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 Yorba Linda Statistics 2018
Feb:829
Mar:25
Apr:166
May:272
June:146
July:755
Aug:431
Sept:708
Oct:45
Nov:854
Dec:813
Wealth Management Yorba Linda Statistics 2017
Feb:595
Mar:648
Apr:473
May:430
June:257
July:828
Aug:207
Sept:701
Oct:769
Nov:775
Dec:923
Wealth Management Yorba Linda Statistics 2016
Feb:776
Mar:329
Apr:362
May:381
June:167
July:647
Aug:272
Sept:996
Oct:673
Nov:439
Dec:268
Wealth Management Yorba Linda Statistics 2015
Feb:193
Mar:699
Apr:527
May:238
June:553
July:339
Aug:424
Sept:147
Oct:988
Nov:897
Dec:577
Wealth Management Yorba Linda Statistics 2014
Feb:725
Mar:784
Apr:945
May:493
June:559
July:868
Aug:532
Sept:335
Oct:197
Nov:894
Dec:717
Wealth Management Yorba Linda Statistics 2013
Feb:541
Mar:989
Apr:360
May:213
June:427
July:628
Aug:31
Sept:621
Oct:327
Nov:559
Dec:860
Wealth Management Yorba Linda Statistics 2012
Feb:898
Mar:283
Apr:26
May:886
June:180
July:604
Aug:129
Sept:905
Oct:388
Nov:74
Dec:398
Wealth Management Yorba Linda Statistics 2011
Feb:942
Mar:930
Apr:282
May:138
June:824
July:999
Aug:503
Sept:364
Oct:988
Nov:864
Dec:577
Wealth Management Yorba Linda Statistics 2010
Feb:491
Mar:609
Apr:35
May:819
June:167
July:895
Aug:698
Sept:65
Oct:178
Nov:725
Dec:951
Wealth Management Yorba Linda Statistics 2009
Feb:329
Mar:80
Apr:264
May:717
June:154
July:663
Aug:664
Sept:95
Oct:592
Nov:946
Dec:234
Wealth Management Yorba Linda Statistics 2008
Feb:945
Mar:737
Apr:780
May:932
June:601
July:357
Aug:346
Sept:91
Oct:967
Nov:381
Dec:910