Dreams are powered by financial plansWe help women dream big and navigate their financial freedom. Find Out How
Who 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:
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
Ready to schedule a meeting?
Washington, DC Location
700 12th Street NW, Suite 700
Washington, DC 20005
North Financial Advisors
San Diego, CA Location
704 J Street
San Diego, CA 92101
North Financial Advisors
COVID-19 is affecting employment, economic growth, markets, or our health. It’s scary and there’s a lot of anxiety out there, especially around finances. However, when we focus on the things we can control, it can help us get through this difficult time. Here is a list of things to consider with your finances as well as potential relief programs.
We all get stuck from time-to-time. Sometimes we’re stuck for a week or a month, and other times we get stuck for years. I see it with clients most often on financial and career moves. The way to get unstuck may seem counterintuitive: you must spend time thinking about the obstacles that can get in the way. Here are the 6 questions you can ask yourself to arrive at ways to acknowledge and remove the obstacles.
When we reach a point where burn out and overwork are front and center in our work life, it’s time to make a change. However, there are lots of ways you can leverage your current salary to live a great life both now and in the future. It’s all about getting creative. In this article we provide some concrete ways you can start making a change and it probably won’t take as long as you think.