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Jane Mepham, CFP®'s Linkedin Analytics

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Jane Mepham, CFP®

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At my first job, on the OPT and H-1B visas (in tech), I had a chance to invest in a 401k plan - I was told it was the first step to achieving the American dream. However, I had no clue how to go about it or whom to ask for advice on investing while on a work visa. I wasn’t even sure I could do it without jeopardizing my immigration status. The idea that I’d been given access to start building my American dream and couldn’t take advantage of it was devastating. Nobody should have to go through that! Fast forward to today. As the CFP® founder of Elgon Financial Advisors, I’m the financial guide I wish I had for my international family many years ago. 👉🏽 TODAY I help you - foreign-born families and foreign nationals on work visas take full advantage of the financial opportunities (retirement planning, tax planning, saving for college, investing, estate planning, college planning, stock options planning, etc.) available in the US and avoid critical financial mistakes that could derail your version of the American dream while giving you back time to enjoy life. 👉🏽 THE PROCESS I get to know you, your background, dreams, desired future state, and current financial situation. I weave in your cultural background and values and any cultural ties you have to your home country to develop a unique financial roadmap that will adapt to any changes in your life. And yes, I help you implement the roadmap one item at a time, taking into account any changes in your situation. 👉🏽 WHY ME? I'm you at some point or another. When you say "back home," I get it. I've traveled the same journey with my international family. I moved to this country in my early adulthood, backed by excellent academic qualifications, and I was very successful in tech. I could integrate into the system, but there was a vast void regarding US finances. I wanted to work with somebody who would consider my cultural background and be willing to educate me on a new system. My research shows that many of us seek this kind of experience. 👉🏽 PODCAST I address a lot of the issues foreign-born families face on my podcast "The International Money Cafe"(www.theimcafe.com) 👉🏽 READY TO TALK? Reach out here on LinkedIn, Or schedule some time on my website. https://elgonfa.com/get-started/

Check out Jane Mepham, CFP®'s verified LinkedIn stats (last 30 days)

Followers
3,549
Posts
0
Engagements
0
Likes
0

What is Jane talking about?

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