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:
Wealth Management Monrovia Statistics 2018
Feb:412
Mar:303
Apr:363
May:968
June:903
July:625
Aug:611
Sept:64
Oct:818
Nov:533
Dec:692
Wealth Management Monrovia Statistics 2017
Feb:661
Mar:328
Apr:235
May:15
June:568
July:297
Aug:656
Sept:477
Oct:528
Nov:984
Dec:619
Wealth Management Monrovia Statistics 2016
Feb:214
Mar:7
Apr:317
May:687
June:985
July:386
Aug:237
Sept:397
Oct:689
Nov:600
Dec:364
Wealth Management Monrovia Statistics 2015
Feb:225
Mar:975
Apr:655
May:42
June:507
July:347
Aug:632
Sept:168
Oct:676
Nov:867
Dec:183
Wealth Management Monrovia Statistics 2014
Feb:164
Mar:839
Apr:721
May:692
June:822
July:340
Aug:8
Sept:36
Oct:347
Nov:325
Dec:724
Wealth Management Monrovia Statistics 2013
Feb:711
Mar:961
Apr:729
May:400
June:561
July:93
Aug:992
Sept:786
Oct:68
Nov:646
Dec:829
Wealth Management Monrovia Statistics 2012
Feb:994
Mar:460
Apr:744
May:670
June:327
July:927
Aug:914
Sept:491
Oct:766
Nov:634
Dec:182
Wealth Management Monrovia Statistics 2011
Feb:974
Mar:191
Apr:625
May:321
June:516
July:348
Aug:653
Sept:227
Oct:308
Nov:382
Dec:628
Wealth Management Monrovia Statistics 2010
Feb:476
Mar:619
Apr:655
May:544
June:265
July:484
Aug:119
Sept:258
Oct:945
Nov:864
Dec:928
Wealth Management Monrovia Statistics 2009
Feb:791
Mar:842
Apr:763
May:556
June:475
July:946
Aug:144
Sept:449
Oct:136
Nov:769
Dec:770
Wealth Management Monrovia Statistics 2008
Feb:116
Mar:422
Apr:881
May:425
June:805
July:508
Aug:294
Sept:280
Oct:126
Nov:950
Dec:824