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 Fountain Valley Statistics 2018
Feb:502
Mar:129
Apr:300
May:21
June:909
July:627
Aug:108
Sept:923
Oct:553
Nov:352
Dec:153
Wealth Management Fountain Valley Statistics 2017
Feb:114
Mar:113
Apr:1000
May:196
June:957
July:632
Aug:641
Sept:930
Oct:55
Nov:671
Dec:49
Wealth Management Fountain Valley Statistics 2016
Feb:598
Mar:737
Apr:10
May:17
June:452
July:68
Aug:740
Sept:954
Oct:197
Nov:39
Dec:976
Wealth Management Fountain Valley Statistics 2015
Feb:666
Mar:83
Apr:28
May:218
June:436
July:181
Aug:20
Sept:551
Oct:295
Nov:20
Dec:747
Wealth Management Fountain Valley Statistics 2014
Feb:653
Mar:388
Apr:181
May:709
June:58
July:231
Aug:769
Sept:657
Oct:969
Nov:779
Dec:674
Wealth Management Fountain Valley Statistics 2013
Feb:848
Mar:413
Apr:374
May:45
June:453
July:349
Aug:151
Sept:118
Oct:433
Nov:179
Dec:337
Wealth Management Fountain Valley Statistics 2012
Feb:361
Mar:358
Apr:419
May:656
June:378
July:166
Aug:908
Sept:30
Oct:555
Nov:89
Dec:739
Wealth Management Fountain Valley Statistics 2011
Feb:320
Mar:508
Apr:270
May:288
June:287
July:944
Aug:709
Sept:135
Oct:357
Nov:83
Dec:180
Wealth Management Fountain Valley Statistics 2010
Feb:433
Mar:331
Apr:929
May:866
June:511
July:265
Aug:735
Sept:872
Oct:623
Nov:154
Dec:528
Wealth Management Fountain Valley Statistics 2009
Feb:321
Mar:436
Apr:32
May:876
June:525
July:772
Aug:489
Sept:845
Oct:279
Nov:759
Dec:133
Wealth Management Fountain Valley Statistics 2008
Feb:703
Mar:842
Apr:702
May:59
June:926
July:882
Aug:870
Sept:358
Oct:213
Nov:798
Dec:223