Jane Mepham CFP®
No reviews yet · Serves Nationwide · Specializes in Business Executives, Equity Compensation, High Net Worth Individuals
Financial Planning For Foreign-Born Families & US Expats
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Management
- Charitable Giving
- Education Planning
- Equity Compensation
- Estate Planning
- Executive Compensation
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Stock Option Planning
- Tax Planning & Strategy
- Wealth Management
Pricing
- Hourly Rate — $359/hour
- One-Time Financial Planning Fee — $3,600 one-time
- Subscription — $5,000 monthly
- Percentage of Assets (AUM) — 0.3%–1% of AUM