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:
Wealth Management Costa Mesa Statistics 2018
Feb:333
Mar:203
Apr:671
May:294
June:295
July:927
Aug:751
Sept:230
Oct:962
Nov:845
Dec:307
Wealth Management Costa Mesa Statistics 2017
Feb:536
Mar:66
Apr:473
May:353
June:586
July:163
Aug:270
Sept:289
Oct:532
Nov:131
Dec:94
Wealth Management Costa Mesa Statistics 2016
Feb:963
Mar:686
Apr:959
May:763
June:243
July:515
Aug:900
Sept:577
Oct:718
Nov:570
Dec:872
Wealth Management Costa Mesa Statistics 2015
Feb:496
Mar:622
Apr:243
May:457
June:467
July:551
Aug:823
Sept:2
Oct:617
Nov:295
Dec:355
Wealth Management Costa Mesa Statistics 2014
Feb:459
Mar:626
Apr:492
May:991
June:757
July:586
Aug:524
Sept:719
Oct:272
Nov:482
Dec:481
Wealth Management Costa Mesa Statistics 2013
Feb:998
Mar:380
Apr:92
May:715
June:951
July:965
Aug:728
Sept:446
Oct:586
Nov:972
Dec:904
Wealth Management Costa Mesa Statistics 2012
Feb:522
Mar:726
Apr:54
May:139
June:21
July:410
Aug:342
Sept:481
Oct:35
Nov:835
Dec:471
Wealth Management Costa Mesa Statistics 2011
Feb:420
Mar:995
Apr:510
May:693
June:477
July:992
Aug:209
Sept:474
Oct:372
Nov:302
Dec:189
Wealth Management Costa Mesa Statistics 2010
Feb:266
Mar:918
Apr:769
May:852
June:889
July:672
Aug:905
Sept:411
Oct:398
Nov:959
Dec:550
Wealth Management Costa Mesa Statistics 2009
Feb:368
Mar:892
Apr:900
May:403
June:726
July:371
Aug:195
Sept:146
Oct:366
Nov:705
Dec:840
Wealth Management Costa Mesa Statistics 2008
Feb:696
Mar:49
Apr:317
May:68
June:351
July:507
Aug:390
Sept:618
Oct:424
Nov:158
Dec:469