Ashley Coake, CFP®, EA Cultivate Financial Planning

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About Ashley Coake, CFP®, EA

Hello, I’m Ashley. My favorite part of being a CERTIFIED FINANCIAL PLANNER™ professional is watching clients succeed. I am passionate about helping each client cultivate their own best financial life (current and future).

At Cultivate Financial Planning, we believe:
-financial planning is for everyone, regardless of how much you have or where you are in life.
-good financial planning will allow you to worry less and do more of what you love.
-balance is paramount in every area of life: work-play, hustle-rest, spend-save, now-later.
-clients always come first – we’re here to serve first and foremost.
-fees should be straightforward and transparent.
-in keeping it simple.
-a good plan that’s not implemented is not a good plan. And neither is a leather bound 300-page plan on a shelf – life changes constantly and your plan should continuously evolve.
-that financial planning shouldn’t be something done “behind the curtain”, but a collaborative and educational experience between the planner and the client.
-in honesty, hard work, and common sense.
-in giving thanks for what we have and to those who helped us get where we are, and in giving back by helping the next person.
-in doing work that we love and encouraging others to do the same.

I started my career in finance at the National Bank of Blacksburg during college. From there, I worked for a Broker-Dealer that managed investments, where I passed my 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 my push for the remaining pieces of the puzzle, I joined an independent Registered Investment Advisory firm, where I earned her CFP® certification. In 2018, I started Cultivate Financial Planning.

When I’m not engaged in Financial Planning, you’ll likely find me outside on the farm with my husband Matt where we raise chickens, pigs, cows, and a garden.

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Ideal Clients

  • Baby Boomers
  • Holistic Financial Planning
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

SEC Records

  • Advisor Registration