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 Monterey Park Statistics 2018
Feb:44
Mar:216
Apr:712
May:861
June:580
July:931
Aug:321
Sept:383
Oct:430
Nov:720
Dec:867
Tax Return Preparation Monterey Park Statistics 2017
Feb:739
Mar:539
Apr:818
May:741
June:18
July:423
Aug:955
Sept:343
Oct:861
Nov:718
Dec:572
Tax Return Preparation Monterey Park Statistics 2016
Feb:719
Mar:531
Apr:426
May:167
June:104
July:558
Aug:682
Sept:149
Oct:775
Nov:394
Dec:10
Tax Return Preparation Monterey Park Statistics 2015
Feb:325
Mar:331
Apr:739
May:755
June:50
July:605
Aug:115
Sept:790
Oct:144
Nov:934
Dec:530
Tax Return Preparation Monterey Park Statistics 2014
Feb:357
Mar:484
Apr:506
May:217
June:202
July:77
Aug:720
Sept:921
Oct:609
Nov:145
Dec:88
Tax Return Preparation Monterey Park Statistics 2013
Feb:704
Mar:770
Apr:862
May:479
June:164
July:873
Aug:834
Sept:489
Oct:203
Nov:572
Dec:243
Tax Return Preparation Monterey Park Statistics 2012
Feb:177
Mar:358
Apr:43
May:321
June:292
July:574
Aug:484
Sept:649
Oct:58
Nov:991
Dec:866
Tax Return Preparation Monterey Park Statistics 2011
Feb:67
Mar:586
Apr:181
May:677
June:732
July:270
Aug:389
Sept:436
Oct:40
Nov:251
Dec:915
Tax Return Preparation Monterey Park Statistics 2010
Feb:123
Mar:749
Apr:693
May:327
June:321
July:936
Aug:581
Sept:498
Oct:294
Nov:624
Dec:820
Tax Return Preparation Monterey Park Statistics 2009
Feb:197
Mar:303
Apr:235
May:255
June:293
July:101
Aug:516
Sept:361
Oct:687
Nov:698
Dec:37
Tax Return Preparation Monterey Park Statistics 2008
Feb:968
Mar:427
Apr:855
May:8
June:678
July:769
Aug:212
Sept:802
Oct:517
Nov:906
Dec:128