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

Cady North Shares Her Perspective on iSmart Podcast with Tom Rogers

August 5, 2020

Cady North recorded an episode of the iSmart Podcast with Tom Rogers where she shared more about the history of her career and her new book "The Resiliency Effect."

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New Book, “The Resiliency Effect” Available For Pre-Order

July 20, 2020

After 5 years owning my own financial planning business, I realized a common theme among many clients and prospects is that we all can name big dreams we have for ourselves, but very few of us are actually living them. We often find ourselves burned out and wondering what’s next. Knowing there is a limit to the number of people I can reach one-on-one, I wanted to write a book exploring ways which people have overcome their adversities to live their biggest dreams.

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The Surprising Metric You Shouldn’t Focus on Too Much in Business

July 1, 2020

Revenue, is the one surprising metric you should really stop focusing on in business. Revenue is misleading since revenue alone doesn't indicate profit. When you focus on controlling costs instead, you set yourself up for business success. Here's why that matters: when your business is successful, it translates to personal financial success and growth as well. 

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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%

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