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 Whittier Statistics 2018
Feb:822
Mar:341
Apr:220
May:884
June:676
July:485
Aug:913
Sept:375
Oct:257
Nov:678
Dec:232
Tax Services Whittier Statistics 2017
Feb:446
Mar:46
Apr:495
May:793
June:305
July:786
Aug:751
Sept:244
Oct:717
Nov:934
Dec:96
Tax Services Whittier Statistics 2016
Feb:272
Mar:771
Apr:521
May:272
June:306
July:526
Aug:63
Sept:128
Oct:868
Nov:283
Dec:12
Tax Services Whittier Statistics 2015
Feb:769
Mar:926
Apr:919
May:25
June:603
July:151
Aug:179
Sept:49
Oct:198
Nov:674
Dec:842
Tax Services Whittier Statistics 2014
Feb:460
Mar:592
Apr:747
May:176
June:526
July:844
Aug:138
Sept:798
Oct:614
Nov:660
Dec:69
Tax Services Whittier Statistics 2013
Feb:185
Mar:132
Apr:49
May:52
June:416
July:61
Aug:596
Sept:184
Oct:987
Nov:514
Dec:210
Tax Services Whittier Statistics 2012
Feb:666
Mar:389
Apr:639
May:864
June:63
July:480
Aug:366
Sept:524
Oct:72
Nov:113
Dec:701
Tax Services Whittier Statistics 2011
Feb:957
Mar:839
Apr:396
May:571
June:498
July:465
Aug:491
Sept:684
Oct:598
Nov:540
Dec:736
Tax Services Whittier Statistics 2010
Feb:602
Mar:331
Apr:198
May:589
June:846
July:409
Aug:178
Sept:512
Oct:799
Nov:817
Dec:375
Tax Services Whittier Statistics 2009
Feb:297
Mar:741
Apr:386
May:370
June:855
July:86
Aug:969
Sept:812
Oct:925
Nov:365
Dec:382
Tax Services Whittier Statistics 2008
Feb:830
Mar:873
Apr:106
May:428
June:412
July:843
Aug:442
Sept:14
Oct:174
Nov:641
Dec:603