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 Coast Statistics 2018
Feb:902
Mar:127
Apr:787
May:181
June:940
July:741
Aug:907
Sept:663
Oct:142
Nov:112
Dec:109
Financial Planning Newport Coast Statistics 2017
Feb:933
Mar:790
Apr:671
May:752
June:188
July:531
Aug:16
Sept:568
Oct:557
Nov:124
Dec:361
Financial Planning Newport Coast Statistics 2016
Feb:43
Mar:735
Apr:890
May:368
June:994
July:1000
Aug:573
Sept:896
Oct:126
Nov:360
Dec:76
Financial Planning Newport Coast Statistics 2015
Feb:100
Mar:984
Apr:730
May:242
June:95
July:840
Aug:306
Sept:28
Oct:629
Nov:978
Dec:780
Financial Planning Newport Coast Statistics 2014
Feb:508
Mar:797
Apr:385
May:64
June:921
July:746
Aug:953
Sept:964
Oct:481
Nov:843
Dec:332
Financial Planning Newport Coast Statistics 2013
Feb:842
Mar:906
Apr:370
May:969
June:265
July:446
Aug:35
Sept:366
Oct:429
Nov:765
Dec:609
Financial Planning Newport Coast Statistics 2012
Feb:605
Mar:916
Apr:553
May:234
June:893
July:332
Aug:51
Sept:401
Oct:129
Nov:437
Dec:466
Financial Planning Newport Coast Statistics 2011
Feb:183
Mar:418
Apr:13
May:664
June:260
July:346
Aug:138
Sept:102
Oct:252
Nov:508
Dec:70
Financial Planning Newport Coast Statistics 2010
Feb:955
Mar:105
Apr:884
May:384
June:871
July:492
Aug:909
Sept:476
Oct:407
Nov:461
Dec:710
Financial Planning Newport Coast Statistics 2009
Feb:794
Mar:761
Apr:701
May:923
June:198
July:166
Aug:973
Sept:381
Oct:585
Nov:987
Dec:44
Financial Planning Newport Coast Statistics 2008
Feb:333
Mar:183
Apr:949
May:585
June:692
July:18
Aug:102
Sept:646
Oct:124
Nov:986
Dec:29