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

Ways to Save More For Retirement or Retiring Early 

November 5, 2019

A multitude of retirement savings options exist, but choosing the amount to save and the right type of account will depend on your own goals and plans. In this article, learn more about what you should be researching and how often you should consider making changes to your savings rate.

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How to Prioritize Financial Goals When You Can’t Do It All

October 1, 2019

Should you focus on paying off debt, saving for a comfortable retirement, or putting something away for starting your own venture? With so many competing financial goals, it can be hard to know what to focus on first. While every situation is different, here’s a guideline of how to prioritize your financial goals when you can't do it all.

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Home Buying: Dealing with the Fear of Missing Out

September 10, 2019

Do you know the true costs of homeownership? You’re not missing out if you are deliberate in your decision making process. A home purchase should reflect and support your overall financial goals, not hinder them. Here are some things to think about.

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Ideal Clients

  • 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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