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 La Habra Statistics 2018
Feb:492
Mar:440
Apr:20
May:878
June:870
July:939
Aug:187
Sept:250
Oct:718
Nov:253
Dec:583
Financial Planning La Habra Statistics 2017
Feb:465
Mar:693
Apr:49
May:666
June:316
July:751
Aug:932
Sept:43
Oct:277
Nov:530
Dec:249
Financial Planning La Habra Statistics 2016
Feb:169
Mar:89
Apr:27
May:47
June:73
July:179
Aug:257
Sept:565
Oct:620
Nov:277
Dec:443
Financial Planning La Habra Statistics 2015
Feb:215
Mar:630
Apr:740
May:934
June:884
July:323
Aug:682
Sept:349
Oct:16
Nov:731
Dec:14
Financial Planning La Habra Statistics 2014
Feb:482
Mar:947
Apr:376
May:759
June:477
July:626
Aug:786
Sept:646
Oct:716
Nov:813
Dec:694
Financial Planning La Habra Statistics 2013
Feb:993
Mar:951
Apr:353
May:612
June:228
July:797
Aug:101
Sept:443
Oct:427
Nov:842
Dec:377
Financial Planning La Habra Statistics 2012
Feb:164
Mar:58
Apr:660
May:181
June:790
July:675
Aug:513
Sept:271
Oct:621
Nov:889
Dec:30
Financial Planning La Habra Statistics 2011
Feb:515
Mar:816
Apr:744
May:230
June:629
July:438
Aug:18
Sept:621
Oct:389
Nov:372
Dec:232
Financial Planning La Habra Statistics 2010
Feb:169
Mar:334
Apr:60
May:596
June:175
July:438
Aug:907
Sept:340
Oct:496
Nov:566
Dec:521
Financial Planning La Habra Statistics 2009
Feb:240
Mar:33
Apr:558
May:862
June:923
July:588
Aug:959
Sept:437
Oct:404
Nov:703
Dec:667
Financial Planning La Habra Statistics 2008
Feb:141
Mar:686
Apr:653
May:530
June:58
July:886
Aug:147
Sept:227
Oct:220
Nov:207
Dec:823