Cady North| CFP®, MBA
North Financial Advisors LLC
- Small Business
- Retirement Planning
- Early Retirement
- Life Stages
- Generation X
- Generation Y
- Young Professionals
- Investment Management
- Employee Benefits
- Salary Negotiations
Washington, DC 20005
San Diego, CA 92101
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Cady North is a Washington, DC and San Diego, CA-based Fee-Only Financial Planner serving Washington and San Diego and working virtually with clients from around the country. North Financial Advisors LLC specializes in providing ongoing financially planning to women who desire to be their best self — financially, professionally, and personally. We help women dream bigger in all these areas so they can live out their greater purpose. Cady North is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
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 run smoothly. 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.
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. If you’d like to have the financial freedom to start your own business one day, schedule a FREE consultation with me. I’d love to chat with you!
- B.A., The University of Texas at Austin
- CERTIFIED FINANCIAL PLANNER™ professional
- M.B.A., Georgetown University
- Bloomberg LP, Senior Financial Analyst and Advisor
- Financial Executives International, Senior Manager
- State of Texas, Advisor
- Capital Consultants, Legislative Assistant
North Financial Advisors is a boutique, fee-only financial planning firm that specializes in helping women find more financial freedom in their lives. 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 spend some time traveling. We'll work with you to further define and rank your goals and create a plan to get there. We want to help you:
- Make sure you have enough to retire early or start your business
- Payoff debts and create a savings plan to stick to
- Set goals for savings, big purchases or investing
Find Financial Freedom
- Save time and get smarter about your finances
- Stop worrying and start following easy tips for saving or investing
- Understand what your retirement funds are invested in and whether you’re saving enough
Navigate Life Changes
- Budget properly and take advantage of all the benefits offered at a new job
- Get on the right financial footing to start your own business
- Evaluate financial changes related to marriage and children