov:190
Dec:816
Wealth Management Cypress Statistics 2008
Feb:76
Mar:752
Apr:163
May:632
June:627
July:412
Aug:114
Sept:281
Oct:164
Nov:641
Dec:80