14-Day Free Trial — No Risk

The Live Service Layer
Behind Elite Practices.
Try Free for 14 Days.

Real-time implementation support with Ashwin every week. Plus the Foundation of Financial Planning — the exact document that helped close tens of millions in AUM — yours on day one.

Foundation of Financial Planning included free
Start My Free Trial → See What's Included
Free 14 days
Card on file — never charged before day 14
$499/mo after
Free with Trial
M Consulting
Foundation of
Financial Planning
Lifetime Planning Timeline
Birth
Age 2
Age 10
59½
401(k) Pre-Tax
Roth 401(k)
529 Plan
Cash Value Life Ins.
VUL Insurance
Non-Qualified Accts
Real Estate
Cash
Traditional IRA
Roth IRA
Liquidity
Tax Treatment
Market Correlation
✏ Used live in client meetings — draw on it, map it, make it personal
$10M+
AUM Closed With This Doc
Why Elite Is Capped
This Isn't Marketing Scarcity. It's Structural.
Elite is live service, not content delivery. Ashwin works directly with each member — that only functions at small scale. When the cohort is full, enrollment closes. When spots are gone, they're gone.
Current Cohort
34 / 40 filled
6 spots remaining. Trial open now.
3–4×
Live Calls Per Month
#8
of 10,000+ Advisors
Forbes
Best in State
2×
Advisor of the Year
What's Included in Elite

Live Service. Real Implementation.
Ongoing Accountability.

Elite isn't a course. It's Ashwin working directly with you — live, every week — on the real challenges inside your practice.

3–4 Live Calls Every Month
The engine of Elite. Every Monday Ashwin is live — working directly on your practice. Not lectures. Not a Slack channel. Real-time service from someone who built it himself.
Active Implementation Support
Ashwin helps you build actual systems in your practice live. Processes, operations, frameworks, AI integration — done together, not assigned as homework.
Live Case Studies
Real client situations, real practice problems — worked live. Learn from Ashwin analyzing your situation and from watching him work through situations like yours.
Full Recordings Backlog
Immediate access to every session ever recorded — months of calls, case studies, and Q&As. Never start from zero.
Full Community Access
The entire M.Consulting advisor network. Connect with advisors actively building — not just talking about it.
Accountability at Scale
You commit to something on Monday, he follows up next Monday. That cycle is what creates real momentum.
The Monday Structure

Every Monday Is a Live Service Call.
Not a Webinar. Not a Lecture.

The first Monday of every month is open to Core and Elite. Every other Monday is Elite-only live service — where real implementation happens.

The distinction: Core teaches you to fish. Elite is Ashwin standing next to you every week, helping you fish better — on your water, with your rod, for your clients.
Core + Elite
1st Monday of every month
Monthly Q&A — Open Call
All Core and Elite members. Bring real questions, client situations, and challenges. Ashwin answers live — no script. This is the community call where everyone gets direct coaching.
Elite Only
2nd, 3rd & 4th Monday of every month
Elite Live Service Calls
Three live service sessions every month — Ashwin working directly with Elite members on active case studies, implementation, accountability, and scaling strategy.

All sessions are recorded. Miss a Monday? The work is always waiting for you.

Ready to Try Elite Live Service?
Your first Monday call could be this week. 6 spots currently open.
Start My Free 14-Day Trial →
Free for 14 days · Card on file · Cancel before day 14 to avoid charge
M Consulting
Foundation of Financial Planning
Lifetime Timeline
Birth
Age 2
Age 10
59½
401(k) Pre-Tax
Roth IRA
529 Plan
Cash Value Life
Non-Qualified Accounts
VUL Insurance
Real Estate
Cash
Free with Trial
★ Included Free With Your Trial

The Document That Helped Close Tens of Millions in AUM.

The Foundation of Financial Planning is a single-page visual worksheet mapping every major wealth vehicle — 401(k)s, IRAs, VUL, Cash Value Life, 529s, Real Estate — across a lifetime timeline. Used live in client meetings as the centerpiece of the planning conversation.

