Dreams are powered by financial plans

We help women dream big and navigate their financial freedom.

Who We Are

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 Us

North Financial is boutique financial planning firm based in Washington, DC and San Diego, CA that serves clients virtually. We specialize in providing effective and affordable fee-only advice to women and entrepreneurs. We focus on the big questions like what would it take for me to save enough to leave my job?  What types of insurance and retirement issues should I look into now that I’m self-employed? We dive into your goals and values related to money and provide a comprehensive financial plan to get there.

About

Cady North CFP®

Cady North CFP®

Founder | CEO

“Whether you like it or not, you’re the chief decision maker for your financial life. Unfortunately, managing finances and sorting through the massive amounts of financial information out there takes a lot of time.  Throw in a big life change and finances can start to be overwhelming.  Working with a financial advisor makes sense because you’ll always have an expert to tap into to help you plan, make the right decisions and ensure you stay on track.”   More about Cady >>

Ready to schedule a meeting?

Before you make the leap to full-time entrepreneurship, you should make sure your finances are in order. You should have a nest egg to cover uneven revenue and to pay for your own benefits and living expenses. This handy checklist will help make sure you don’t forget a thing.

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

Correcting Three Myths About Funding your Business

When starting a business there are many funding options to research. However, you may be surprised to find out that most funding options don’t open up to small business owners until you’ve been in business for 2 years or more. Self-funding much of your start-up costs is inevitable, so it’s best to research bootstrapping options now.

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How to Keep Business Start-up Costs Low

Here’s a secret. The most successful businesses I know spend the least amount of money, especially in their first years. This concept of “you have to spend money to make money” is false. If you control spending early on you’ll become profitable faster. You won’t have to beg for business to cover your expenses and you’ll buy yourself more options down the line to put the right people and services in place to maximize your business when the time is right. Plus, your personal finances will improve too.

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Avoid This Common Business Planning Mistake

Here’s a common scenario I see in business planning:  Before you’ve completed any real market research to validate if your idea would work, you’re thinking about color schemes and names, what your website and logo will look like or where the business will be located.  This is a big mistake because it means you’ll likely spend money and time on an idea that might not work. This is how you prevent it.

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