Cady North, CFP®, MBA North Financial Advisors

Contact this advisor

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!

Contact this advisor

Recently Published

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.

Read the full post →

Should You Cash in on the Gig Economy?

August 6, 2019

Today, more than a third of Americans are working in the gig economy -- loosely defined as those who work a series of freelance or short-term jobs rather than one full-time job. Whether out of necessity or due to the independence the world of freelance provides, it’s safe to say the gig economy won’t be going anywhere for a while. If you’re on the fence about cashing in on the gig economy, consider these reasons to give it a shot.

Read the full post →

Who’s the Boss? Are You Working for Your Money or Is Your Money Working for You

July 9, 2019

"Make your money work for you" is among the most common pieces of personal finance advice shared, but what does it actually mean? And more importantly, how can you do it? While there is no single way of doing it, we've outlined a few ways that you can use to get your money working -- as well as a few mistakes that could be preventing your money from working as hard as it could.

Read the full post →

Visit the blog →

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

Loading...