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 Services Aliso Viejo Statistics 2018
Feb:265
Mar:559
Apr:777
May:36
June:469
July:717
Aug:12
Sept:144
Oct:751
Nov:897
Dec:622
Tax Services Aliso Viejo Statistics 2017
Feb:807
Mar:802
Apr:866
May:408
June:629
July:527
Aug:220
Sept:987
Oct:787
Nov:724
Dec:191
Tax Services Aliso Viejo Statistics 2016
Feb:724
Mar:886
Apr:720
May:579
June:773
July:916
Aug:669
Sept:38
Oct:475
Nov:445
Dec:74
Tax Services Aliso Viejo Statistics 2015
Feb:162
Mar:87
Apr:87
May:913
June:984
July:710
Aug:821
Sept:791
Oct:511
Nov:686
Dec:199
Tax Services Aliso Viejo Statistics 2014
Feb:213
Mar:419
Apr:127
May:0
June:143
July:318
Aug:83
Sept:867
Oct:204
Nov:803
Dec:446
Tax Services Aliso Viejo Statistics 2013
Feb:718
Mar:115
Apr:15
May:192
June:561
July:90
Aug:136
Sept:723
Oct:177
Nov:224
Dec:636
Tax Services Aliso Viejo Statistics 2012
Feb:934
Mar:456
Apr:952
May:445
June:141
July:150
Aug:585
Sept:355
Oct:570
Nov:712
Dec:355
Tax Services Aliso Viejo Statistics 2011
Feb:29
Mar:438
Apr:580
May:234
June:241
July:26
Aug:210
Sept:960
Oct:141
Nov:226
Dec:152
Tax Services Aliso Viejo Statistics 2010
Feb:316
Mar:288
Apr:425
May:493
June:513
July:60
Aug:654
Sept:446
Oct:517
Nov:606
Dec:891
Tax Services Aliso Viejo Statistics 2009
Feb:757
Mar:476
Apr:13
May:326
June:188
July:368
Aug:39
Sept:218
Oct:807
Nov:620
Dec:452
Tax Services Aliso Viejo Statistics 2008
Feb:647
Mar:663
Apr:7
May:789
June:889
July:159
Aug:490
Sept:204
Oct:448
Nov:916
Dec:698