Featured advisory relationship
Mohan Financial
Financial and legal planning. Connected with your permission.
Meet Ashwin Mohan.
Founded by Ashwin Mohan, Mohan Financial provides financial planning for technology professionals, business owners, and families. The firm is based in Scottsdale and has Seattle roots.
Relevant Law has a professional referral relationship with Mohan Financial. When legal and financial decisions overlap, client-authorized coordination can help each professional understand the planning questions within their own role.
Visit Mohan Financial (external website)Clear roles
Your priorities. Distinct professional responsibilities.
With your permission, Relevant Law can coordinate your legal planning with your financial advisor and CPA.
- Your lawyer
- Advises on legal planning and prepares legal documents within the agreed engagement. Relevant Law does not provide investment advice or manage assets.
- Your financial advisor
- Addresses financial planning within a separate advisory engagement. Questions about Mohan Financial's services, scope, and fees should be discussed directly with the firm.
- Your CPA
- Addresses tax and accounting questions within their own engagement, including the tax implications of planning choices.
Coordination starts with your permission.
You decide whether your lawyer, financial advisor, and CPA coordinate. Before information is shared, your permission and the scope of that coordination should be confirmed with the professionals involved.
Explore Relevant Law estate planningSeparate firms. Your choice of advisors.
Mohan Financial and the independent law practices operating under the Relevant Law brand are separate firms. Legal and financial services require separate engagements, each with its own scope and fees.
You can retain your existing financial advisor and CPA. Working with Mohan Financial is not a condition of receiving legal services.