FINANCIAL PLANNING FOR FOREIGN-BORN INDIVIDUALS

It takes a special strength to move to a new country. Now that you are here, it's time to make the most of your financial future!

  • Pursue Your American Dream.
  • Simplify Your U.S. Finances.
  • Reduce Your taxes.
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"Financial planning is a process, and every client is unique."
— Founder Jane Mepham, CFP®

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Elgon's Fee-Only Services for Foreign-Born Families (Immigrants) and Foreign Nationals on Work Visas:

  • FINANCIAL PLANNING
  • BUDGET AND CASH FLOW
  • NEW TO AMERICA PLANNING
  • Stock Options
  • CROSS-BORDER ISSUES
  • TAX PLANNING
  • ESTATE PLANNING
  • WORKPLACE BENEFITS
  • Investment Management
  • INSURANCE PLANNING
  • RETIREMENT PLANNING
  • Goal Setting
  • College Savings

Financial Planning Case Studies

Man sitting on coach and thinking

Case Study #1

BRAND NEW TO AMERICA – GETTING STARTED

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PURSUING THE AMERICAN DREAM ON A WORK VISA

Case Study #2

PURSUING THE AMERICAN DREAM ON A WORK VISA

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Black woman sitting in front of group of multi ethnic people

Case Study #3

NEWLY EMPLOYED FIRST-GENERATION IMMIGRANT

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These cases are hypothetical and do not include Elgon Financial Planning Clients.

Memberships & Alliances

Fee Only Network
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Do not walk alone on this journey, we’ll be there every step of the way to guide, educate and help you make smarter financial decisions.

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