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
How can you use adversity in your life to propel you to success?
Filled with stories of modern women who made changes to live more in sync with their purpose and passions, The Resiliency Effect will teach you to:
- Embrace and overcome adversity so you too can live your biggest dreams.
- Determine what habits and coping strategies are blocking you from success.
- Take tangible steps to make lasting changes in your life.
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
Three Things You Need to Know About Your Finances This Year
It’s 2022, that means we all have a clean slate when it comes to new habits and plans for the year. If you’ve been meaning to buckle down and get better with your finances, here are a few quick tips to get you started related to retirement, credit scores, and how to measure your finances.
Most Read Posts of 2021
Here’s a roundup of the most read articles from 2021.
How to Handle An Inheritance
Grief does weird things to us on its own, but add money in and people can act downright strange. Whatever you are feeling, know that it’s normal. No two inheritance cases are exactly alike because no one has the goals and preferences that you do. So there are often no right or wrong answers. These tips will help you think through next steps when you’re ready.