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:
Financial Planning Alhambra Statistics 2018
Feb:186
Mar:862
Apr:998
May:744
June:146
July:73
Aug:575
Sept:251
Oct:533
Nov:447
Dec:75
Financial Planning Alhambra Statistics 2017
Feb:958
Mar:581
Apr:437
May:401
June:372
July:538
Aug:685
Sept:406
Oct:730
Nov:703
Dec:863
Financial Planning Alhambra Statistics 2016
Feb:544
Mar:632
Apr:493
May:526
June:625
July:250
Aug:27
Sept:812
Oct:112
Nov:25
Dec:556
Financial Planning Alhambra Statistics 2015
Feb:98
Mar:130
Apr:510
May:631
June:578
July:585
Aug:502
Sept:536
Oct:166
Nov:940
Dec:937
Financial Planning Alhambra Statistics 2014
Feb:477
Mar:622
Apr:946
May:207
June:325
July:809
Aug:939
Sept:869
Oct:440
Nov:431
Dec:395
Financial Planning Alhambra Statistics 2013
Feb:682
Mar:422
Apr:878
May:795
June:447
July:433
Aug:52
Sept:546
Oct:564
Nov:563
Dec:176
Financial Planning Alhambra Statistics 2012
Feb:147
Mar:679
Apr:677
May:314
June:618
July:614
Aug:853
Sept:94
Oct:235
Nov:798
Dec:302
Financial Planning Alhambra Statistics 2011
Feb:606
Mar:240
Apr:430
May:46
June:672
July:825
Aug:112
Sept:353
Oct:247
Nov:990
Dec:147
Financial Planning Alhambra Statistics 2010
Feb:423
Mar:200
Apr:240
May:987
June:764
July:416
Aug:127
Sept:912
Oct:94
Nov:805
Dec:225
Financial Planning Alhambra Statistics 2009
Feb:418
Mar:78
Apr:807
May:654
June:877
July:108
Aug:215
Sept:483
Oct:349
Nov:645
Dec:530
Financial Planning Alhambra Statistics 2008
Feb:469
Mar:642
Apr:374
May:716
June:632
July:521
Aug:410
Sept:54
Oct:722
Nov:650
Dec:40