One page. Every vehicle. A lifetime.Most clients have never seen their full financial picture on one page. This changes that in one sitting.
Draw on it live with the client.Map their income and savings into each vehicle in real time. Abstract plans become concrete, personal maps clients walk away with.
The exact tool Ashwin used to close real clients at scale.Not theory — the working document behind tens of millions in AUM.
Yours on day one — unlocked the moment you start your trial, before your first Monday call.
Who Elite Is Built For

Three Types of Advisors.
One Common Ambition.

Elite serves advisors at different stages. What they share is a commitment to build something real — not someday, but now.

01
The Core Member Ready to Level Up
You have the framework. Now you want Ashwin applying it live to your actual practice every week.
→Already inside the M.Consulting system
→Wants live implementation, not more content
→Ready to go from learning to active scaling
02
The New Advisor Building It Right
You want to skip years of improvisation and build the right way from day one.
→0–5 years in, building the right foundation early
→Wants live feedback on real client situations
→Committed to building a practice that lasts
03
The Experienced Advisor Ready to Scale
You have a practice. You want bigger cases, a referral engine, and the infrastructure for serious scale.
→Has existing clients, wants bigger cases
→Needs a partner, not a course, to drive the next phase
→Ready for weekly accountability at scale
Compare Plans

See Exactly What You're Getting.

Feature
Free$0/mo
Core$49.99/mo
Elite$499/mo
Community access (chat, announcements)
✓
✓
✓
Select free recordings
✓
✓
✓
Foundational course + Titan Talks
—
✓
✓
Monthly open Q&A (Core + Elite)
—
1/month
1/month
Elite-only live service calls
—
—
3–4/month
Active implementation support
—
—
✓
Live case studies & problem-solving
—
—
✓
Full recordings backlog
—
—
✓
Weekly accountability system
—
—
✓
14-day free trial
—
—
✓
Advisor Testimonials

Results From Advisors Just Like You.

★★★★★

This completely changed how I run discovery meetings. I went from leaving calls unsure if I covered everything to walking out with a complete fact finder every single time.

J
Jordan K.
Financial Advisor · 2 Years
★★★★★

This planning process has led to significantly more business and referrals within my target market, transforming my professional trajectory.

J
James H.
Financial Advisor · 3 Years
★★★★★

Ashwin's consulting has led to a significant revenue boost and transformative growth in a niche market for my financial planning business. Highly recommend!

Z
Zach M.
Financial Advisor · 4 Years
Start Today — Risk Free

14 Days to Experience
Elite Live Service.

Start today. Get the Foundation of Financial Planning document immediately, attend your first live Monday call this week, and access the full backlog from day one. Cancel before day 14 and you pay nothing.

Instant Full AccessFull access — calls, backlog, community — from day one.
Zero CommitmentCancel before day 14 and you're never charged. No questions.
Live Call Week OneCalls run on schedule. Join live from week one.
6 Spots RemainingCohort capped at 40. 6 spots remain.
Start My Free 14-Day Trial →
Card required · $499/month after 14 days · Cancel anytime
The Trial Promise If Elite isn't the right fit within 14 days, cancel from your account settings — no charge, no questions asked.
Available on Mobile

The M.Consulting
Community In Your Pocket.

Access the Mohan Coaching App to stay connected with the community, catch session notifications, and engage with content between Monday calls — on iOS or Android.

Download on the
App Store
Common Questions

Everything About the Trial.

You get full Elite membership access from day one — all Monday calls, the complete recordings backlog, community access, and course content. It's not a limited preview. It's the real thing, free for two weeks.
Yes — a card is required to begin the trial. You will not be charged anything until day 14. If you cancel before then, the card is never billed. This keeps the cohort serious and protects the quality of the calls for everyone.
Cancel directly from your account settings before the 14-day mark. There's no phone call required, no hoops to jump through. If you cancel before day 14, you pay nothing.
Core gives you the complete system — the frameworks, processes, and playbooks to build your practice correctly. Elite is the live service layer on top: Ashwin working with you directly every week on your specific situations, clients, and scaling challenges. Core teaches you the system. Elite implements it with you.
Live video sessions with Ashwin. The first Monday each month is open to Core and Elite — bring real questions and client situations. The remaining Mondays (2nd, 3rd, and 4th) are Elite-only live service: active case studies, implementation work, and direct accountability on what you committed to build.
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