Dreams are powered by financial plans
We help women dream big and navigate their financial freedom. Find Out HowWho We Are
We help women
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.
Meet Cady North, CFP®
Founder and CEO
Once many women achieve a degree of professional and financial success, we often wonder what’s next. Let’s sit down and talk about that. Do you want to start a business? Do you want to retire early? Take a sabbatical? Let’s plan how your finances can support those dreams. Read more about Cady >>
Proud to be a fee-only fiduciary
Fee-only means that you pay for my expertise, guidance and support, not for commissions or sales. All of my fees are transparent and defined upfront. I don’t receive any kickbacks for products or recommendations, so you will never have to sit through sales presentations when working with me. When I provide advice, it’s because I think it’s a good fit to help you achieve your goals. Here’s my fiduciary oath.
How we work together:
Getting Organized
Goal Setting and Planning For Life Changes
Investing that Aligns with Your Goals and Values
Insurance, Estate and Tax Planning
Strategic Business Management
Starting Your Own Business
What happens if achieving your goals didn’t make you happy?
Everybody talks about working hard to achieve goals. But what happens when you get there and it’s not all it was cracked up to be? Where’s the guidebook for the woman who achieved she thought she wanted? I’ve been there and I know a lot of people who’ve been there too. That’s why I created this 6-part video series for the woman who is proud of her past and wants to take even more control over her future.
Ready to schedule a meeting?
Washington, DC Location
(Metro Center)
700 12th Street NW, Suite 700
Washington, DC 20005
North Financial Advisors
San Diego, CA Location
(Downtown)
704 J Street
San Diego, CA 92101
North Financial Advisors
How Much Should I Donate To Charity?
Many of us are charitably inclined and take pride in giving monthly or annually to charities. But have you ever thought about what percentage of income you are donating and why? Have you ever thought about aligning your charitable giving strategy with your overall budget and financial priorities? Here are some ideas for how to figure out how much to give and how giving can actually impact your happiness levels.
Ways to Save More For Retirement or Retiring Early
A multitude of retirement savings options exist, but choosing the amount to save and the right type of account will depend on your own goals and plans. In this article, learn more about what you should be researching and how often you should consider making changes to your savings rate.
How to Prioritize Financial Goals When You Can’t Do It All
Should you focus on paying off debt, saving for a comfortable retirement, or putting something away for starting your own venture? With so many competing financial goals, it can be hard to know what to focus on first. While every situation is different, here’s a guideline of how to prioritize your financial goals when you can’t do it all.