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 San Juanpistrano Statistics 2018
Feb:708
Mar:638
Apr:854
May:646
June:722
July:959
Aug:285
Sept:378
Oct:281
Nov:971
Dec:295
Financial Planning San Juanpistrano Statistics 2017
Feb:585
Mar:222
Apr:482
May:192
June:32
July:715
Aug:455
Sept:315
Oct:53
Nov:551
Dec:559
Financial Planning San Juanpistrano Statistics 2016
Feb:139
Mar:352
Apr:753
May:64
June:935
July:825
Aug:381
Sept:643
Oct:463
Nov:235
Dec:288
Financial Planning San Juanpistrano Statistics 2015
Feb:193
Mar:574
Apr:563
May:475
June:545
July:859
Aug:310
Sept:129
Oct:81
Nov:792
Dec:322
Financial Planning San Juanpistrano Statistics 2014
Feb:507
Mar:778
Apr:428
May:560
June:328
July:988
Aug:614
Sept:468
Oct:339
Nov:366
Dec:532
Financial Planning San Juanpistrano Statistics 2013
Feb:190
Mar:914
Apr:918
May:654
June:149
July:206
Aug:838
Sept:343
Oct:781
Nov:401
Dec:818
Financial Planning San Juanpistrano Statistics 2012
Feb:259
Mar:128
Apr:455
May:341
June:921
July:778
Aug:454
Sept:427
Oct:555
Nov:883
Dec:987
Financial Planning San Juanpistrano Statistics 2011
Feb:871
Mar:600
Apr:352
May:210
June:967
July:885
Aug:485
Sept:157
Oct:799
Nov:403
Dec:811
Financial Planning San Juanpistrano Statistics 2010
Feb:609
Mar:649
Apr:290
May:389
June:49
July:108
Aug:715
Sept:309
Oct:236
Nov:169
Dec:650
Financial Planning San Juanpistrano Statistics 2009
Feb:947
Mar:104
Apr:584
May:502
June:988
July:571
Aug:386
Sept:859
Oct:171
Nov:739
Dec:69
Financial Planning San Juanpistrano Statistics 2008
Feb:623
Mar:555
Apr:294
May:421
June:958
July:105
Aug:368
Sept:566
Oct:754
Nov:659
Dec:956