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Elgon Financial Advisors Jane Mepham Austin, Texas

Financial Planning for Foreign-Born Individuals & Tech Professionals

Areas of Focus

  • Budgeting
  • Employee Benefits
  • Employee Stock Options
  • International and Cross-border Planning
  • Investment Management

About Me

WHAT I DO:
I help Professionals, Foreign-Born Individuals/Families & Immigrants (even on work visas) map out a personal finance strategy that addresses all areas of your financial lives (budgets, college planning, insurance, retirement, tax-planning, investing etc.) allowing you to take full advantage of the opportunities available and avoid key financial mistakes that could derail your version of the American dream, while giving you back time to enjoy life.

HOW I DO IT:
I take a very collaborative approach which includes educating you on all things personal finance. I spend time getting to know you, your background, your dreams, your desired future state, and your current financial situation. I weave into this your cultural background and values and any cultural ties you have to your home country to come up with a unique financial roadmap that will adapt to any changes in your life. Finally I help you implement the roadmap one item at a time, keeping in mind any changes in your situation.

WHY IT WORKS:
I take into consideration your cultural background and hone in on what's crucial to your life. Working together we implement the roadmap one item at a time, taking away the stress of having to think about doing 100 things at once. By walking besides you, I help you stay laser focused on each of the goals we've defined (one goal a time), in addition to being able to pivot at an instant if required.

WHAT MAKES ME DIFFERENT:
I'm you at some point or another. When you say "back home" I get it. I've travelled the same journey. I moved to this country in my early adulthood, backed by excellent academic qualifications. I was able to integrate into the system, but when it came to finances, deep down, I wanted to work with somebody that would take my cultural background into consideration. My research shows there are a lot of us looking for this kind of experience.

READY TO TALK:
Reach out directly here on Wealthtender using the Contact Me button, schedule some time on my website with the Book Intro Call button or if you just want to see the type of work we are doing, please visit our website: https://elgonfa.com/.

I can't wait to meet you and learn more about your life , where you are coming from and where you want to go!

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • Global Financial Planning Institute
  • National Association of Personal Financial Advisors
  • XY Planning Network

Location

5900 Balcones Dr Ste 4040, Austin, TX 78731

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Package Offers
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

At our initial meeting, we'll explore your goals and obtain an understanding of how a relationship with us might benefit you. If there's a fit, we'll customize a plan that suits your unique requirements, agree on a fee, and get started!

Offers Investment Management

Yes

About our Firm

We are a virtual firm that offers Financial Planning and Investment Management to Foreign-Born Individuals & Families & immigrants on work visas, especially those working in the STEM space (Science, Technology, Engineering etc.).

We walk alongside them as they make critical life decisions and work with them to achieve the best version of their lives.

We understand what it means to be a cultural stranger in a new community and have to learn everything about a different financial system. We collaborate and walk with you every step of the way.

Education

Worcester Polytechnic Institute, Master of Science | Worcester State College, BS, Computer Science | Bryant University, Financial Planning Certificate Program

Volunteer Experience

Foundation Communities (Austin, Texas)

Languages

  • English

Hobbies and Interests

  • Church
  • Computer
  • Dancing
  • Exercising
  • Family
  • Hiking
  • Reading
  • Running
  • Sports
  • Tennis
  • Theater
  • Traveling
  • Volunteering
  • Writing

Who We Serve

  • Business Owners
  • College Graduates
  • Couples
  • Dual Income Family
  • Expats
  • Foreign-Born Individuals
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Immigrants
  • Intergenerational Families
  • Remote Workers
  • Women Professionals
  • Young Families

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