#74 - The Intricacies of American Finance Unraveled with Jane Mepham

Ever grappled with the complexities of the American financial system as a foreign-born individual? Today, we bring our conversation with Jane Mepham, a financial planning maestro who turned her personal struggle in understanding systems like 401ks and credit cards into a mission to aid others in similar situations. Jane, originally from Kenya, is the founder of Elgon Financial Advisors, her firm dedicated to guiding foreign nationals and tech professionals through America's fiscal labyrinth. Together, we unravel the perplexities of budgeting, retirement planning, and financial issues that foreign workers often face.

Venturing into the second part of our conversation, Jane imparts her wisdom about the nuances of building a successful advisory business. Her tried-and-tested client acquisition strategies run the gamut from writing articles and building relationships with immigration lawyers to maximizing the power of SEO. Learn how content creation forms a crucial aspect and what specific planning questions foreign nationals often face. Lastly, we take a tour of Jane's experience in starting her financial planning firm. From navigating the choppy waters of compliance and E&O to the significance of continuous learning, Jane provides a comprehensive lens into her field. Get ready to be inspired by how Jane envisions her firm's growth into a boutique business with advisors eager to tackle complex cases. You don't want to miss this episode.

Jane's Kitces Article: 

https://www.kitces.com/blog/investing-for-work-visa-holders-nonimmigrant-challenges-foreign-workers-h1b/

Jane's Podcast:

https://www.theimcafe.com/

Jane's Social:

Twitter - @ElgonFinancial

Linkedin - https://www.linkedin.com/in/janemepham/