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 Chino Statistics 2018
Feb:478
Mar:453
Apr:79
May:869
June:9
July:669
Aug:433
Sept:915
Oct:309
Nov:571
Dec:200
Financial Planning Chino Statistics 2017
Feb:439
Mar:133
Apr:267
May:331
June:571
July:795
Aug:32
Sept:484
Oct:705
Nov:475
Dec:837
Financial Planning Chino Statistics 2016
Feb:475
Mar:612
Apr:351
May:389
June:297
July:662
Aug:453
Sept:776
Oct:114
Nov:533
Dec:644
Financial Planning Chino Statistics 2015
Feb:201
Mar:76
Apr:38
May:510
June:647
July:238
Aug:446
Sept:86
Oct:372
Nov:713
Dec:417
Financial Planning Chino Statistics 2014
Feb:507
Mar:449
Apr:427
May:212
June:925
July:264
Aug:943
Sept:399
Oct:877
Nov:293
Dec:788
Financial Planning Chino Statistics 2013
Feb:955
Mar:241
Apr:950
May:69
June:774
July:594
Aug:193
Sept:976
Oct:671
Nov:231
Dec:486
Financial Planning Chino Statistics 2012
Feb:470
Mar:932
Apr:403
May:842
June:645
July:821
Aug:785
Sept:151
Oct:270
Nov:212
Dec:364
Financial Planning Chino Statistics 2011
Feb:476
Mar:306
Apr:593
May:352
June:600
July:381
Aug:526
Sept:555
Oct:622
Nov:476
Dec:624
Financial Planning Chino Statistics 2010
Feb:69
Mar:817
Apr:371
May:740
June:48
July:857
Aug:57
Sept:519
Oct:788
Nov:461
Dec:360
Financial Planning Chino Statistics 2009
Feb:281
Mar:145
Apr:585
May:552
June:357
July:949
Aug:747
Sept:833
Oct:254
Nov:339
Dec:185
Financial Planning Chino Statistics 2008
Feb:721
Mar:712
Apr:408
May:342
June:187
July:32
Aug:739
Sept:256
Oct:850
Nov:109
Dec:996