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 San Juanpistrano Statistics 2018
Feb:355
Mar:239
Apr:200
May:46
June:281
July:710
Aug:755
Sept:235
Oct:758
Nov:584
Dec:388
Wealth Management San Juanpistrano Statistics 2017
Feb:211
Mar:370
Apr:122
May:86
June:772
July:815
Aug:831
Sept:735
Oct:976
Nov:964
Dec:611
Wealth Management San Juanpistrano Statistics 2016
Feb:539
Mar:590
Apr:618
May:370
June:390
July:313
Aug:396
Sept:746
Oct:553
Nov:597
Dec:792
Wealth Management San Juanpistrano Statistics 2015
Feb:306
Mar:547
Apr:70
May:64
June:131
July:458
Aug:346
Sept:342
Oct:829
Nov:469
Dec:428
Wealth Management San Juanpistrano Statistics 2014
Feb:284
Mar:258
Apr:335
May:259
June:222
July:947
Aug:236
Sept:761
Oct:537
Nov:854
Dec:131
Wealth Management San Juanpistrano Statistics 2013
Feb:167
Mar:528
Apr:673
May:721
June:124
July:465
Aug:555
Sept:431
Oct:11
Nov:625
Dec:495
Wealth Management San Juanpistrano Statistics 2012
Feb:83
Mar:842
Apr:485
May:913
June:311
July:914
Aug:513
Sept:595
Oct:172
Nov:848
Dec:855
Wealth Management San Juanpistrano Statistics 2011
Feb:795
Mar:90
Apr:155
May:331
June:944
July:287
Aug:258
Sept:110
Oct:815
Nov:932
Dec:831
Wealth Management San Juanpistrano Statistics 2010
Feb:396
Mar:386
Apr:370
May:408
June:11
July:865
Aug:551
Sept:95
Oct:707
Nov:35
Dec:7
Wealth Management San Juanpistrano Statistics 2009
Feb:949
Mar:520
Apr:612
May:120
June:368
July:467
Aug:515
Sept:162
Oct:557
Nov:671
Dec:493
Wealth Management San Juanpistrano Statistics 2008
Feb:958
Mar:752
Apr:612
May:772
June:683
July:443
Aug:711
Sept:79
Oct:829
Nov:80
Dec:488