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 Rancho Santa Margarita Statistics 2018
Feb:456
Mar:688
Apr:277
May:194
June:506
July:339
Aug:772
Sept:427
Oct:911
Nov:243
Dec:757
Financial Planning Rancho Santa Margarita Statistics 2017
Feb:564
Mar:952
Apr:193
May:742
June:225
July:288
Aug:108
Sept:297
Oct:172
Nov:811
Dec:928
Financial Planning Rancho Santa Margarita Statistics 2016
Feb:811
Mar:844
Apr:285
May:321
June:463
July:490
Aug:385
Sept:919
Oct:178
Nov:662
Dec:113
Financial Planning Rancho Santa Margarita Statistics 2015
Feb:1
Mar:885
Apr:111
May:912
June:128
July:869
Aug:28
Sept:692
Oct:820
Nov:222
Dec:433
Financial Planning Rancho Santa Margarita Statistics 2014
Feb:511
Mar:542
Apr:343
May:684
June:352
July:270
Aug:726
Sept:162
Oct:114
Nov:10
Dec:484
Financial Planning Rancho Santa Margarita Statistics 2013
Feb:501
Mar:869
Apr:496
May:680
June:531
July:609
Aug:364
Sept:532
Oct:493
Nov:475
Dec:443
Financial Planning Rancho Santa Margarita Statistics 2012
Feb:343
Mar:472
Apr:313
May:163
June:695
July:747
Aug:208
Sept:205
Oct:288
Nov:551
Dec:890
Financial Planning Rancho Santa Margarita Statistics 2011
Feb:822
Mar:615
Apr:802
May:937
June:626
July:285
Aug:513
Sept:127
Oct:154
Nov:8
Dec:807
Financial Planning Rancho Santa Margarita Statistics 2010
Feb:617
Mar:171
Apr:216
May:110
June:646
July:660
Aug:732
Sept:990
Oct:132
Nov:45
Dec:153
Financial Planning Rancho Santa Margarita Statistics 2009
Feb:792
Mar:362
Apr:32
May:80
June:914
July:922
Aug:720
Sept:736
Oct:537
Nov:522
Dec:672
Financial Planning Rancho Santa Margarita Statistics 2008
Feb:808
Mar:184
Apr:290
May:962
June:193
July:97
Aug:646
Sept:811
Oct:268
Nov:862
Dec:922