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 Santa Ana Statistics 2018
Feb:34
Mar:71
Apr:237
May:423
June:134
July:840
Aug:5
Sept:930
Oct:723
Nov:691
Dec:595
Financial Planning Santa Ana Statistics 2017
Feb:465
Mar:980
Apr:93
May:755
June:385
July:450
Aug:703
Sept:196
Oct:799
Nov:559
Dec:517
Financial Planning Santa Ana Statistics 2016
Feb:135
Mar:493
Apr:824
May:43
June:353
July:5
Aug:734
Sept:388
Oct:76
Nov:972
Dec:811
Financial Planning Santa Ana Statistics 2015
Feb:812
Mar:817
Apr:140
May:535
June:507
July:736
Aug:462
Sept:973
Oct:716
Nov:556
Dec:727
Financial Planning Santa Ana Statistics 2014
Feb:5
Mar:429
Apr:297
May:805
June:989
July:814
Aug:628
Sept:123
Oct:306
Nov:452
Dec:166
Financial Planning Santa Ana Statistics 2013
Feb:458
Mar:901
Apr:47
May:534
June:873
July:858
Aug:745
Sept:684
Oct:675
Nov:886
Dec:218
Financial Planning Santa Ana Statistics 2012
Feb:622
Mar:680
Apr:154
May:337
June:236
July:882
Aug:438
Sept:241
Oct:310
Nov:735
Dec:45
Financial Planning Santa Ana Statistics 2011
Feb:548
Mar:674
Apr:422
May:854
June:126
July:588
Aug:513
Sept:584
Oct:488
Nov:561
Dec:118
Financial Planning Santa Ana Statistics 2010
Feb:419
Mar:864
Apr:44
May:93
June:750
July:262
Aug:275
Sept:371
Oct:943
Nov:430
Dec:709
Financial Planning Santa Ana Statistics 2009
Feb:311
Mar:146
Apr:419
May:622
June:882
July:465
Aug:921
Sept:429
Oct:139
Nov:342
Dec:283
Financial Planning Santa Ana Statistics 2008
Feb:931
Mar:797
Apr:851
May:418
June:357
July:969
Aug:779
Sept:776
Oct:833
Nov:823
Dec:869