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 Diamond Bar Statistics 2018
Feb:577
Mar:922
Apr:1
May:766
June:817
July:452
Aug:76
Sept:165
Oct:359
Nov:635
Dec:58
Financial Planning Diamond Bar Statistics 2017
Feb:773
Mar:641
Apr:871
May:801
June:592
July:837
Aug:235
Sept:100
Oct:888
Nov:626
Dec:442
Financial Planning Diamond Bar Statistics 2016
Feb:224
Mar:168
Apr:525
May:196
June:838
July:446
Aug:588
Sept:415
Oct:367
Nov:590
Dec:180
Financial Planning Diamond Bar Statistics 2015
Feb:41
Mar:257
Apr:348
May:401
June:892
July:407
Aug:488
Sept:665
Oct:47
Nov:358
Dec:466
Financial Planning Diamond Bar Statistics 2014
Feb:194
Mar:701
Apr:740
May:82
June:326
July:181
Aug:971
Sept:551
Oct:350
Nov:495
Dec:748
Financial Planning Diamond Bar Statistics 2013
Feb:942
Mar:336
Apr:603
May:308
June:926
July:784
Aug:492
Sept:968
Oct:40
Nov:841
Dec:368
Financial Planning Diamond Bar Statistics 2012
Feb:247
Mar:856
Apr:598
May:294
June:213
July:63
Aug:934
Sept:408
Oct:764
Nov:674
Dec:490
Financial Planning Diamond Bar Statistics 2011
Feb:856
Mar:461
Apr:641
May:205
June:956
July:389
Aug:394
Sept:898
Oct:725
Nov:998
Dec:206
Financial Planning Diamond Bar Statistics 2010
Feb:781
Mar:698
Apr:618
May:822
June:538
July:987
Aug:755
Sept:786
Oct:843
Nov:352
Dec:80
Financial Planning Diamond Bar Statistics 2009
Feb:415
Mar:13
Apr:464
May:179
June:688
July:954
Aug:269
Sept:543
Oct:414
Nov:911
Dec:749
Financial Planning Diamond Bar Statistics 2008
Feb:299
Mar:142
Apr:267
May:24
June:140
July:473
Aug:675
Sept:922
Oct:171
Nov:293
Dec:743