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 Upland Statistics 2018
Feb:524
Mar:440
Apr:900
May:876
June:772
July:708
Aug:451
Sept:885
Oct:194
Nov:959
Dec:256
Wealth Management Upland Statistics 2017
Feb:320
Mar:579
Apr:982
May:190
June:270
July:934
Aug:534
Sept:537
Oct:870
Nov:985
Dec:141
Wealth Management Upland Statistics 2016
Feb:985
Mar:730
Apr:88
May:665
June:564
July:421
Aug:851
Sept:88
Oct:861
Nov:751
Dec:964
Wealth Management Upland Statistics 2015
Feb:459
Mar:415
Apr:518
May:653
June:374
July:774
Aug:385
Sept:694
Oct:353
Nov:367
Dec:885
Wealth Management Upland Statistics 2014
Feb:301
Mar:418
Apr:160
May:171
June:402
July:301
Aug:20
Sept:387
Oct:31
Nov:108
Dec:52
Wealth Management Upland Statistics 2013
Feb:529
Mar:903
Apr:684
May:390
June:653
July:647
Aug:23
Sept:111
Oct:62
Nov:541
Dec:765
Wealth Management Upland Statistics 2012
Feb:315
Mar:150
Apr:129
May:668
June:517
July:13
Aug:290
Sept:819
Oct:432
Nov:451
Dec:990
Wealth Management Upland Statistics 2011
Feb:752
Mar:9
Apr:221
May:784
June:117
July:274
Aug:378
Sept:647
Oct:176
Nov:62
Dec:36
Wealth Management Upland Statistics 2010
Feb:709
Mar:59
Apr:942
May:772
June:600
July:706
Aug:207
Sept:915
Oct:857
Nov:337
Dec:583
Wealth Management Upland Statistics 2009
Feb:351
Mar:873
Apr:192
May:784
June:324
July:181
Aug:618
Sept:76
Oct:191
Nov:840
Dec:860
Wealth Management Upland Statistics 2008
Feb:114
Mar:238
Apr:956
May:290
June:300
July:992
Aug:120
Sept:9
Oct:51
Nov:62
Dec:781