About Us

We believe in challenging our clients to dream bigger for themselves.

We often hear from clients who are overwhelmed or who are over-preparing for the worst to happen financially. If this is you, know there’s a better future that’s lies ahead.

We work to address any discomfort you have by first helping you with your pressing insurance and investment decisions, and even career decisions as it relates to your finances.

But the real way we get our clients on the path to financial freedom is by focusing on what could be, rather than what is.

One of the questions we ask is, “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.

It can be tough to sort through all the “what if” scenarios without someone on your board of advisors coaching you through your financial decisions.

So today, take one small step forward that could lead to an even better financial future for yourself. Talk to us about your goals and see if there’s a good fit in working together.

Book a free 30 minute appointment

Cady North, CFP® Founder | CEO

ABOUT ME

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 and was so proud to start my own financial planning firm in 2015. Before that, 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.

In addition to helping my clients dream big and find financial freedom, one of my goals is to give back 20% of my time to pro-bono activities. I often achieve that by providing free workshops to local organizations. 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.

On the weekends, you can find me on my bike or a hiking trail.  Follow me on Twitter or Instagram @cadynorth

EDUCATION

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

PAST EXPERIENCE

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

Contact Cady

 

 

EXPERTISE

Goal Setting and Planning For Life Changes
Asset Allocation and Retirement Planning
Insurance, Estate and Tax Planning

Strategic Business Management
Public Speaking, Media, and Writing
Entrepreneurship and Lean Startup Methodologies