704 J Street
San Diego, CA 92101
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Investments and Comprehensive Financial Planning
About My Practice
North Financial Advisors is a boutique, fee-only financial planning firm that specializes in helping women and entrepreneurs dream big and embrace the financial freedom we all deserve.
About Cady North
Cady North always knew she wanted to help others find financial resilience. Her parents were small-scale business owners, and she learned to balance a business checkbook by the age of 13. She 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. In 2015 Cady took the leap to start a financial planning business; helping women act on their biggest dreams and build resilience for the future. As an investment advisor, public speaker and author, her work has been featured in Bustle, Business Insider, The Washington Post, and Forbes. She is a CERTIFIED FINANCIAL PLANNER®, Registered Life Planner®, has an MBA from Georgetown University and BA from the University of Texas at Austin. She is the author of The Resiliency Effect: How to Own Your Adversity to Act on Your Biggest Dreams
I work with women in their 30s and 40s, entrepreneurs and career changers
RLP ® Since
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