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:
Tax Return Preparation Diamond Bar Statistics 2018
Feb:699
Mar:50
Apr:849
May:633
June:4
July:933
Aug:219
Sept:745
Oct:502
Nov:611
Dec:931
Tax Return Preparation Diamond Bar Statistics 2017
Feb:316
Mar:643
Apr:160
May:612
June:993
July:327
Aug:890
Sept:667
Oct:276
Nov:612
Dec:184
Tax Return Preparation Diamond Bar Statistics 2016
Feb:592
Mar:45
Apr:305
May:594
June:261
July:449
Aug:769
Sept:961
Oct:500
Nov:617
Dec:593
Tax Return Preparation Diamond Bar Statistics 2015
Feb:550
Mar:813
Apr:248
May:52
June:424
July:179
Aug:168
Sept:740
Oct:823
Nov:328
Dec:351
Tax Return Preparation Diamond Bar Statistics 2014
Feb:656
Mar:241
Apr:482
May:932
June:853
July:667
Aug:102
Sept:444
Oct:712
Nov:407
Dec:38
Tax Return Preparation Diamond Bar Statistics 2013
Feb:857
Mar:807
Apr:933
May:356
June:424
July:526
Aug:861
Sept:974
Oct:339
Nov:109
Dec:25
Tax Return Preparation Diamond Bar Statistics 2012
Feb:288
Mar:193
Apr:503
May:110
June:522
July:855
Aug:926
Sept:177
Oct:95
Nov:407
Dec:109
Tax Return Preparation Diamond Bar Statistics 2011
Feb:73
Mar:211
Apr:392
May:785
June:618
July:430
Aug:758
Sept:474
Oct:236
Nov:691
Dec:831
Tax Return Preparation Diamond Bar Statistics 2010
Feb:217
Mar:691
Apr:634
May:556
June:800
July:660
Aug:319
Sept:88
Oct:854
Nov:823
Dec:199
Tax Return Preparation Diamond Bar Statistics 2009
Feb:677
Mar:124
Apr:554
May:772
June:531
July:663
Aug:720
Sept:604
Oct:874
Nov:111
Dec:389
Tax Return Preparation Diamond Bar Statistics 2008
Feb:542
Mar:147
Apr:967
May:779
June:838
July:797
Aug:439
Sept:55
Oct:487
Nov:73
Dec:612