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 Fountain Valley Statistics 2018
Feb:978
Mar:729
Apr:312
May:853
June:633
July:976
Aug:619
Sept:113
Oct:892
Nov:872
Dec:714
Financial Planning Fountain Valley Statistics 2017
Feb:630
Mar:180
Apr:297
May:275
June:912
July:255
Aug:54
Sept:724
Oct:293
Nov:992
Dec:280
Financial Planning Fountain Valley Statistics 2016
Feb:343
Mar:546
Apr:792
May:205
June:169
July:556
Aug:66
Sept:147
Oct:284
Nov:378
Dec:0
Financial Planning Fountain Valley Statistics 2015
Feb:354
Mar:619
Apr:31
May:246
June:490
July:745
Aug:519
Sept:120
Oct:926
Nov:816
Dec:395
Financial Planning Fountain Valley Statistics 2014
Feb:70
Mar:450
Apr:561
May:364
June:441
July:841
Aug:658
Sept:784
Oct:386
Nov:450
Dec:989
Financial Planning Fountain Valley Statistics 2013
Feb:5
Mar:55
Apr:704
May:289
June:434
July:704
Aug:207
Sept:788
Oct:323
Nov:238
Dec:34
Financial Planning Fountain Valley Statistics 2012
Feb:984
Mar:553
Apr:934
May:909
June:368
July:328
Aug:746
Sept:439
Oct:779
Nov:307
Dec:803
Financial Planning Fountain Valley Statistics 2011
Feb:147
Mar:460
Apr:2
May:534
June:910
July:992
Aug:90
Sept:916
Oct:46
Nov:794
Dec:205
Financial Planning Fountain Valley Statistics 2010
Feb:498
Mar:412
Apr:268
May:821
June:651
July:302
Aug:634
Sept:634
Oct:855
Nov:567
Dec:543
Financial Planning Fountain Valley Statistics 2009
Feb:896
Mar:289
Apr:662
May:674
June:596
July:464
Aug:894
Sept:744
Oct:925
Nov:897
Dec:277
Financial Planning Fountain Valley Statistics 2008
Feb:888
Mar:368
Apr:750
May:935
June:162
July:955
Aug:415
Sept:660
Oct:366
Nov:683
Dec:481