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

Does FIRE Early Retirement Make Sense for You?

April 10, 2019

Over the last few years the Financial Independence/Retire Early (FIRE) movement has quickly gained momentum and it’s easy to understand the appeal. Even for those that don't plan to "retire early", the financial independence component provides an aspirational goal that is readily achievable for those willing to make some small, but important, changes in their lives.

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After You’ve Reached the Top, What’s Next?

March 27, 2019

Psychologically speaking, our goals can give us a powerful sense of direction and order. They satisfy the natural desire to be actively engaged in something, and we can feel good as we progress and check off milestones. But what happens when we reach goals and objectives we've worked so hard for? Sometimes this can lead to feeling lost. Don't stress and consider these next steps and options for moving forward.

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6 Signs You’ve Reached the Glass Ceiling

March 12, 2019

To break a glass ceiling, you must first realize that it's there. While this can be difficult, there are a few signs that show one may exist in your organization. Here are some thoughts on how to figure out if workplace norms are hindering your ability to reach your full potential and what to do about it.

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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

States Registered

  • California