Cady North

CFP®, MBA

North Financial Advisors LLC

Financial Advisor

I can work with clients anywhere!

Cady North

CFP®, MBA

North Financial Advisors LLC

Financial Advisor

Dreams are powered by financial plans. We help women dream big and navigate their financial freedom. - Cady North, CFP®, MBA

Fee-Only Financial Planner for women and entrepreneurs serving the east coast through our Washington, DC office and the west coast through our San Diego, CA office.

Cady North is a San Diego, CA fee-only financial planner serving clients virtually from around the country. North Financial Advisors LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Cady North is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Let’s Talk About Money

It’s not polite to talk about money. They don’t teach it in high school, college, or even graduate school. It’s common to “make it” in your career and still not understand much about your personal finances.

So if you feel overwhelmed or are over preparing for the worst to happen financially, we can dive into that. We’re here to be your trusted guide. We’ll review your investments, and even talk about how your career choices can influence your finances and retirement. We’ll work through it all.

 

Then let’s talk about your dreams

As women, we tend to be risk averse, and don’t dream big enough for ourselves. But we want to give you permission to do so in a way that fits your life and passions.  Let’s focus on what could be, rather than what is.

 

We’ll start here:

“If starting tomorrow, all your financial needs were taken care of, what would you do? How would you spend your time?”  

If we work together, we’ll spend a lot of time imagining what life would be like if all the financial pieces were already in place so that you can discover what’s really important for you.

 

Why our process is different

We take the time to talk and really get to know what makes you tick. We will encourage you to think bigger and will hold you accountable over the long term. We are here to help you maximize your success.

Book Your Appointment

 

Meet Cady North, CFP®, Founder and CEO of North Financial Advisors

Business is in my blood.

My parents were small business owners, and I learned to balance a business checkbook by the age of 13. 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. With offices in both Washington D.C. and San Diego, I am available to meet with you if you live in either region. I also work via virtual screen sharing and video conference so we can work together no matter where you live.

My Goal is to Give Back

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. This is just one example of how you can design your business to reflect your personal goals!

Education

  • B.A., The University of Texas at Austin
  • CERTIFIED FINANCIAL PLANNER™ professional
  • M.B.A., Georgetown University

Past Experience

  • Bloomberg LP, Senior Financial Analyst and Advisor
  • Financial Executives International, Senior Manager
  • State of Texas, Advisor
  • Capital Consultants, Legislative Assistant

Cady North is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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: 

Dream Big

  • 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

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Business Planning
  • Wealth Management
  • Retirement Income Planning
  • Investment Management
  • College Education Planning

Ideal Clients

  • Business Owners / Entreprenuers
  • Women and their families
  • Those interested in starting businesses

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Cady North is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Cady North is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Cady North is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Financial Planning Association
    Cady North is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Cady North

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Office Locations:

  • 704 J Street
    San Diego, CA 92101
  • 700 12th ST NW
    # 700
    Washington, DC 20005

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