Cady North (CFP®, MBA)
Cady North focuses in the
following client markets or areas of practice:
- Business Owners
- Entrepreneurs
- Millennials
- Women's Financial Planning Issues
- Business Owners
- Entrepreneurs
- Millennials
- Women's Financial Planning Issues
Planning Specialties
North Financial Advisors is a boutique, fee-only financial planning firm with offices in Washington, DC , San Diego, CA and serving clients virtually in between. North Financial specializes in helping women find more financial freedom in their lives. We don't have any asset minimums and offer fixed fee planning services and investment management. If you’re like many of our clients, you probably have several competing financial goals and priorities. Maybe you want to start a business one day, but you’d also like to buy a house or spend some time traveling. We’ll work with you to further define and rank your goals and create a plan to get there. We will encourage you every step of the way to DREAM BIG while helping you navigate life changes.
Additional Information
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 the same desk job forever.
To give your business 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 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.
I come from a family of small business owners and learned to balance a business checkbook at 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 in the financial services industry for companies such as Bloomberg and Financial Executives International.
I’m a featured author and public speaker, and volunteer as a business coach in my spare time. I love learning and earned my MBA at Georgetown University while working full-time. I also have the CERTIFIED FINANCIAL PLANNER™ certification, the highest standard available to financial planners. I serve clients on the west coast through my San Diego office and on the east coast through my Washington, DC office. Most of my clients work with me virtually via video conference so they don't have to take time out of their day to come to my office.
NAPFA Start Date
January 05, 2016
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