Jane Mepham, CFP® Elgon Financial Advisors

Contact this advisor

About Jane Mepham, CFP®

Hi, I’m Jane Mepham, a Certified Financial Planner and the founder of Elgon Financial Advisors.

I know what it means to move to a new country and be a cultural stranger despite what would have been considered some great academic credentials in the technology space.

I recall being frustrated at not knowing who or where to turn to for answers on personal finance as I wrestled with issues like taxes, investments, stock options, company-provided benefits, insurance, etc.

I turned to friends and looking back, I was lucky to not derail my American dream with some of the suggestions I was getting, but at the same time, I missed out on some great opportunities that would have allowed me to make different financial choices.

My goal is to help you avoid those mistakes, and partner with you as you pursue your version of the American dream.

Before, I became a financial advisor, I spent over 17 years in the high-tech field, rubbing shoulders with a lot of immigrants and their families – giving me valuable experience, that I draw upon in my advising business.

I understand the confusion and the disadvantage that comes with being in a new financial system, as a foreign-born individual. And over the years, I have helped clients answer questions like
– How Does the U.S. financial system work?
– What can I invest in if I’m on a work visa like H-1B, L-1 etc?
– How can I save for my kids’ college if I don’t know how long I’m going to be here?
– What about my overseas investments/assets?
– What tax strategies can I use to ensure, I maximize my resources
– How do I support my family here and overseas?
– How do I ensure, I stay on the right side of the taxman?
– How do I manage stock options especially if I am on a work visa?

My approach to planning is very hands-on via an agile methodology. While keeping your immigration status front and center, together we work on issues like
– Spending plans
– Retirement saving
– College funding and especially the options available to those on work visas
– Insurance planning
– Estate planning
– Gifting strategies
– Tax planning strategies
– Building generational wealth
– Investment strategies
– Saving for major goals including that special trip back home
– Essentially anything that involves money in your life.

If you are looking to partner with a Certified Financial Planner, who will keep your cultural background front and center of the planning relationship, let’s chat and together figure out a path forwards.

Contact this advisor

Recently Published

How To Get Back On Your Feet After Being Laid Off On H-1B & Other Work Visas

January 27, 2023

My biggest job fear when I got into the tech industry on an H-1B visa was that I could be let go at any time.

Sadly this is an issue facing many foreign-born nationals, currently in the US on various work visas. If this happens to you, here are some steps that may help you get back on your feet quickly.

The post How To Get Back On Your Feet After Being Laid Off On H-1B & Other Work Visas appeared first on Elgon Financial Advisors.

Read the full post →

Do I Pay Taxes When I Send Money Overseas?

January 24, 2023

Foreign-born families and other immigrants tend to send a lot of money overseas. So in this post, I'm answering the question - do I pay taxes when I send money abroad from the US?

The post Do I Pay Taxes When I Send Money Overseas? appeared first on Elgon Financial Advisors.

Read the full post →

Do I Pay Taxes on Gifts From Overseas Family?

January 5, 2023

What are the tax considerations for receiving gifts from overseas family when you live in the US and are a tax resident?

The post Do I Pay Taxes on Gifts From Overseas Family? appeared first on Elgon Financial Advisors.

Read the full post →

Visit the blog →

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Cross-border Planning
  • Immigrants
  • Technology Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $1250+/qtr
  • Flat Fee: $2500+/engagement
  • Assets Under Management: 1.00%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Loading...