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. And neither is a leather bound 300-page plan on a shelf - life changes constantly and your plan should continuously evolve.
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. And neither is a leather bound 300-page plan on a shelf - life changes constantly and your plan should continuously evolve.
Services
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). It was at Radford University, where she graduated summa cum laude, that Ashley discovered her passion for finance, thanks to some great professors and a wonderful organization.
We have no minimum asset requirement. We believe that financial planning is for everyone, not just the wealthy. We want to help folks cultivate their best financial life, regardless of how much they have or where they are in life. Plus, we like variety! The fiduciary standard of care requires that a financial adviser act solely in the client's best interest when offering personalized financial advice.
The information on this site is provided "AS IS" and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Cultivate Financial Planning, LLC (referred to as "Cultivate Financial Planning") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose.
Reviews (1)
Audrey Cullip
Nov 10, 2018
Report
