Why Elgon Financial Advisors

Hey, welcome to Elgon Financial Advisors Blog!

Personal finance is such a fascinating topic and one that I could talk about all day. Investopedia defines personal finance as “managing your money as well as investing and saving it”. It includes everything in your life that involves money, which means personal finance is part and parcel of our daily lives whether we realize it or not.

When we talk about personal finance, a lot of people start thinking about wealth and by extension luxury. Chris Rock once said, “Wealth is not about having a lot of money; it’s about having a lot of options”.

I agree with that and will add that you need to understand what these options are. This  means understanding everything from how the financial system works including banking, budgeting, saving, investments all the way to understanding your motivations. 

Once you understand this, you’ll be able to make the most of the opportunities that come your way. 

This is my main goal for starting Elgon Financial Advisors; a safe place where anybody can come to for financial education and help managing money.

I am especially focused on first-generation Americans and immigrants on work visas who having grown up in a different financial system have a lot more to learn about finances in addition to everything else that’s so critical to being able to achieve their version of the American dream.

We are a nation of immigrants over 45 million by last count  – but generally how long we’ve been here determines where we need to start on this journey.

Immigrants on work visas tend to work in very demanding careers, that speaks highly of their academic achievements, leaving little or no time to deal with personal finance issues some of which can derail their lives. I have been in that exact situation and my goal is to be that resource that can help you with some of these issues.

The goal of this blog is to share information relevant to those who are newly arrived in this country on work visas, as well as those who arrived a while back but are keen to work with an advisor who understands and will appreciate all the cultural nuances of being an immigrant.

The topics I’ll address here will range from the traditional financial planning topics like equity compensation (stock options), tax planning, investments, estate planning, savings all the way to ideas that are very specific to the immigrant community like work visas, supporting family overseas and what it really means to have roots elsewhere in the context of financial planning.

If there are specific topics, you would like to see me address here, please use our contact form to reach out.

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If you’d like to chat and find out what this is all about or just say hey, let’s go for it, right here

I am really excited about this journey and cannot wait to meet you.

Disclaimer:  This article is provided for general information and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for the purchase or sale of any security, investment advisory services, or legal advice. I encourage you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Reproduction of this material is prohibited without written permission from Jane Mepham and all rights are reserved. Read the full disclaimer here.

Jane Mepham, CFP® is a Fee-Only financial planner who loves simplifying the complexities of the U.S. financial system for immigrants and foreign nationals on work visas and those in tech. She’ll work with you to map out a personal strategy that addresses all areas of your financial life while avoiding key financial mistakes that could derail your American dream.