FINANCIAL PLANNING FOR PROFESSIONALS & FOREIGN-BORN INDIVIDUALS

It takes a special strength to move from your community to a new land. Let’s make the most of that financial opportunity by working together to:

Jane Mepham - Elgon Financial Advisor, Austin Texas
Hello, I'm Jane Mepham, a Registered Investment Advisor.

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Financial Planning Case Studies

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

Elgon's services for foreign-born families
(Citizens, Green Card Holders or Work Visa Holders) includes:

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.

“Financial planning is a process, not a piece of paper or deliverable. It is a partnership between a client and an advisor. The client is the ‘expert’ of their life, and the planner brings the technical knowledge and an accountability aspect to the relationship, helping the client stay the path of what they have agreed to. Financial planning knowledge and information is common, but the results must be customized and specific to the client, after all every client is unique.” – Jane Mepham

ELGON'S PROMISE TO YOU

PEOPLE FIRST
HONESTY
COLLABORATION
SERVICE

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INTEGRITY
AUTHENTICITY
COURAGE
TRUSTWORTHY

It does not matter how you got here; this country has a lot of wealth building opportunities for you. To make the most of them, avoid these 10 Mistakes That Can Derail Your American Dream.

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