Ashley Coake, CFP^®

EA

Cultivate Financial Planning

6580 Valley Center Drive, Suite 165
Radford, VA 24141

(540) 505-0095 CONNECT WITH Ashley

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We are fee only, which means we do not earn any commissions from any products - no paid trips to the Bahamas either! We charge a flat dollar fee that is based on the services we provide to you.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

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General

Ashley Coake is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cultivate Financial Planning in Radford, VA and the surrounding communities.

Financial Advisor Overview

At Cultivate Financial Planning, our objective is to guide you along in every aspect of your financial life, whether you’re looking to sow the first seeds or make the most of your harvest, we’re here to help. We work with clients to develop or improve each of the following areas: Cash Management, Risk Management (Insurance), Investment Management, Tax Planning, Retirement Planning, and Estate Planning. By viewing your financial life as a whole and optimizing each of those six areas of financial planning, instead of just one, you’re able stretch those hard earned dollars even further. Please visit our website at www.cultivatefp.com to learn more!

Financial Advisor Experience

Ashley started her career in finance at the National Bank of Blacksburg during college. From there, she worked for a Broker Dealer that managed investments, where she passed her investment advisor representative and life, health, and annuity insurance licensing exams. However, it always seemed like investing was just one piece of a much larger puzzle. Continuing her push for the remaining pieces of the puzzle, she joined an independent Registered Investment Advisory firm, where she earned her CFP® certification. She constantly pursues learning and has since earned the Enrolled Agent credential, the highest credential the IRS awards.In 2018, Ashley founded Cultivate Financial Planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - EA

Insurance Licenses

Life insurance: Virginia
Health/disability insurance: Virginia

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Retirement, Tangible Assets, Long-term Care, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Personal Taxes, Women's Finances

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We are fee only, which means we do not earn any commissions from any products - no paid trips to the Bahamas either! We charge a flat dollar fee that is based on the services we provide to you.