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:
Tax Return Preparation Aliso Viejo Statistics 2018
Feb:678
Mar:667
Apr:574
May:145
June:683
July:859
Aug:106
Sept:355
Oct:191
Nov:702
Dec:110
Tax Return Preparation Aliso Viejo Statistics 2017
Feb:938
Mar:453
Apr:54
May:427
June:527
July:472
Aug:714
Sept:798
Oct:272
Nov:904
Dec:459
Tax Return Preparation Aliso Viejo Statistics 2016
Feb:438
Mar:136
Apr:523
May:611
June:136
July:571
Aug:961
Sept:814
Oct:237
Nov:534
Dec:960
Tax Return Preparation Aliso Viejo Statistics 2015
Feb:393
Mar:65
Apr:275
May:585
June:767
July:385
Aug:647
Sept:705
Oct:839
Nov:702
Dec:131
Tax Return Preparation Aliso Viejo Statistics 2014
Feb:174
Mar:846
Apr:164
May:447
June:750
July:623
Aug:263
Sept:187
Oct:759
Nov:786
Dec:799
Tax Return Preparation Aliso Viejo Statistics 2013
Feb:357
Mar:760
Apr:709
May:595
June:293
July:668
Aug:514
Sept:687
Oct:734
Nov:790
Dec:271
Tax Return Preparation Aliso Viejo Statistics 2012
Feb:175
Mar:919
Apr:206
May:14
June:621
July:338
Aug:380
Sept:795
Oct:183
Nov:544
Dec:241
Tax Return Preparation Aliso Viejo Statistics 2011
Feb:167
Mar:505
Apr:120
May:926
June:291
July:919
Aug:821
Sept:648
Oct:678
Nov:530
Dec:243
Tax Return Preparation Aliso Viejo Statistics 2010
Feb:198
Mar:758
Apr:659
May:932
June:547
July:931
Aug:433
Sept:722
Oct:849
Nov:639
Dec:737
Tax Return Preparation Aliso Viejo Statistics 2009
Feb:977
Mar:116
Apr:265
May:160
June:661
July:507
Aug:93
Sept:828
Oct:11
Nov:213
Dec:753
Tax Return Preparation Aliso Viejo Statistics 2008
Feb:132
Mar:574
Apr:951
May:810
June:103
July:193
Aug:782
Sept:301
Oct:951
Nov:440
Dec:233