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 Handle An Inheritance

November 2, 2021

Grief does weird things to us on its own, but add money in and people can act downright strange.  Whatever you are feeling, know that it's normal.  No two inheritance cases are exactly alike because no one has the goals and preferences that you do. So there are often no right or wrong answers.  These tips will help you think through next steps when you're ready.

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How Should I Choose My Investments?

October 6, 2021

Believe it or not, the best investment isn't the one with the highest returns.  It's the one you can stick with. Yet, there’s so much misinformation out there. So let's dig into the details and avoid these major investing pitfalls.

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How to Use Your Business to Grow Your Wealth

September 7, 2021

Too many business owners operate their businesses in a reactive way.  They allow others to control their schedule and time. They don’t think strategically about building cash buffers and paying themselves a fair salary.  They also tend to pour available cash back into the business without adequately evaluating whether their business is sustainable and if additional investment will result in sustainable growth.  Instead -- you should be considering ways you can use your business to grow your overall wealth. Here are some ideas.

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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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