Cady North, CFP®, MBA North Financial Advisors

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

How to Support Aging Parents Through Health Changes

May 4, 2022

A common experience my clients ask me about is how to handle finances once the health status of an aging parent changes.  Perhaps there's been a new diagnosis, or health event that means they need more care or it's just time to consider assisted living facilities. These kinds of transitions can be hard, but it may be time for you to get more involved with their finances. 

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Guidelines for How Frequently To Check-in With Your Finances

April 6, 2022

I get questions related to how frequently should you check in on various aspects of your finances. It's normal to want to "over check" things to have a sense of control -- but when does it become just a bother?  On the flip side, some people may forget (or avoid) checking in on certain items out of fear.  Here are some simple guidelines for you to use to help streamline your own process for checking in with your finances.

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How to Support Your Spouse Through a Sabbatical

March 9, 2022

The purpose of a sabbatical is rest, renewal and exploration. However, because of career, corporate, familial, or societal norms around money and self-worth there are bound to be anxieties and uncertainties that come up. In this article I share more about my experience while my spouse has been on sabbatical the last 6 months. Be prepared to have ongoing discussions together on common fears and uncertainties.

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Ideal Clients

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

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee:$350/mo + $2000/person upfront
  • Assets Under Management: 1.00%

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