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 Stanton Statistics 2018
Feb:264
Mar:96
Apr:781
May:5
June:250
July:547
Aug:518
Sept:78
Oct:352
Nov:870
Dec:820
Wealth Management Stanton Statistics 2017
Feb:11
Mar:951
Apr:950
May:163
June:499
July:708
Aug:143
Sept:32
Oct:467
Nov:792
Dec:404
Wealth Management Stanton Statistics 2016
Feb:633
Mar:422
Apr:572
May:265
June:730
July:718
Aug:946
Sept:994
Oct:814
Nov:727
Dec:1000
Wealth Management Stanton Statistics 2015
Feb:273
Mar:518
Apr:143
May:625
June:387
July:963
Aug:673
Sept:399
Oct:913
Nov:622
Dec:562
Wealth Management Stanton Statistics 2014
Feb:330
Mar:705
Apr:444
May:798
June:497
July:848
Aug:369
Sept:130
Oct:269
Nov:942
Dec:395
Wealth Management Stanton Statistics 2013
Feb:660
Mar:340
Apr:994
May:473
June:66
July:993
Aug:538
Sept:340
Oct:510
Nov:681
Dec:965
Wealth Management Stanton Statistics 2012
Feb:643
Mar:638
Apr:296
May:556
June:260
July:859
Aug:968
Sept:591
Oct:563
Nov:411
Dec:388
Wealth Management Stanton Statistics 2011
Feb:258
Mar:757
Apr:190
May:528
June:699
July:585
Aug:528
Sept:358
Oct:925
Nov:521
Dec:832
Wealth Management Stanton Statistics 2010
Feb:513
Mar:369
Apr:331
May:23
June:49
July:296
Aug:922
Sept:693
Oct:935
Nov:218
Dec:249
Wealth Management Stanton Statistics 2009
Feb:76
Mar:216
Apr:785
May:640
June:628
July:173
Aug:700
Sept:887
Oct:930
Nov:890
Dec:415
Wealth Management Stanton Statistics 2008
Feb:475
Mar:943
Apr:987
May:400
June:463
July:818
Aug:391
Sept:977
Oct:186
Nov:723
Dec:0