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 Costa Mesa Statistics 2018
Feb:229
Mar:379
Apr:709
May:829
June:894
July:906
Aug:180
Sept:720
Oct:919
Nov:577
Dec:649
Tax Services Costa Mesa Statistics 2017
Feb:154
Mar:922
Apr:738
May:367
June:555
July:183
Aug:467
Sept:80
Oct:793
Nov:192
Dec:215
Tax Services Costa Mesa Statistics 2016
Feb:192
Mar:853
Apr:858
May:154
June:458
July:10
Aug:50
Sept:688
Oct:389
Nov:760
Dec:517
Tax Services Costa Mesa Statistics 2015
Feb:665
Mar:697
Apr:2
May:583
June:274
July:652
Aug:660
Sept:429
Oct:574
Nov:397
Dec:796
Tax Services Costa Mesa Statistics 2014
Feb:581
Mar:263
Apr:209
May:374
June:455
July:424
Aug:536
Sept:647
Oct:277
Nov:394
Dec:802
Tax Services Costa Mesa Statistics 2013
Feb:404
Mar:852
Apr:423
May:794
June:611
July:940
Aug:76
Sept:276
Oct:637
Nov:79
Dec:860
Tax Services Costa Mesa Statistics 2012
Feb:732
Mar:519
Apr:339
May:305
June:917
July:135
Aug:434
Sept:497
Oct:399
Nov:643
Dec:871
Tax Services Costa Mesa Statistics 2011
Feb:67
Mar:407
Apr:501
May:344
June:802
July:303
Aug:79
Sept:205
Oct:154
Nov:503
Dec:1000
Tax Services Costa Mesa Statistics 2010
Feb:443
Mar:76
Apr:42
May:79
June:156
July:902
Aug:991
Sept:889
Oct:421
Nov:330
Dec:193
Tax Services Costa Mesa Statistics 2009
Feb:466
Mar:628
Apr:836
May:865
June:270
July:707
Aug:719
Sept:338
Oct:113
Nov:220
Dec:683
Tax Services Costa Mesa Statistics 2008
Feb:523
Mar:763
Apr:120
May:678
June:265
July:120
Aug:443
Sept:709
Oct:197
Nov:486
Dec:788