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 Orange Statistics 2018
Feb:318
Mar:491
Apr:615
May:755
June:789
July:759
Aug:484
Sept:856
Oct:849
Nov:764
Dec:311
Wealth Management Orange Statistics 2017
Feb:368
Mar:760
Apr:765
May:816
June:604
July:957
Aug:606
Sept:153
Oct:960
Nov:831
Dec:18
Wealth Management Orange Statistics 2016
Feb:594
Mar:757
Apr:679
May:9
June:443
July:527
Aug:123
Sept:762
Oct:18
Nov:738
Dec:516
Wealth Management Orange Statistics 2015
Feb:497
Mar:0
Apr:662
May:345
June:764
July:973
Aug:477
Sept:132
Oct:733
Nov:241
Dec:949
Wealth Management Orange Statistics 2014
Feb:198
Mar:555
Apr:489
May:157
June:385
July:507
Aug:116
Sept:980
Oct:263
Nov:796
Dec:990
Wealth Management Orange Statistics 2013
Feb:323
Mar:112
Apr:468
May:341
June:851
July:985
Aug:148
Sept:347
Oct:985
Nov:810
Dec:693
Wealth Management Orange Statistics 2012
Feb:783
Mar:169
Apr:882
May:515
June:411
July:831
Aug:851
Sept:609
Oct:385
Nov:340
Dec:767
Wealth Management Orange Statistics 2011
Feb:848
Mar:884
Apr:751
May:110
June:679
July:740
Aug:818
Sept:2
Oct:853
Nov:285
Dec:343
Wealth Management Orange Statistics 2010
Feb:269
Mar:492
Apr:49
May:254
June:302
July:743
Aug:3
Sept:84
Oct:913
Nov:885
Dec:600
Wealth Management Orange Statistics 2009
Feb:715
Mar:450
Apr:934
May:100
June:791
July:700
Aug:871
Sept:638
Oct:583
Nov:622
Dec:749
Wealth Management Orange Statistics 2008
Feb:361
Mar:566
Apr:264
May:213
June:851
July:608
Aug:916
Sept:120
Oct:99
Nov:966
Dec:374