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 Yorba Linda Statistics 2018
Feb:429
Mar:478
Apr:948
May:546
June:531
July:291
Aug:166
Sept:669
Oct:646
Nov:826
Dec:255
Tax Return Preparation Yorba Linda Statistics 2017
Feb:671
Mar:707
Apr:742
May:209
June:877
July:866
Aug:153
Sept:959
Oct:19
Nov:637
Dec:485
Tax Return Preparation Yorba Linda Statistics 2016
Feb:327
Mar:867
Apr:259
May:916
June:142
July:261
Aug:735
Sept:571
Oct:740
Nov:683
Dec:117
Tax Return Preparation Yorba Linda Statistics 2015
Feb:975
Mar:283
Apr:940
May:621
June:108
July:194
Aug:521
Sept:780
Oct:902
Nov:263
Dec:989
Tax Return Preparation Yorba Linda Statistics 2014
Feb:128
Mar:142
Apr:738
May:147
June:780
July:222
Aug:406
Sept:106
Oct:88
Nov:666
Dec:22
Tax Return Preparation Yorba Linda Statistics 2013
Feb:927
Mar:758
Apr:801
May:667
June:441
July:918
Aug:937
Sept:415
Oct:201
Nov:877
Dec:35
Tax Return Preparation Yorba Linda Statistics 2012
Feb:71
Mar:557
Apr:88
May:973
June:820
July:77
Aug:752
Sept:948
Oct:220
Nov:489
Dec:95
Tax Return Preparation Yorba Linda Statistics 2011
Feb:711
Mar:502
Apr:106
May:799
June:168
July:128
Aug:29
Sept:94
Oct:887
Nov:831
Dec:761
Tax Return Preparation Yorba Linda Statistics 2010
Feb:749
Mar:698
Apr:742
May:950
June:574
July:778
Aug:259
Sept:645
Oct:335
Nov:347
Dec:618
Tax Return Preparation Yorba Linda Statistics 2009
Feb:425
Mar:369
Apr:102
May:645
June:859
July:198
Aug:645
Sept:569
Oct:701
Nov:751
Dec:368
Tax Return Preparation Yorba Linda Statistics 2008
Feb:880
Mar:397
Apr:964
May:766
June:228
July:725
Aug:92
Sept:977
Oct:422
Nov:835
Dec:926