Jane Mepham (CFP®, MSC)

Jane Mepham focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

Charitable Giving

College/Education Planning

ExPat and Cross Border Issues

Investment Advice with Ongoing Management

Tax Planning

Planning Specialties

First Generation Americans and Immigrants on work visas especially those in the STEM field (Science, Technology (Tech), Engineering, Medicine)

You've worked so hard to get to the US, and you are ready to make the most of the financial opportunities available. It's a huge challenge figuring out how the US system works, how to be tax compliant with you have overseas assets, and how to ensure the two systems work in your favor.

I understand what you are dealing with since I've been there, so you don't have to face this alone. I'll help you

Figure out the system
Prioritize your goals
Reduce your taxes
Make the most of your equity compensation
Plan for an intentional future

I want to help you have an amazing relationship with your money and learn to use it as a tool to craft a financial life you'll be proud of.

Additional Information

Personal finances can be very challenging especially when everything sounds so foreign, and the cultural practices are different from what you are used to. But don't let this stop you from seeking out help.

Together we can plan out and work together on your journey, which will incorporate a lot of education, allowing you to make the best decisions for your family. Giving you the time to enjoy your family and your new country, knowing that your finances are under control.

Ready to chat?