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 Montclair Statistics 2018
Feb:496
Mar:742
Apr:310
May:202
June:347
July:640
Aug:30
Sept:494
Oct:181
Nov:289
Dec:463
Wealth Management Montclair Statistics 2017
Feb:435
Mar:369
Apr:750
May:736
June:734
July:221
Aug:25
Sept:811
Oct:264
Nov:600
Dec:736
Wealth Management Montclair Statistics 2016
Feb:29
Mar:875
Apr:215
May:30
June:353
July:328
Aug:886
Sept:850
Oct:70
Nov:195
Dec:52
Wealth Management Montclair Statistics 2015
Feb:835
Mar:82
Apr:912
May:16
June:371
July:374
Aug:530
Sept:806
Oct:743
Nov:280
Dec:542
Wealth Management Montclair Statistics 2014
Feb:501
Mar:568
Apr:288
May:765
June:168
July:24
Aug:63
Sept:198
Oct:899
Nov:278
Dec:228
Wealth Management Montclair Statistics 2013
Feb:607
Mar:114
Apr:102
May:678
June:309
July:154
Aug:94
Sept:144
Oct:237
Nov:5
Dec:161
Wealth Management Montclair Statistics 2012
Feb:380
Mar:691
Apr:415
May:123
June:971
July:957
Aug:600
Sept:471
Oct:525
Nov:888
Dec:236
Wealth Management Montclair Statistics 2011
Feb:912
Mar:299
Apr:892
May:811
June:578
July:119
Aug:63
Sept:184
Oct:233
Nov:165
Dec:862
Wealth Management Montclair Statistics 2010
Feb:319
Mar:957
Apr:688
May:556
June:963
July:849
Aug:164
Sept:343
Oct:539
Nov:579
Dec:466
Wealth Management Montclair Statistics 2009
Feb:536
Mar:66
Apr:982
May:61
June:954
July:217
Aug:755
Sept:866
Oct:517
Nov:646
Dec:677
Wealth Management Montclair Statistics 2008
Feb:766
Mar:740
Apr:278
May:999
June:906
July:140
Aug:542
Sept:225
Oct:96
Nov:230
Dec:781