Feeling uncomfortable with finances is very common. A 2018 study found that Americans would rather talk about anything else (marital problems, politics, sex, etc.) than money. It can show up in a variety of ways: avoidance, fear, frustration, overwhelm, uncertainty,...
Here are some common scenarios clients and prospects share with me. I have a business degree from Harvard and a fantastic career and I’m ashamed to admit that I don’t know how to manage my own finances. I’m a professor at a state university and I feel terrible that...
It’s December and during a year with so much uncertainty, fear, and overwhelm, we’re taking a moment to look back on what’s changed here at North Financial Advisors in 2020. Despite a global pandemic it’s been a big year for me as well as my...
Most of the time, I’m working with clients who’ve never had a financial advisor before. They come to me either thinking I operate more like a hedge fund or stock picker (I don’t), or they have a very specific financial issue they’re trying to tackle. Maybe...
I’m proud to announce that I have recently earned the right to use the CFP® marks after years of working in the financial services industry and passing the comprehensive, day-long CERTIFIED FINANCIAL PLANNER™ exam. The CFP designation is the highest standard for...
Hi, I’m Cady! I help women dream big, find financial freedom, and navigate life changes
