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 Yorba Linda Statistics 2018
Feb:313
Mar:917
Apr:225
May:991
June:211
July:36
Aug:997
Sept:326
Oct:749
Nov:586
Dec:726
Financial Planning Yorba Linda Statistics 2017
Feb:897
Mar:29
Apr:100
May:811
June:530
July:174
Aug:796
Sept:565
Oct:931
Nov:440
Dec:883
Financial Planning Yorba Linda Statistics 2016
Feb:861
Mar:190
Apr:481
May:339
June:682
July:636
Aug:130
Sept:996
Oct:553
Nov:356
Dec:986
Financial Planning Yorba Linda Statistics 2015
Feb:392
Mar:983
Apr:90
May:140
June:569
July:817
Aug:425
Sept:465
Oct:846
Nov:526
Dec:276
Financial Planning Yorba Linda Statistics 2014
Feb:700
Mar:72
Apr:941
May:630
June:512
July:823
Aug:110
Sept:372
Oct:13
Nov:592
Dec:711
Financial Planning Yorba Linda Statistics 2013
Feb:228
Mar:842
Apr:690
May:781
June:197
July:676
Aug:545
Sept:590
Oct:659
Nov:635
Dec:730
Financial Planning Yorba Linda Statistics 2012
Feb:452
Mar:154
Apr:693
May:297
June:680
July:969
Aug:673
Sept:380
Oct:40
Nov:613
Dec:10
Financial Planning Yorba Linda Statistics 2011
Feb:436
Mar:121
Apr:925
May:449
June:713
July:636
Aug:144
Sept:942
Oct:477
Nov:835
Dec:722
Financial Planning Yorba Linda Statistics 2010
Feb:511
Mar:267
Apr:264
May:169
June:903
July:995
Aug:397
Sept:354
Oct:149
Nov:90
Dec:652
Financial Planning Yorba Linda Statistics 2009
Feb:59
Mar:324
Apr:209
May:100
June:937
July:219
Aug:653
Sept:373
Oct:340
Nov:577
Dec:822
Financial Planning Yorba Linda Statistics 2008
Feb:213
Mar:966
Apr:995
May:691
June:801
July:717
Aug:365
Sept:311
Oct:985
Nov:630
Dec:481