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 Pasadena Statistics 2018
Feb:151
Mar:272
Apr:279
May:764
June:848
July:51
Aug:17
Sept:604
Oct:740
Nov:251
Dec:844
Tax Return Preparation Pasadena Statistics 2017
Feb:205
Mar:475
Apr:794
May:676
June:920
July:698
Aug:490
Sept:866
Oct:154
Nov:535
Dec:982
Tax Return Preparation Pasadena Statistics 2016
Feb:84
Mar:987
Apr:358
May:346
June:280
July:671
Aug:72
Sept:432
Oct:944
Nov:351
Dec:195
Tax Return Preparation Pasadena Statistics 2015
Feb:403
Mar:213
Apr:394
May:142
June:464
July:238
Aug:278
Sept:670
Oct:713
Nov:71
Dec:345
Tax Return Preparation Pasadena Statistics 2014
Feb:770
Mar:835
Apr:498
May:924
June:370
July:480
Aug:884
Sept:454
Oct:466
Nov:241
Dec:801
Tax Return Preparation Pasadena Statistics 2013
Feb:913
Mar:873
Apr:178
May:856
June:224
July:374
Aug:646
Sept:627
Oct:588
Nov:40
Dec:770
Tax Return Preparation Pasadena Statistics 2012
Feb:278
Mar:47
Apr:722
May:991
June:118
July:66
Aug:623
Sept:888
Oct:902
Nov:121
Dec:812
Tax Return Preparation Pasadena Statistics 2011
Feb:601
Mar:695
Apr:726
May:66
June:937
July:526
Aug:813
Sept:849
Oct:399
Nov:991
Dec:704
Tax Return Preparation Pasadena Statistics 2010
Feb:364
Mar:350
Apr:250
May:953
June:390
July:20
Aug:4
Sept:668
Oct:67
Nov:726
Dec:658
Tax Return Preparation Pasadena Statistics 2009
Feb:792
Mar:281
Apr:73
May:694
June:402
July:885
Aug:965
Sept:2
Oct:580
Nov:690
Dec:68
Tax Return Preparation Pasadena Statistics 2008
Feb:215
Mar:881
Apr:365
May:615
June:872
July:68
Aug:238
Sept:236
Oct:418
Nov:488
Dec:188