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 Costa Mesa Statistics 2018
Feb:733
Mar:663
Apr:32
May:69
June:854
July:215
Aug:379
Sept:312
Oct:497
Nov:487
Dec:762
Tax Return Preparation Costa Mesa Statistics 2017
Feb:878
Mar:490
Apr:418
May:576
June:527
July:68
Aug:10
Sept:408
Oct:994
Nov:696
Dec:980
Tax Return Preparation Costa Mesa Statistics 2016
Feb:697
Mar:450
Apr:471
May:500
June:219
July:751
Aug:229
Sept:953
Oct:413
Nov:262
Dec:21
Tax Return Preparation Costa Mesa Statistics 2015
Feb:477
Mar:401
Apr:579
May:975
June:888
July:341
Aug:680
Sept:765
Oct:831
Nov:97
Dec:340
Tax Return Preparation Costa Mesa Statistics 2014
Feb:166
Mar:351
Apr:766
May:159
June:46
July:746
Aug:971
Sept:744
Oct:195
Nov:441
Dec:243
Tax Return Preparation Costa Mesa Statistics 2013
Feb:191
Mar:473
Apr:367
May:605
June:735
July:389
Aug:872
Sept:212
Oct:791
Nov:450
Dec:186
Tax Return Preparation Costa Mesa Statistics 2012
Feb:792
Mar:867
Apr:443
May:622
June:965
July:784
Aug:980
Sept:130
Oct:134
Nov:746
Dec:290
Tax Return Preparation Costa Mesa Statistics 2011
Feb:491
Mar:260
Apr:926
May:687
June:701
July:168
Aug:101
Sept:893
Oct:642
Nov:469
Dec:497
Tax Return Preparation Costa Mesa Statistics 2010
Feb:859
Mar:368
Apr:589
May:649
June:819
July:776
Aug:327
Sept:611
Oct:642
Nov:770
Dec:232
Tax Return Preparation Costa Mesa Statistics 2009
Feb:554
Mar:212
Apr:737
May:689
June:958
July:26
Aug:870
Sept:449
Oct:286
Nov:795
Dec:136
Tax Return Preparation Costa Mesa Statistics 2008
Feb:964
Mar:237
Apr:880
May:605
June:707
July:377
Aug:982
Sept:565
Oct:746
Nov:571
Dec:214