Ashley Coake
CFP®, EA
Cultivate Financial Planning
Founder and Financial Planner
Ashley Coake
CFP®, EA
Cultivate Financial Planning
Founder and Financial Planner
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). - Ashley Coake, CFP®, EA
Fee-Only financial planner located in Radford, VA, serving clients in the New River Valley and across the country
Ashley Coake is a Radford, VA fee-only financial planner. Cultivate Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ashley Coake is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
It was at Radford University, where she graduated summa cum laude, that Ashley Coake discovered her passion for finance, thanks to some great professors and a wonderful organization. She participated in and was the first female president of the Student Managed Investment Portfolio Organization (SMIPO), which is a student led organization that manages real assets for the Radford University Foundation (almost $2,000,000 now). She continues to be involved with SMIPO by serving as Chair for the organization’s Board of Directors.
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. In 2018, Ashley started Cultivate Financial Planning.
When Ashley isn’t engaged in Financial Planning, you’ll likely find her outside on the farm with her husband Matt where they raise chickens, pigs, cows, and a garden.
Ashley Coake is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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 to find out what we believe or contact us for more information.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Planning (accumulation + distribution)
- Tax Planning
- Investment Management
- Risk Management (Insurance)
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Small Business Owners
- Executives
- Gen X
- Growing Families
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- Ongoing Financial Planning
Professional Designations & Affiliations
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Ashley Coake is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Ashley Coake is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Ashley Coake is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Ashley Coake is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Ashley Coake is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
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Ashley Coake is Quoted on NextAdvisor: "The World’s Richest Woman Is Giving Away More of Her Fortune. Here’s What She Can Teach Us About Charitable Giving"
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Ashley Coake is Quoted in Forbes: "Recovering The Financial Costs Of Caregiving"
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Ashley Coake is Quoted on BankRate.com: "How to budget money: Tackle your debt and start saving"
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Ashley Coake is Quoted on Kiplinger: "Building a Better 401(k)"
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Ashley Coake is Quoted in InvestmentNews: "Women whose spouses control the finances may be putting themselves, their families at risk"
Contact Ashley Coake
Office Locations:
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6580 Valley Center Dr
Suite 165
Radford, VA 24141
