Cady North, CFP®, MBA North Financial Advisors

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About Cady North, CFP®, MBA

I’m the founder of North Financial — a boutique financial planning firm that specializes in helping women dream big and get their personal finances on track. A lot of my clients aren’t entrepreneurs yet, but they want to be or at least know they don’t want to work at the same desk job forever.

To give your dream the best chance of success, your personal finances need to be in order. However, with your busy personal and professional life, you probably don’t have time to wade through mountains of news and information to figure out what to do about your budget, investing, or retirement planning. This is where I can help.

My mission is to provide effective and affordable financial planning tools to women who desire to be their best self — financially, professionally, and personally. I help women dream bigger in all these areas so they can live out their greater purpose.

My parents were small business owners, and I learned to balance a business checkbook by the age of 13. I definitely have the entrepreneurship bug in me, but it’s taken me a while to get here. I spent more than a decade advising high-level executives of Fortune 500 companies while working for industry giants such as Bloomberg and Financial Executives International. I then took the leap to start my own business helping women and entrepreneurs plan for their futures. I have offices in both Washington D.C. and San Diego, and I work via virtual screen sharing and video conference so we can work together no matter where you live.

One of the reasons I love working for myself is I can plan my own schedule and give back time to causes I appreciate. Financial literacy is one of those causes for me and I like to get involved by providing free financial planning workshops to local organizations.

If you’d like to have the financial freedom to do something new in life, schedule a FREE consultation with me. I’d love to chat with you!

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Recently Published

Top 5 Challenges Facing Breadwinning Women — and How to Overcome Them

June 2, 2020

Managing money as a household it challenging. Surprisingly, it can be even more challenging when the woman makes more. And given that the woman makes more in most of the couples I work with, I wanted to share some of the top challenges I see and ways to cope with them.

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What You Should and Shouldn’t Spend Money on Your First Year in Business

May 5, 2020

If you're in the early stages of starting a small business, it can be overwhelming to figure out where to invest your limited cash and resources. Here are some tips for discerning what to focus on and what to skip for now.

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Cady North Offering Pro-Bono Services To Those Impacted by Covid-19

April 17, 2020

This is a challenging time for us all.  There's misinformation everywhere and the news and government responses are changing so fast that it can be too much to keep up with.  If you're struggling to navigate your finances since being impacted by covid-19, have lost your job, or are worried about income changes in the future, I am offering a free financial planning session to you. 

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Ideal Clients

  • Coronavirus Relief
  • Female Entrepreneur
  • Gen Y/Millennials
  • Single Women
  • Women Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee:$275/mo + $2000/person upfront
  • AUM: 1.00%

SEC Records

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