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.
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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!
- M.B.A., Georgetown University
- B.A., The University of Texas at Austin
- CERTIFIED FINANCIAL PLANNER™ professional
- Bloomberg LP, Senior Financial Analyst and Advisor
- Financial Executives International, Senior Manager
- State of Texas, Advisor
- Capital Consultants, Legislative Assistant
How we work together:
Helping You Get Organized
Goal Setting and Planning For Life Changes
Asset Allocation and Retirement Planning
Insurance, Estate and Tax Planning
Strategic Business Management
Starting Your Own Business