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 Services Monterey Park Statistics 2018
Feb:834
Mar:727
Apr:398
May:831
June:994
July:260
Aug:58
Sept:230
Oct:329
Nov:476
Dec:879
Tax Services Monterey Park Statistics 2017
Feb:145
Mar:541
Apr:911
May:463
June:491
July:270
Aug:295
Sept:308
Oct:372
Nov:428
Dec:847
Tax Services Monterey Park Statistics 2016
Feb:309
Mar:372
Apr:283
May:107
June:36
July:834
Aug:383
Sept:871
Oct:561
Nov:781
Dec:701
Tax Services Monterey Park Statistics 2015
Feb:41
Mar:760
Apr:785
May:371
June:236
July:663
Aug:742
Sept:381
Oct:204
Nov:653
Dec:845
Tax Services Monterey Park Statistics 2014
Feb:923
Mar:140
Apr:3
May:294
June:568
July:850
Aug:671
Sept:878
Oct:221
Nov:954
Dec:985
Tax Services Monterey Park Statistics 2013
Feb:787
Mar:368
Apr:128
May:348
June:149
July:830
Aug:903
Sept:190
Oct:590
Nov:687
Dec:561
Tax Services Monterey Park Statistics 2012
Feb:349
Mar:303
Apr:206
May:554
June:956
July:51
Aug:249
Sept:878
Oct:191
Nov:252
Dec:172
Tax Services Monterey Park Statistics 2011
Feb:102
Mar:843
Apr:637
May:323
June:797
July:621
Aug:582
Sept:584
Oct:990
Nov:711
Dec:932
Tax Services Monterey Park Statistics 2010
Feb:540
Mar:834
Apr:330
May:129
June:521
July:892
Aug:956
Sept:871
Oct:194
Nov:162
Dec:424
Tax Services Monterey Park Statistics 2009
Feb:213
Mar:673
Apr:28
May:405
June:925
July:200
Aug:164
Sept:26
Oct:43
Nov:801
Dec:350
Tax Services Monterey Park Statistics 2008
Feb:422
Mar:933
Apr:423
May:412
June:643
July:355
Aug:551
Sept:183
Oct:188
Nov:881
Dec:313