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 Mission Viejo Statistics 2018
Feb:534
Mar:119
Apr:673
May:33
June:783
July:321
Aug:124
Sept:754
Oct:978
Nov:276
Dec:471
Tax Return Preparation Mission Viejo Statistics 2017
Feb:226
Mar:825
Apr:122
May:480
June:742
July:676
Aug:285
Sept:46
Oct:396
Nov:953
Dec:609
Tax Return Preparation Mission Viejo Statistics 2016
Feb:801
Mar:609
Apr:628
May:319
June:312
July:819
Aug:753
Sept:847
Oct:938
Nov:425
Dec:880
Tax Return Preparation Mission Viejo Statistics 2015
Feb:746
Mar:4
Apr:474
May:724
June:281
July:946
Aug:984
Sept:507
Oct:770
Nov:106
Dec:988
Tax Return Preparation Mission Viejo Statistics 2014
Feb:783
Mar:272
Apr:558
May:178
June:225
July:166
Aug:997
Sept:25
Oct:776
Nov:625
Dec:344
Tax Return Preparation Mission Viejo Statistics 2013
Feb:443
Mar:97
Apr:935
May:380
June:523
July:815
Aug:100
Sept:269
Oct:819
Nov:574
Dec:993
Tax Return Preparation Mission Viejo Statistics 2012
Feb:519
Mar:977
Apr:607
May:288
June:82
July:594
Aug:800
Sept:865
Oct:867
Nov:358
Dec:43
Tax Return Preparation Mission Viejo Statistics 2011
Feb:525
Mar:39
Apr:117
May:300
June:664
July:462
Aug:388
Sept:106
Oct:559
Nov:322
Dec:487
Tax Return Preparation Mission Viejo Statistics 2010
Feb:136
Mar:587
Apr:350
May:956
June:161
July:343
Aug:54
Sept:681
Oct:319
Nov:662
Dec:970
Tax Return Preparation Mission Viejo Statistics 2009
Feb:255
Mar:769
Apr:266
May:122
June:127
July:309
Aug:213
Sept:652
Oct:348
Nov:330
Dec:952
Tax Return Preparation Mission Viejo Statistics 2008
Feb:792
Mar:340
Apr:118
May:351
June:663
July:606
Aug:432
Sept:800
Oct:193
Nov:783
Dec:755