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 Pasadena Statistics 2018
Feb:926
Mar:365
Apr:750
May:813
June:392
July:585
Aug:308
Sept:96
Oct:545
Nov:996
Dec:239
Financial Planning Pasadena Statistics 2017
Feb:710
Mar:421
Apr:584
May:720
June:547
July:183
Aug:237
Sept:855
Oct:937
Nov:148
Dec:622
Financial Planning Pasadena Statistics 2016
Feb:917
Mar:46
Apr:588
May:917
June:986
July:832
Aug:974
Sept:912
Oct:196
Nov:723
Dec:725
Financial Planning Pasadena Statistics 2015
Feb:307
Mar:33
Apr:685
May:853
June:28
July:925
Aug:343
Sept:739
Oct:346
Nov:927
Dec:458
Financial Planning Pasadena Statistics 2014
Feb:110
Mar:696
Apr:749
May:46
June:844
July:371
Aug:634
Sept:760
Oct:417
Nov:222
Dec:676
Financial Planning Pasadena Statistics 2013
Feb:53
Mar:650
Apr:314
May:250
June:372
July:39
Aug:840
Sept:680
Oct:72
Nov:524
Dec:532
Financial Planning Pasadena Statistics 2012
Feb:449
Mar:875
Apr:840
May:796
June:802
July:297
Aug:690
Sept:913
Oct:993
Nov:439
Dec:959
Financial Planning Pasadena Statistics 2011
Feb:810
Mar:593
Apr:596
May:226
June:816
July:272
Aug:630
Sept:870
Oct:922
Nov:944
Dec:119
Financial Planning Pasadena Statistics 2010
Feb:984
Mar:959
Apr:975
May:55
June:483
July:506
Aug:156
Sept:933
Oct:381
Nov:996
Dec:729
Financial Planning Pasadena Statistics 2009
Feb:293
Mar:418
Apr:95
May:285
June:857
July:53
Aug:122
Sept:667
Oct:647
Nov:718
Dec:893
Financial Planning Pasadena Statistics 2008
Feb:991
Mar:523
Apr:331
May:913
June:466
July:451
Aug:207
Sept:450
Oct:410
Nov:181
Dec:505