...

Riki Cooke

CFP®

Contact Information

Fishers, IN

Meets Virtually:

Meets In-Person:

Accepting New Clients:

About Me

In 2019, I was burnt out and discouraged about the sales culture of the financial planning industry. After spending a year traveling the world and thinking about how the industry could be different, I came away motivated to make financial planning more accessible for people often ignored by traditional firms. I also wanted to focus on helping millennials and people who love to travel define what’s important to them and use their money to reach those goals.

Fee Models
  • Monthly:

    $189/mo

*Fees are subject to change. Contact this advisor for their most up to date fees.

Ideal Clients
  • Travelers

  • Newlyweds/Couples

  • Pre-Retirees

  • Young Professionals

  • Pre-Retirees

Areas Of Specialization
  • Employee Benefits

  • Retirement

  • Early Career Planning

  • Budgeting

  • Investments

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.