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 Newport Beach Statistics 2018
Feb:814
Mar:491
Apr:630
May:330
June:919
July:555
Aug:24
Sept:714
Oct:357
Nov:587
Dec:457
Financial Planning Newport Beach Statistics 2017
Feb:115
Mar:79
Apr:713
May:954
June:507
July:72
Aug:149
Sept:181
Oct:736
Nov:152
Dec:313
Financial Planning Newport Beach Statistics 2016
Feb:589
Mar:981
Apr:358
May:147
June:976
July:946
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Sept:789
Oct:437
Nov:321
Dec:119
Financial Planning Newport Beach Statistics 2015
Feb:877
Mar:143
Apr:68
May:234
June:731
July:525
Aug:839
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Dec:800
Financial Planning Newport Beach Statistics 2014
Feb:625
Mar:949
Apr:293
May:361
June:101
July:607
Aug:97
Sept:690
Oct:587
Nov:455
Dec:838
Financial Planning Newport Beach Statistics 2013
Feb:401
Mar:529
Apr:352
May:838
June:851
July:471
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Financial Planning Newport Beach Statistics 2012
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Financial Planning Newport Beach Statistics 2011
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Financial Planning Newport Beach Statistics 2010
Feb:378
Mar:322
Apr:675
May:993
June:585
July:636
Aug:338
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Oct:437
Nov:529
Dec:766
Financial Planning Newport Beach Statistics 2009
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Apr:766
May:459
June:69
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Aug:499
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Financial Planning Newport Beach Statistics 2008
Feb:797
Mar:23
Apr:720
May:893
June:931
July:849
Aug:841
Sept:309
Oct:171
Nov:515
Dec:302