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 Build A Business That Nourishes You

June 8, 2021

It's common for people to view the entrepreneurial journey as a grind that will will sap you of your life and your energy because you’ll always be focused on the hustle of the job. I'm here to say it doesn’t have to be that way! There are lots of things we can do to get more of our energy back, set boundaries, and reset so that we’re in a better place to do our jobs well and serve our customers/clients too.

Read the full post →

How To Build Financial Resilience Into Your Life

May 4, 2021

The Oxford English Dictionary defines resilience as “the capacity to recover quickly from difficulties; toughness.”  During uncertain times like these we all can stand to build more resilience in our lives and our finances.  I know many are wrestling with job insecurity, salary cuts, and we're all certainly juggling more at home than we ever have in the past.   Here are four specific ways you can work to build financial resilience.  

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I Have a Professional Degree and I’m Successful in my Career — Why are Finances Beyond Me?

April 6, 2021

Are you frustrated, ashamed or annoyed at the fact that you're smart, accomplished and well-read, but finances still allude you? You're not alone. Personal finance isn't taught at any level of education and unless you happened to have parents who taught this to you, through no fault of your own, you won't have as much knowledge of finances as you should. With a bite-sized approach you can start to change this. Here's how.

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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%

SEC Records

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