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
A common experience my clients ask me about is how to handle finances once the health status of an aging parent changes. Perhaps there’s been a new diagnosis, or health event that means they need more care or it’s just time to consider assisted living facilities. These kinds of transitions can be hard, but it may be time for you to get more involved with their finances.
I get questions related to how frequently should you check in on various aspects of your finances. It’s normal to want to “over check” things to have a sense of control — but when does it become just a bother? On the flip side, some people may forget (or avoid) checking in on certain items out of fear. Here are some simple guidelines for you to use to help streamline your own process for checking in with your finances.
The purpose of a sabbatical is rest, renewal and exploration. However, because of career, corporate, familial, or societal norms around money and self-worth there are bound to be anxieties and uncertainties that come up. In this article I share more about my experience while my spouse has been on sabbatical the last 6 months. Be prepared to have ongoing discussions together on common fears and uncertainties.