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:
Financial Planning Costa Mesa Statistics 2018
Feb:650
Mar:543
Apr:123
May:591
June:861
July:58
Aug:23
Sept:633
Oct:100
Nov:805
Dec:974
Financial Planning Costa Mesa Statistics 2017
Feb:804
Mar:867
Apr:609
May:434
June:285
July:562
Aug:2
Sept:917
Oct:294
Nov:323
Dec:537
Financial Planning Costa Mesa Statistics 2016
Feb:100
Mar:82
Apr:128
May:100
June:831
July:154
Aug:971
Sept:480
Oct:698
Nov:94
Dec:70
Financial Planning Costa Mesa Statistics 2015
Feb:153
Mar:94
Apr:190
May:253
June:899
July:163
Aug:880
Sept:703
Oct:30
Nov:488
Dec:137
Financial Planning Costa Mesa Statistics 2014
Feb:50
Mar:140
Apr:232
May:344
June:463
July:770
Aug:374
Sept:563
Oct:852
Nov:502
Dec:663
Financial Planning Costa Mesa Statistics 2013
Feb:656
Mar:634
Apr:162
May:354
June:728
July:232
Aug:912
Sept:882
Oct:326
Nov:102
Dec:134
Financial Planning Costa Mesa Statistics 2012
Feb:266
Mar:14
Apr:929
May:296
June:503
July:65
Aug:612
Sept:554
Oct:205
Nov:844
Dec:899
Financial Planning Costa Mesa Statistics 2011
Feb:613
Mar:272
Apr:231
May:465
June:774
July:895
Aug:147
Sept:430
Oct:529
Nov:309
Dec:784
Financial Planning Costa Mesa Statistics 2010
Feb:541
Mar:696
Apr:138
May:868
June:798
July:273
Aug:92
Sept:64
Oct:287
Nov:20
Dec:361
Financial Planning Costa Mesa Statistics 2009
Feb:85
Mar:973
Apr:344
May:291
June:817
July:242
Aug:960
Sept:429
Oct:514
Nov:190
Dec:895
Financial Planning Costa Mesa Statistics 2008
Feb:84
Mar:41
Apr:718
May:614
June:350
July:502
Aug:871
Sept:891
Oct:197
Nov:8
Dec:758