A step-by-step step process to help you evaluate our services and make an informed decision about working together.
- Tax & Investment Analysis
- Cross-border Issues Analysis
- Personalized Action Plan
We are financial planning experts and do our best work with
Foreign-born families
Immigrants on work visas
Professionals with stock options
Your Free Financial Assessment
Step #1
Schedule Your Call
A 30-minute phone call will give us both a chance to make sure your situation matches our expertise.
Step #2
Discovery Meeting
We’ll get crystal clear on your unique financial concerns, your goals, your needs, and exactly what you are looking for in a relationship with Elgon Financial Advisors.
We’ll also answer any lingering questions that you have.
Step #3
Think About It
Think about it. It has to work for you. If you decide that we aren’t a good fit, we will help you find another professional with the right expertise.
Step #4
Contract
When you are ready, sign the contract and we’ll get started.
Still Have Questions? Keep Reading...
Any US citizen or permanent resident can work with us. Any non-US resident can become a client provided you have a valid social security number or a US tax ID number and a US mailing address.
Our blog details some of the issues we deal with and can be a great resource for you.
Yes! We are a location-independent firm and have clients all over the US. We rely on video conferencing software to meet you wherever you are.
We are Fee-Only, meaning no commissions. Our fees come directly from you and depend on your specific situation and complexity. You’ll know exactly how much it’s going to cost you before we start.
Going through our free assessment will you help you make an informed decision. Schedule your free assessment call here.
Just because you are not ready for a comprehensive financial plan doesn’t mean you can’t benefit from some expert financial advice. Our one-time project plan service might be what you need.
If you decide to become a full comprehensive planning client within 3 months of this engagement, we will apply your one-time fees to your upfront planning fee.
Getting into a financial planning relationship with an advisor is one of the most critical decisions you will probably make in your life, and so we recommend interviewing several advisors before you sign on the dotted line.
You want an advisor who is a Fiduciary – which means they put your interests first.
You want an advisor who understands your background, appreciates your cultural roots and gets your pain points.
I have built my firm specifically to address issues that foreign-born families and immigrants on work visas in the STEM space face. I have an extensive network of outside professionals who understand some of these unique situations, that I can call upon anytime.
With my tech background, I invest in industry-leading technology to simplify our relationship with you from the planning process to the virtual meetings.
Learn about my expertise by reviewing our case studies, and reading our blog.
Your money is held at Charles Schwab Corp, which is insured by the SIPC for up to $500,000 per account type and is protected against losses resulting from the failure of the broker-dealer. Please note, that unlike FDIC insurance for banks, SIPC does not protect against losses due to normal swings in the market. An explanatory brochure is available at http://www.sipc.org.
